Working with Connect segments Follow

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6 comments

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    Ben from Destini

    You need to have more flexibility with the segment filters, like this: https://cl.ly/121V2A0c3M47

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    Ben from Destini

    What would really be great is if you could create a Segment based on the search of users in the bottom right of the Create Segment page, rather than just with the filters. 

  • Avatar
    Tim Nguyen

    @Ben - thanks for trying out the product and for the great feedback. I'm on the Connect Product Marketing team and I'd like to better understand your use case. 

    Could you share what type of segments you have in mind to create based on a search?  Wondering if there might be a workaround available or coming soon.   

    Also - the https://cl.ly/121V2A0c3M47 didn't work for me.  Could you describe what you're hoping for or re-send the link?

    Tim

  • Avatar
    Ben from Destini

    here's what I mean for creating segments based on search variables. 

    And here's another place I would imagine you could create a new segment -- you perform a search for something (the keyword "destini") and then save the results that come up as a Segment. However, this search is not working well -- a keyword entered should search all columns. Right now it appears to only search the Name column, which is pretty useless if you're looking for people in an organization by email for example. 

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    Tim Nguyen

    @Ben - great feedback, we are working on improving filter options and search so we'll definitely take this into consideration.  I have your requests noted and will be in touch soon with any updates!

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    Sam McCullough

    Is there plans to allow for organizational fields to generate segments? We enter in plan type and purchased add-ons into a clients organization as a custom field. It would be greatly beneficial to be able to filter out users based on this information. This would be similar to how automations in Support can use custom fields from organizations.

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