Segment Retail Customers with Zendesk User Fields
How can I segment my retail customers using Zendesk?
You can segment your retail customers in Zendesk by capturing relevant data through user fields. By setting up fields like 'Date of last purchase', 'Subscription renewal date', 'Average annual spend', 'Service level', and 'Social influence', you can gather detailed information about your customers. This data allows you to create unique workflows tailored to different customer segments, such as one-time shoppers or lifetime loyalists.
To implement this, you can use a combination of date fields, numeric fields, and dropdown fields to capture the necessary data. Once you have this data, you can create triggers to automate actions based on customer information, such as setting ticket priorities or involving specific team members. For more details, check out theoriginal Zendesk help article.
More related questions
What user fields should I set up for retail customer data in Zendesk?
For retail customer data in Zendesk, you should set up user fields that capture key information about your customers. These fields include 'Date of last purchase', 'Subscription renewal date', 'Average annual spend', 'Service level', and 'Social…
How do triggers work with user fields in Zendesk?
Triggers in Zendesk work with user fields by automating actions based on the data captured in those fields. For example, if a customer has a 'Platinum' service level or spends over $1000 annually, you can create a trigger to automatically set the…
What are the benefits of using dropdown fields for customer data in Zendesk?
Using dropdown fields for customer data in Zendesk offers several benefits, including standardization and ease of data entry. Dropdown fields allow you to define specific options for data entry, such as 'Platinum', 'Gold', 'Silver', and 'Bronze'…
How can I automate customer support workflows in Zendesk?
You can automate customer support workflows in Zendesk by using triggers in combination with user fields. By capturing detailed customer data, such as service level or annual spend, you can set up triggers to perform specific actions automatically….
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