How do I create a customer segment?

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.