A quick guide in creating a Customer Segments:

  • Login to your Freshdesk account as an Administrator

  • Click the Customers icon from the left panel and choose Contacts (or Companies)

  • Set the required filters under the Filters panel on the right and click ‘Apply’

    • Note: You would only be able to filter by the following custom customer fields, apart from the available fields in the filter panel:

      • Checkboxes

      • Number fields and 

      • Dropdown fields



  • Once the filters are applied, click the ‘Save customer segment as’ tick mark, give your segment a suitable name and save the segment



  • You will be able to access all the saved Customer Segments by clicking the hamburger menu in the Contacts/Companies list page

  • You can also edit the filters, if required, to modify and save the view 

  • The ‘Edit’ button, represented by a pencil icon, near the name of the saved segment will let you rename the segment whenever required



Once you set it up, you can access these lists on just one-click when you want to fetch a list of specific customers.


You will be able to navigate up to 10 pages in a customer segment. Every page will list a default of 30 contacts/companies. If there are more contacts/companies in the segment, you can perform an export to view the entire list in that customer segment.