Can't create segments/lists based on Account field values in MA 2.0

Can't create segments/lists based on Account field values in MA 2.0

Hello,

I recently discovered that for some reason you can't create a segment/list that shows all contacts, based on certain criteria from the Account module.

For example:

In CRM there is a multi-select field in the Account module to manage subjects of interest per record.
This data is being synched to Marketing Automation. Here you can see the data within the Account properties:



So the information is present in Marketing Automation. When creating a Segment or List, you can select this field from the Account module sync as a criteria. However, when doing this there are no contact visible. Even though the contact matches all criteria.


(CRM field from the Account module called 'Welke producten' in Marketing Automation)


(No contacts shown. Even though there's one contact that matches the criteria exactly)

Note: This works in Zoho Campaigns but not in Marketing Automation? I tested this.

So basically the problem is that it seems pointless to sync Account (or Deal) data if you can not use it to create segmentations or lists. This makes Marketing Automation 2.0 not suited for sending e-mails based on data from the Account module in CRM. Which is something a lot of organisations expect...

Is there someone who has the same experience or found a solution somehow?

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now