Managing CX Segments

Segments group CX Accounts or Users by shared fields, like products purchased, industry, or region. You can use segments to control which CX Portal accounts and users log into and which content they can access, as well as for internal reporting.

💡Account and user fields are managed by the Enablix team. They can be entered manually or synced from a CRM like Salesforce. To add, change, or remove fields, contact your Enablix CSM or help@enablix.com.

To Add a Segment:

Go to the segments tab:
- Account segments: Click CX Accounts from the left-hand navigation, then click the CX Account Segments tab.
- User segments: Click CX Users from the left-hand navigation, then click the CX User Segments tab.
Click the + icon.
Enter the segment's Name.
Select the fields and values that define the segment, like products purchased, industry, or region.

To Edit or Delete a Segment:

Go to the CX Account Segments or CX User Segments tab.
Check the box to the left of the segment.
Choose an action:
- Edit: Click the pencil icon, make your changes, and click Save.
- Delete: Click the trash can icon.

Questions? Reach out to help@enablix.com.