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Segments & Lists

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.

  • Configure and leverage Account 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...

  • Configure and leverage Account Segments

    Objective This article will help you understand, create and leverage Account Segments in CustomerSuccessBox. Who’s this for? If you are responsible for setting up CustomerSuccessBox (and specifically ...

  • Segment Prioritization

    Sometimes, it may happen that One Account belongs to more than one Segments as you have multiple Health Score Configurations for different Segments. In that case, you should indicate the priority of H...

  • Configure and leverage User Segments

    Objective This article will help you understand, create and leverage User Segments in CustomerSuccessBox. Who’s this for? If you are responsible for setting up CustomerSuccessBox (and specifically in ...

  • FAQs on Lists

    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...