Managing your customer lists (Professional Add-on and Enterprise Add-on) Follow

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6 comments

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    Steven Yan

    Hi Marissa, we don't have this capability yet, but this is the most requested feature for customer lists by far. I do not have a timeline for when this will be implemented but we are listening to this feedback.

  • Avatar
    Keith @ Zendesk

    Hey Marissa,

    I just wanted to add to this thread and your question here. If I'm understanding your question right, you can still make your Customer List based off the Organization alone and it will still pull in the End Users from that Organization, whether they share the same Tags or not.

    I hope that helps! If you require any other assistance, please let us know.

    Thanks!

  • Avatar
    Olivia Frucci

    Hi, 

    We want to use customer lists with mail chimp and we have the enterprise add-on but don't have the "customer list" feature on our menu bar. Are there instructions on how to activate that?

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    Jessie - Community Manager

    Hey Olivia!

    Sorry for the delayed response here! I see that you were able to get assistance with this in a ticket but for anybody else who might be wondering, your Account Manager can assist you with getting add-ons like Customer Lists added to your account. You can just contact our Support team and they'll get you in touch with the right person!

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    Lauren R

    Hello. Can you run reports in insights based on these list tags? For example, we want to see how many tickets were requested by everyone in list A and compare to everyone in list B, to help determine which users need more outreach and proactive training. Perhaps list A came from a conference and list B came from referrals, and comparing their ticket volume would be helpful intelligence. Thank you.

     

  • Avatar
    Graeme Carmichael

    Lauren

    Unfortunately customer lists are not available in Insights. 

    But you can use custom user fields and custom organisation fields to tag tickets. So you may be able to isolate different customers that way and reflect the different customers in your reporting. 

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