How to Create a User, Ticket, and Organization List in Proactive Campaigns for Zendesk
Effective campaigns start with reaching the right audience. The Proactive Campaigns app lets you easily build user, ticket, or organization lists by filtering contacts based on your needs. Whether you want to engage new users, follow up on specific tickets, or target particular organizations, this app helps you focus your efforts with precision.
User Lists
Easily create lists by filtering user data, such as when they were created or any custom fields you track. For example, you can build a list of users who signed up during a particular month, helping you tailor campaigns for specific customer segments.
Ticket Lists
Target your campaigns based on ticket details, including tags or status. If you want to send communications related to specific issues or products, filtering tickets by tags allows you to focus on exactly the right conversations.
Organization Lists
Reach out to users grouped by their organization with just a few clicks. For instance, you can create a list for everyone within the IT field to send personalized offers or relevant notifications.
In this step-by-step video, we walk you through how to build each type of list—from setting conditions and previewing your filtered contacts to saving your lists and launching campaigns immediately.
