Why Segment Refresh Matters for Your Dynamics 365 Campaign

-

Understanding Segmentation Refresh in Dynamics 365 Customer Insights – Journeys (Real-Time Marketing)

In today's hyper-personalised marketing world, keeping your segments accurate and up to date is essential. Microsoft Dynamics 365 Customer Insights – Journeys (Real-Time Marketing) enables marketers to build dynamic, rules-based segments that automatically refresh to reflect the latest customer data in Microsoft Dataverse.

A core feature of this capability is Segmentation Refresh, which ensures that your campaigns, journeys, and messages always reach the right audience.

Why Segmentation Refresh Matters

Segments drive personalisation in real-time marketing journeys. As customer records evolve - through form submissions, event registrations, preference updates, or interactions - your marketing platform must remain in sync. Without regular segment refreshes, you risk targeting outdated audiences, leading to poor engagement and lower conversion.

How Segmentation Refresh Works in Real-Time Marketing

Dynamics 365 Customer Insights – Journeys uses automated refresh processes to ensure that segments reflect the most up-to-date customer data. Microsoft manages refresh frequency based on how a segment is used:

  • Newly Created Unused Segments: These refresh every 30 minutes for the first 24 hours to ensure initial accuracy. Afterwards, they shift to a 24-hour refresh cycle unless activated.

  • Segments in Active Journeys: These continue refreshing every 30 minutes to remain aligned with real-time audience data.

  • Segments Exiting a Journey: Once no longer used in any journey, the segment moves to a 24-hour refresh cycle to optimise performance while staying current.

This system-managed refresh ensures that segment membership is always up to date without requiring manual intervention.

Best Practices for Managing Segments

To get the most from segmentation in real-time journeys:

  1. Use filters wisely: Combine demographic, behavioural, and transactional data to create focused segments.

  2. Avoid over-segmentation: Too many niche segments can slow performance and complicate journeys.

  3. Plan for system refresh cycles: Be aware of the typical refresh interval when scheduling time-sensitive campaigns.

  4. Test before launch: Always preview segment membership before triggering a live journey.

Benefits of Dynamic Segment Refresh

Keeping segments refreshed ensures:

  • Real-time personalisation based on the latest interactions

  • Higher engagement and conversion rates

  • Accurate reporting and audience insights

  • Reduced risk of sending irrelevant or duplicate messages

Conclusion

Dynamics 365 Customer Insights – Journeys makes it easy to target the right audience at the right time through dynamic, auto-refreshing segments. As data changes, your segments stay relevant-enabling agile, personalised marketing at scale.

Start leveraging segmentation refresh in your journeys to deliver the right message to the right customer-every time.

For more guidance, visit the official Microsoft documentation on Dynamics 365 Customer Insights – Journeys. 

Comments

Post a Comment

Popular posts from this blog

How to Refresh Customer Insights – Journeys Segments On Demand Using Power Automate

-
Image
  How to Refresh Customer Insights – Journeys Segments On Demand Using Power Automate Introduction Recently at ps  Hummingbird , our developer team faced a challenge - we needed to refresh a Customer Insights – Journeys (CIJ) segment immediately , rather than waiting for the standard 30-minute refresh cycle enforced by Microsoft. This was crucial for a real-time campaign we were preparing. Why Microsoft Uses This Refresh Frequency The 30-minute segment refresh intervals are designed to: Ensure accuracy by frequently updating active segments Optimise system performance by reducing processing for inactive segments Scale efficiently , especially when working with large or complex segment sets Microsoft enforces this refresh cadence to strike a balance between data freshness and system resource allocation . However, since CIJ does not support manual or on-demand refreshes via the UI , we explored a backend workaround - and successfully triggered segment refreshes usi...
Read more

Automating Event Registration: Get CIJ Segment Contacts Using Power Automate

-
Image
  Automating Event Registration: Get CIJ Segment Contacts Using Power Automate Introduction  At PS Hummingbird , we thrive on solving real-world challenges with practical, scalable solutions. When it comes to fast-paced marketing, timing is everything. The Challenge : We needed to generate event registrations by retrieving contact records from a Customer Insights – Journeys (CIJ) segment — without relying on manual form submissions. The Solution : We built a Power Automate flow that calls an unbound Dataverse action -  msdynmkt_MembersList  - to retrieve segment contacts. For each contact, we automatically created an Event Registration record, enabling seamless and proactive enrolment. 📘 In this blog post, you’ll learn: How to call msdynmkt_MembersList to get segment members How to parse the contact IDs using Power Automate How to create Event Registration records in Dataverse A visual walkthrough so you can replicate it with ease 💥 Empower your event automation b...
Read more