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Exporting Customers in a Segment

Suggest edit Updated on January 19, 2022

After you populate a Segment, you can export a list of its unique customers.

Pega Customer Decision Hub
  1. Use the customer grid to view the customers in the Segment.
    • For Criteria Segments, click the Show customers link in the Segment header panel. This launches a pop-up grid listing the customers in the Segment.
    • For List Segments, the same customer grid is available directly on the Customer list tab of the Segment.
  2. The customer grid displays the built-in Default customer view. If your implementation team defined other views for the customer grid, you can switch to them by selecting the view in the list and clicking View.

    Tip: To define a custom data view, create a Report Definition in the Customer- class that has a custom field named DataManagement and value Views.
  3. Export the data view to a CSV file.
    • For Criteria Segments, click Export in the pop-up window which displays the customer grid.
    • For List Segments, ensure that the Segment is checked in, and then click Export on the Customer list tab of the Segment.
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