We have a use case where we want to create email segments for community members who are a member of a specific group and use a specific product line (there are 3).
I’m looking at two options:
- A “Products Used” field on the user profile with multi-select checkboxes
- Custom role for Group+Product or just Product
I would prefer to use the first option, because it is more elegant and allows for the possibility of letting the user fill it in themselves. The down side of that option is that I don’t see a way to fill in those fields for multiple users at once and don’t currently have access to any API tools that would allow that.
The custom role can be applied to multiple users at once, but since we will only be applying the role to a small subset of community members, I am somewhat concerned about it being confusing or difficult to maintain over time.
Any advice? Am I missing any other options? We also have Gainsight CS but I don’t use it so I am not sure if it can write to the community database.
Thanks all!
