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

Have more questions? Submit a request

51 Comments

  • Bharat kasyap

    Hi Team, 

    I would like to understand more about how custom list are generated.

    I have created custom report for Staff & Staff with Reporting for All agent as a filter.

    From the Custom Report I have these Data

     

    Zendesk shows these Data

    We can see there is difference in # of Agents from Report to that on Zendesk Roles.

    Please help me to understand why differences has raised.

     

    Let me know if any more details are required

     

     

    0
  • Graeme Carmichael

    Customer lists always exclude suspended users. So, if you have any Agent that is suspended, they will not be displayed in your customer list.

    Also, when you restrict a customer list with:

    • Role is Agent

    this will not show any Administrators. So, you really need a separate customer list for Administrators.

    0
  • Bharat kasyap

    Hi Graeme, 

    Cool, that's helpful to know why there is difference. 

    How can we pull suspended those excluded suspend users List?

    Actually we need to identify Suspended users also.

     

    Thank you

    0
  • Graeme Carmichael

    Unfortunately, GoodData does not record whether a user is suspended.

    In Zendesk, you can use this tip for listing suspended users.

    0
  • Bharat kasyap

    any luck to find out Staff, Staff with Report &Light suspended users ?

    We can view only suspended end users. 

     

    0
  • Jessie Schutz

    Hi Bharat! 

    I'm not sure I understand what you're asking; can you go into a little more detail?

    0
  • Deidre Jones

    Hi Jennifer, 

    I just installed the Survey Monkey app but when I click the icon in the side bar I get the message "The customer lists feature is required for this app. This feature is available as a Professional or Enterprise Add-on."

    Our HR department uses Survey Monkey for internal surveys and I had one of the specialists login with their credentials to authenticate. 

    Can you please let me know what I need to do to use the Survey Monkey app with Zendesk? 

     

    Thanks

    0
  • Nicole - Community Manager

    Hey Deidre - 

    You would need to purchase the Customer Lists add-on in order to have it integrate - the app won't work without it. This is required so that Survey Monkey can get the user data it needs in order to connect everything up. 

    For pricing and purchasing information, you'll have to contact our Sales team.

    Let us know if you have additional questions, and Happy Zendesking!
    0
  • Charlie Smith

    It would be really good to be able to create a list of users that have been updated in the last # of days. If anyone has a workaround for getting this information, please, could you help a girl out :)

    0
  • Nicole - Community Manager

    Hey Charlie - 

    When you say users that have been updated, do you mean that some of their contact info has changed? or that they have submitted or made a comment on a ticket? What form of update are you looking to track ?

    0
  • Charlie Smith

    Hello Nicole,

    Thanks for coming back to me. I mean the user fields within a user's information or their personal information. Nothing in relation to tickets. I know we can create custom lists of users, but it seems to only be for users created. We have a scenario where we need to ensure any changes to customers can be captured and fed back to our client.

    0
  • Jessie Schutz

    Hey Charlie!

    There isn't anything native that will provide this information, but you should be able to pull it out using the API!

    0
  • Charlie Smith

    Hi Jessie,

    Thank you for coming back to me on this. We'll have a look at using the API in that case.

    0
  • Ravi Prasad

    Hey. I am planning to make an Server side app which fetches all Customer Lists and sends mass emails to all customers in a list. I couldn't find a proper API documentation to get Customer Lists. Some help would be appreciated!

    1
  • Melvin Joseph

    Hello,

    I'm trying to download a list of agent accounts with their Alias using the Customer Lists. However, there isn't an option to export the alias as mentioned in this article.

    https://support.zendesk.com/hc/en-us/articles/203662016-Adding-an-agent-alias-Plus-and-Enterprise-

    0
  • Bart Brosens

    Is it possible to access these customer lists trough the api?

    we use a customer list of inactive agents (not logged for 3 months) which I would like to access the data from.

    thanks!

     

    0
  • Chee Lee

    Hi,

    I am unable to see this in my Zendesk domain and our account is an Enterprise.

    Chee

    0
  • Brett - Community Manager

    Hi Chee,

    Customer Lists is an add-on feature that will need to be purchased on both Professional and Enterprise plans. If this is something you're interested in, you'll want to reach out to your Account Executive to discuss further. If you're unsure who that is, let me know so I can get a ticket created on your behalf and passed over to the appropriate team :)

    Cheers!

    0
  • Stassa Miller

    How do I get the add-on to create customer lists?

    0
  • Brett - Community Manager

    Hey Stassa,

    You would want to get in contact with your Account Manager and they would be able to get you set up with this add-on. If you're unsure who your Account Manager is and I can create a ticket on your behalf :)

    Cheers!

    0
  • Stassa Miller

    done and ordering.  thank you :)

    0

Please sign in to leave a comment.

Powered by Zendesk