Creating and using customer lists (Professional Add-on and Enterprise Add-on) Follow

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24 comments

  • Avatar
    Luis Russell

    Is it possible that I can create a customer list by uploading a file? Due to having a huge customer base, our customers are only created in Zendesk if they contact us. On a monthly basis I have a very specific base of customers that I need to contact, as such the majority of them won´t exist in ZD. It would be awesome if I can upload a file to create the customer list, but from what I have seen, it doesn´t look possible.

    Help would be gratefully appreciated :)

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    Steven Yan

    Luis, thanks for the feedback -- we don't support this today. The best workaround is to upload your list of users with a specific tag, and use that tag to create your customer list.

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    Kalle Windefalk

    +1 Kevin Hill

    It would be great if we could use a customer list as a target for macros. Every year we ask our users if they want to subscribe on service X for X year(s) longer.

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    Graeme Carmichael

    Kalle

    You may want to check out the 'Proactive TIckets' app. An Administrator can install this from the Zendesk Labs part of the Marketplace.

    You start with a customer list and send each customer a new ticket. Sounds like what you are after.

    The Proactive Tickets app was written by Zendesk but is not supported, so please read the disclaimer.

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    Kalle Windefalk

    That is EXACTLY what I was looking for =)
    Thanks a lot Graeme =)

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    Steven Yan

    Kalle, can you share with me how often you send a proactive outreach like this? Is it timed based on the customer's subscription date?

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    Kalle Windefalk

    Hi Steven!

    I haven't sent out any yet but I will use the customer lists for our adobe creative cloud, MS Project and MS Visio users whom are subscribing to those applications on a yearly basis. We'll send them a "respond to cancel your subscription" message, manually (for now). Since we funneling all hardware and software orders into Zendesk , these kind of "directed" mass messages are a real time saver.

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    Kalle Windefalk

    I can think of other usage for this but with some new features =)
    We receive system status messages daily from a bunch of systems and you could use a customer list to inform certain people...maybe by a trigger? =)

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    Steven Yan

    Thanks Kalle. "We receive system status messages daily from a bunch of systems" -- where are those going right now? Into Zendesk? Or into a different system?

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    Adrian

    Customer list icon does not appear in the sidebar. I am admin on a Zendesk area converted from Trial to Professional.

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    Jessie Schutz

    Hey Adrian!

    Customer lists are an add-on feature for Professional and Enterprise accounts, so you'll need to contact your Account Manager to get that added to your account. If you don't know who your Account Manager is, you can contact Zendesk Support and they'll get you pointed in the right direction!

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    Erin Byrne

    As some others mentioned, having this for organizations would be very helpful.  For my company, having a simple list of orgs created in the last 30 days would be very helpful.  Are there any plans to include this in a future release?  Thank you.

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    Dan Rodriguez

    I don't have this add-on yet, but from what I have seen, it still does not support Organization lists.  Is this true?  This seems to have been a heavily requested feature for over 3 years now.

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    Joel Hellman (Edited )

    Dan, that is true, customer lists currently only builds User lists. Using the Zendesk API, you could create Organization lists of your own, but you'd need developer resources for this.

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    Dan Rodriguez

    Thanks Joel.  Hopefully this is something in the works for the future.

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    David

    Hi,

     

    I can't find any information on how to access or install this add-on. Where can it be found?

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    Carlos Salvucci

    I'm using the professional trial, and i cannot find the costumer lists option.

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    Nicole Relyea

    Hi Carlos and David - The customer lists feature is an add-on to the professional and enterprise plans, meaning you need to purchase it in addition to the plan. 

    You can do so by reaching out to your sales representative for more information. If you do not have one you've been working with, let me know and I can connect you to someone who can help set that up for you. 

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    Laura Baughman

    Hi Nicole. I'd like to know more about the customer list feature.  Can you connect me with a sales rep who can tell me more ? Thanks!

     

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    Nicole Relyea

    Hey Laura - I've pinged the appropriate person on the sales team; you can look for an email from her soon. In the meantime, feel free to let us know if you have any additional questions!

  • Avatar
    Aswin Kannan

    How do we create a list of customers who had a ticket within last 3 months (or any specific date range)?

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    Jessie Schutz

    Hey Aswin!

    You'd need to create some kind of custom field that identifies these users. I'm not sure what that would look like, but a custom field is the only way to get additional customer attributes to filter with.

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    Jim Carlton (Edited )

    We would like to create a customer list that selects users who have a ticket marked as closed in the last 30 days to use with the NPS Survey.

    We use an automation to close the tickets 5 days after they have been marked as solved. We thought about adding a tag ("NPS_eligible" or something like that) when this automation fires but we are unsure how to clear this tag once the customer list is used for that period's NPS survey. We can potentially add a custom field for this, rather than a tag, but we're again unsure how to reset/clear this so the user only receives the NPS survey after they have a ticket marked as closed within the last 30 days. 

    Any help/advice would be appreciated.

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    Daniel Yousaf

    Hi Jim!

    We don't have a pre-built way to do this, but there are some possible solutions involving your tagging idea :)

    I'm creating a ticket for us, because we'd need to discuss the Automations in your account.  You'll receive an email from me shortly.

    Best,

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