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Hello, 

We're having trouble creating segments in Marketing Cloud Growth. When we select “Segment by Unified Individual” and choose fields like “Autonomous Community” or “Opportunity Stage”—which are fields that come from the Opportunity object—it doesn't return any records. We're only experiencing this issue with fields from this object; it doesn't happen with Leads, Accounts, etc. 

We believe the problem is related to the relationships between Individual and Unified Individual because we don’t have a relationship with Opportunity. Also, our business is unique in that several different accounts can have the same email address because they belong to the same owner, and the same applies to Opportunities—several opportunities can have the same email address and be associated with different companies. 

 

Thank you in advance. 

2 Antworten
  1. 29. Sept., 07:11

    The main issue is likely the Data 360 relationship between Unified Individual and Opportunity, not the duplicate email addresses.

    When segmenting by Unified Individual, Opportunity fields such as Stage are only available when Opportunity is reachable through a valid DMO relationship path.

    I would check:

    • Opportunity -  Unified Individual relationship in Data 360.
    • Whether Opportunity fields are correctly mapped/populated.
    • Avoid using Email alone as the relationship key, since the same email can belong to multiple companies/opportunities.
    • If the business relationship is person → opportunity, consider using Opportunity Contact/Contact Role or Opportunity Influence as the bridge.

    So the likely fix is to establish the correct DMO relationship/path, rather than changing the segment criteria.

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