Managing user segments

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14 Comments

  • Ben Fulton

    Is there any way that we can export a list of the users in a user segment to CSV/spreadsheet, either from Guide or via Explore?

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  • Heather Rommel
    Community Moderator
    The Product Manager Whisperer - 2021

    Hi Ben Fulton,

    I believe you can do this from the Customer Lists Add On. If you don't have that add on, I can see if I can test it for you.

    Sincerely,

    Heather

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  • Ben Fulton

    Hi Heather,

    Thanks! We don't have a need for this add on aside from outputting lists, so I'm hesitant to spend any time with it unless we know it can definitely create a customer list from a user segment. I don't see user segments mentioned in the section about creating customer lists.

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  • Heather Rommel
    Community Moderator
    The Product Manager Whisperer - 2021

    Hi Ben,

    I just tried testing this and it doesn't seem that Customer Lists pulls in the User Segment field (which seems like a miss on Zendesk's side - I wonder if they'll add this in the future?). Sorry for not knowing that up front!

    I'm not sure what metric Explore would use for "User Segment" but I bet if you can figure that out, you can create a query with users that you can export in Explore once you add it to a dashboard?

     

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  • Mark Glinski

    Is there any way to search for a specific user in a segment?

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  • Cheeny Aban
    Zendesk Customer Care

    Hi Mark,

    As of the moment, you can see all the matching users in a specific user segment when you edit one. As of the moment, there is no option to search for a specific person in a segment yet. Alternatively, you can also check the person's profile to see the user segment where he/she belongs.

     

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  • Mark Glinski

    Is it in Zendesk's roadmap to provide the capability to search for a user in a segment or at all? If not, please consider this a feature request. ;-)

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  • Cheeny Aban
    Zendesk Customer Care

    Hi Mark,

    I'm happy to mark this as Product Feedback. We truly value customer feedback and your voice and votes in the product feedback topics in the community help influence future Zendesk functionality.

     

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  • Audrey Moore

    I am unable to add over 50 users to a segment. Am I missing something, or is this impossible? 

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  • Dave Dyson
    Zendesk Community Manager

    Hi Audrey, yes there's a limit of 50 individual users that can be included (all the limits are included in Creating user segments. I'd suggest you add a user tag to the profiles of users you want to include, and then base your user segment on that tag (see Adding tags to users and organizations

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  • Pan Vivian

    I have a question while using zendesk help center. How can we know which user segment the end user belong in help center? I need user segment id in our product.

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  • Jeff C
    Zendesk Customer Care

    Hi Pan,

    You can leverage the User Segment end point specifically the List User Segments endpoint. The /api/v2/help_center/users/{user_id}/user_segments.json endpoint returns the list of user segments that a particular user belongs to.

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  • Pan Vivian

    Jeff C  Thanks Jeff. 

    I know this API. But only agents and admin have access to this API. When an end user is login, how can he know which user segment he belong to?

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  • Jeff C
    Zendesk Customer Care

    Hi Pan,

    Unfortunately, User Segments are only visible to Agents hence an End User would not be able to pull up or check directly as to which segment they belong.

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