Can segments be created across entities in Chargebee?

This article covers

Email Segmentation

Email notifications

Summary

If your business requires you to send out targeted emails to customers, based on specific criteria; keep in mind that within Chargebee, customer-level emails such as 'Customer created' email can only be segmented by a segment created from the Customer Index page in Chargebee. The same applies to subscription and invoice-related emails as well. Chargebee does not support creation and usage of segments across entities.

Solution

For customer-level emails such as 'Customer created' email, you would be able to create a Customer-level segment that is made up of a bunch of filters at the customer level.

Here's a video showing how you can create a segment at the customer level and associate it with a customer-level email notification.

Note: Segmentation is available in specific Chargebee plans. Visit Plans and Pricing for more details on availability.