Better Segmentation Options For Lost/Cancelled Accounts
B
Brian Louis
As a HawkSoft user, I'm requesting enhanced segmentation capabilities within Fuse to better align with the data I can pull directly from HawkSoft.
Current Challenge:
When building an audience segment in Fuse for cancelled or inactive ("dead file") accounts filtered by a specific office location with a specific producer, the resulting list does not match what I'm able to generate with the same criteria directly in HawkSoft.
Desired Outcome:
I'd like Fuse segmentation to accurately reflect cancelled and inactive account records from HawkSoft so that the audiences I build in Fuse match what HawkSoft reports. This would allow me to confidently target former clients for win-back campaigns or other outreach without needing to cross-reference data outside of Fuse.
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