Creating a Customer List in Zendesk
How do I create a customer list in Zendesk?
Creating a customer list in Zendesk is a straightforward process. You start by applying filters to determine which customers are included in the list.
To create a customer list, click the Customer Lists icon in the sidebar, then select 'Create a list'. Enter a title for your list and select a visibility option if you're an admin or an agent with permission to create shared lists. You can choose to make the list available to all agents, just yourself, or a specific group. Next, define the collection of users by selecting conditions, operators, and values. Conditions can include system attributes, tags, and custom user fields. Once you've set your filters, click 'Save' to create the list or 'Preview' to see it before saving. For more details, check out theoriginal documentation.
More related questions
What are customer lists in Zendesk used for?
Customer lists in Zendesk are used to segment your users based on specific criteria, similar to how views work for tickets. These lists allow you to group users by system attributes, tags, and custom fields, enabling you to analyze different…
Can I export a customer list from Zendesk?
Yes, you can export a customer list from Zendesk as a CSV file. This feature is available to all administrators and agents with the appropriate permissions. To export a customer list, click the Customer Lists icon in the sidebar, select the list…
How can I modify the columns in a Zendesk customer list?
You can easily modify the columns in a Zendesk customer list to customize the information displayed for each user. To add or remove columns, click the Customer Lists icon in the sidebar and select a list. Then, click the List controls icon on the…
What are the visibility options for customer lists in Zendesk?
In Zendesk, customer lists can have different visibility options depending on who creates them. Administrators and agents with the right permissions can create shared customer lists, which can be visible to all agents, just the creator, or a…
How can I use customer lists for email campaigns in Zendesk?
Customer lists in Zendesk can be used to send targeted email campaigns through integrated apps like MailChimp. To use customer lists for email campaigns, first ensure you have the necessary apps installed in Zendesk Support. Then, select the…
Can I edit an existing customer list in Zendesk?
Yes, you can edit an existing customer list in Zendesk to update its title, visibility, or filters. To edit a customer list, click the Customer Lists icon in the sidebar and select the list you want to modify. Click the list's name at the top to…
How do I view my customer lists in Zendesk?
Viewing your customer lists in Zendesk is simple and allows you to access all your lists in one place. To view your customer lists, click the Customer Lists icon in the sidebar. In the left pane, you'll see your lists, with shared lists first and…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
