Create segments on Onboarding and Account Information

Kim Pham

• September 09, 2021 16:59
• Edited

Provide the ability to crate segments based on onboarding and account information.  Currently, users need to export the information out of the system to join the info together.  It would be a better experience if we could actually use Totango to join and report on this information.

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  Luke Johnson

  • September 09, 2021 16:40

  Hmmm, I'm able to use the "Product owned by Parent' field to pull segments with both Accounts (Customers) and Products. E.g. this one:

  

  It shows clients that own one product but also do not own another. 

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  Kim Pham

  • September 09, 2021 17:01
  • Edited

  Thanks Luke!  I actually wrote the wrong feature suggestion - info has been updated!

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