Bucket and act on your accounts and users on basis of business-level grouping , we call it as Segments . Think of Segments like bucketing on the basis of Plan, Contract Value, Lifecycle stage etcetera). Create a laundry list of items in the form of Lists.
Objective This article will help you understand, create and leverage Lists in CustomerSuccessBox. Who’s this for? If you are responsible for setting up CustomerSuccessBox, this article will help you w...
Overview This section will help you understand how to create segments of accounts based on your business-level grouping and how you can utilize this grouping throughout your CustomerSuccessBox instanc...
Overview This section will help you understand how to create and how you can utilize this grouping throughout your CustomerSuccessBox instance. Who is this for? This article is primarily for people re...
Overview This section will help you understand how to prioritize the segments in the CustomerSuccessBox instance. Who is this for? This article is primarily for people responsible for setting up Custo...
Question: Why am I unable to edit a few of my existing Segments? With the introduction of Lists, we have migrated a few parameters from Segment configuration to Lists. All your existing Segments will...