Real-time Segments in Customer Insights—Journeys are not so different from those you may have created in other marketing applications (or, for seasoned Dynamics 365 Customer Insights users, the now-depreciated outbound area of the app). However, the differences in the designer canvas, paired with the overall differences to consent in Real-Time Marketing, made us think a brief tutorial was in order. So, without further ado, let’s discuss how to create a new audience segment that you can use within your customer journeys.

The variety of list types can be confusing, so it’s important to understand the difference. There are two main list types: the marketing segment and the marketing list. Marketing segments are designed to be paired with customer journeys so a marketer can guide members of a selected subset of contacts through a journey of content that can include marketing emails, marketing forms & pages, events, and more.