Segment Productboard Feedback by Company
Create a dynamic company segment from company attributes, then filter an insights board by that Segment. Use a company filter directly when the task concerns one named account.
Before you start: Current pricing includes manual and dynamic customer segments on Business and Enterprise. Confirm a legacy contract’s entitlement with your Admin, then populate eligible text/number fields and verify company attribution on feedback.
Worked example: A PM wants feedback from active mid-market accounts in EMEA. Define those criteria on company data; do not substitute every note tagged enterprise for verified account membership.
Step-by-step guide
Check the account attributes
Inspect several company records for the fields the cohort needs. Normalize missing values before assuming a blank account is outside the segment.
Create the segment
Use Settings → Segments → Create, name the cohort and select the dynamic company type.
Configure the rules
Use Add rule and eligible company fields. Review AND versus OR and inspect the preview companies before saving.
Save the definition
Click Save when the preview matches the intended cohort. Unsaved experiments do not update the shared segment definition.
Filter the evidence
On the insights board use Filtered by → Segment and select the cohort. Open sample notes to verify the correct company association.
Common mistakes
Assuming every custom field can define a rule
The guide limits dynamic rules to custom number and text fields; single- and multi-select custom fields are not eligible.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.