With RetentionX, you are able to gain valuable insights about your customers. Using the Zendesk integration, you can share this information with your customer service teams and make it available in your customers' profile. This knowledge can then be used to identify customer segments that should be proactively contacted by email or phone. Let's see how it works!
Create a Segment in RetentionX
To identify customers for your outbound activities based on their segment affiliation, we first need to create a segment. In our example, we want to flag all customers who belong to the top 10% according to their LTV and are therefore essential for the brand, but at the same time have not placed an order in a while and are therefore overdue. Such customers are the ones we want to address personally and steer to the next purchase. This could look like the following:
Find these Customers in Zendesk
After connecting your Zendesk account to RetentionX and selecting "Segments" to be transferred, log in to your Zendesk account and follow the steps below:
- Access the Customers page to add and manage your end users.
- Search by end user properties. To search for all customers who belong to our segment, enter rx_segments:"Overdue Key Customers" in the search bar.
This list view can be used by your agents to guide overdue key customers to their next purchase.
Comments
0 comments
Please sign in to leave a comment.