Filtering a segment by Choices column in the Account

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Posted on by nickellis74

We have a custom Choices column on the Account object called 'Customer Groups'. We would like to produce a segment for each possible answer (and note, it's Choices not Choice, so there might be multiple true values). We designed this but it's not working and tbh I'm a bit stumped:

Any idea what I'm doing wrong?

Thanks

Nick

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Nya 29,060 on at

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Hi Nick,

I think the relationship you chose is wrong. Please try to modify it into Contact -> Account(Company Name).

The related field can be found in the Query view of the segment.

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nickellis74 90 on at

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That was it - thank you so much, Nya!

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