Microsoft MB-220 key terms

A group of contacts or leads defined by demographic, behavioral, or interaction criteria that updates membership automatically or on a schedule, used to target marketing content and journeys.

A segment whose membership is fixed at creation or refresh time and does not change automatically, requiring manual refresh to include newly matching records.

A segment that recalculates membership automatically as contact or lead data changes, keeping the audience current without manual refresh.

The rules, operators, and attribute values that determine which records qualify for a segment, combined with AND/OR logic in the segment builder.

An automated, multi-step marketing campaign that moves contacts through triggers, messages, waits, and decisions toward a goal such as a purchase or registration.

The event or condition that enrolls a record into a customer journey, such as joining a segment, submitting a form, or a scheduled recurrence.

A single step within a journey canvas, representing an action such as sending an email, waiting, branching, or updating a record.

A conditional split in a journey that routes participants down different paths based on rules, such as segment membership, interaction, or attribute values.

A target outcome configured on a journey that marks a participant as successful when the defined condition is met, enabling goal tracking and exit behavior.

A journey step that pauses a participant for a specified duration or until a date, controlling the timing of subsequent messages or actions.

A reusable email asset with content, personalization, and design elements that can be sent through journeys or campaigns to a defined audience.

A reusable layout and content structure used to create marketing emails consistently, often containing placeholders for dynamic personalization.

The use of dynamic fields or conditional content to tailor a message to each recipient, such as inserting a contact's first name or company.

Message sections that display different content to different recipients based on rules or conditions, allowing one email to serve multiple audience subsets.

Interaction metrics for a sent email, including opens, clicks, bounces, and unsubscribes, used to measure performance and drive journey branching.

Conditions based on recipient behavior, such as opening an email or clicking a link, that can enroll contacts into a journey or route them down a branch.

A rule-based model that assigns points to leads based on demographic attributes and behavioral interactions, producing a score used to qualify or prioritize leads.

The process of evaluating whether a lead is ready for sales, often using scores or grades to decide when to convert a lead into an opportunity or contact.

A letter or category assigned to a lead or contact based on score thresholds, providing a quick indicator of engagement or fit level.

A record representing a potential customer whose interest has not yet been qualified, tracked through stages until it is qualified or disqualified.

A record representing an individual person associated with an account, used as the primary recipient for marketing emails, journeys, and segments.

A record representing an organization or company with which contacts are associated, used for business-to-business targeting and relationship management.

A record of a contact's permission to receive marketing communications, including the purpose and channel, used to determine message eligibility.

A hosted page where contacts manage which types of communications they want to receive, updating their consent and preference records.

A configurable web page that lets contacts choose communication channels, topics, and frequency, with settings that flow back into consent records.

A structured record for a webinar or in-person gathering, including sessions, registrations, speakers, and attendance tracking within the event management feature.

A scheduled time slot within an event, such as a presentation or workshop, that attendees register for and that can be linked to a journey.

The process and record of an attendee signing up for an event or session, often captured through a registration form and confirmed by email.

A list of registrants held when an event or session reaches capacity, allowing automatic promotion if space becomes available.

A marketing form used to capture attendee details for an event, creating registration records and often triggering confirmation journeys.

A hosted or embedded form that captures data from visitors and can create or update leads and contacts, often used as a journey trigger.

The act of a visitor completing and sending a marketing form, which creates or updates records and can enroll the person in a journey.

A hosted web page designed for a specific campaign, often containing a marketing form, that captures visitor information and tracks conversions.

The use of scripts on web pages to record visitor interactions and page visits, feeding behavioral data into segments, scores, and journeys.

A list of contacts or domains excluded from receiving marketing messages, used to prevent sending to unsubscribed, bounced, or otherwise ineligible recipients.

Analytics that show how participants move through a journey, including entries, goal completions, and drop-off points at each tile.

An organizational division that can own marketing content, segments, and journeys, controlling access and separating data across teams.

A set of permissions assigned to users that controls which records and features they can view, create, or modify within the marketing application.

A configuration that enforces consent and communication policies, such as requiring consent before sending, applied to marketing messages and journeys.