Customer management, segmentation

Learn how you can manage and segment your Audience

27 articles in this collection
Written by Alex Bitca

Re-add a previously deleted contact

Written by Alex Bitca
Updated over a week ago

Export Audience to a CSV file

Learn how to download or share via email your customers.

Written by Alex Bitca
Updated over a week ago

Reset audience last survey date

Written by Alex Bitca
Updated over a week ago

Customer identification options for link surveys

Written by Alex Bitca
Updated over a week ago

Customer profile

Access a customer’s profile to get more insights into the dynamics of his satisfaction with your product or service.

Written by Alex Bitca
Updated over a week ago

How to efficiently import over 100,000 customers

If you have over 100k customers, it's highly recommended to import them in a CSV file

Written by Alex Bitca
Updated over a week ago

How to view customers who opted out from your surveys

Written by Alex Bitca
Updated over a week ago

How to import customers from another service?

Written by Alex Bitca
Updated over a week ago

Audience Page: "At Risk" customer status

Written by Alex Bitca
Updated over a week ago

How to add a new customer?

Written by Alex Bitca
Updated over a week ago

How to add more customers manually?

Written by Alex Bitca
Updated over a week ago

How to remove customers from my list?

Written by Alex Bitca
Updated over a week ago

Customer segmentation - tags and properties

Attributes page

On the Attributes management page you can create, edit, merge or bulk delete customer properties, as well as customer and feedback tags.

Written by Alex Bitca
Updated over a week ago

Contacts attributes filters

Written by Alex Bitca
Updated over a week ago

Historical customer attributes

Written by Alex Bitca
Updated over a week ago

Manage boolean properties

Written by Alex Bitca
Updated over a week ago

How to add or remove customers' tags?

Written by Alex Bitca
Updated over a week ago

Importing customers from CSV

How to import a CSV list with customers?

Written by Alex Bitca
Updated over a week ago

Format guidelines for your CSV file with customers

Written by Alex Bitca
Updated over a week ago

Accounts Page

Accounts page

Written by Alex Bitca
Updated over a week ago

Companies list

Written by Alex Bitca
Updated over a week ago

Company profile

Written by Alex Bitca
Updated over a week ago

Edit a company's information

Written by Alex Bitca
Updated over a week ago

Manage company tags

Written by Alex Bitca
Updated over a week ago

Merge companies

Written by Alex Bitca
Updated over a week ago

Add or remove contacts from companies

Written by Alex Bitca
Updated over a week ago

Add or exclude companies

Written by Alex Bitca
Updated over a week ago