Welcome to Totango Campus
Build skills, earn badges, and unlock new ideas.
Not sure where to start?
Find courses relevant to your role.
New Totango User
Certification track for anyone new to Totango who manages accounts (such as a CSM) or who manages a team (such as a Director).
5 Courses
Learning Paths
New Totango User
Totango Functionality
Manage customers
Lead a team
New Totango Admin
Certification track for anyone new to Totango with access to portions of Global Settings (such as Team Admin) or who manages journey programs.
10 Courses
Learning Paths
New Totango Admin
Totango Functionality
Administer systems
Totango Data Admin
Non-certification track for anyone who manages hierarchies, attributes, integrations, usage, and other data considerations within Totango.
4 Courses
Learning Paths
Global Settings
Data
Totango Functionality
Administer systems
Totango Data Admin
New SuccessBLOCs Creator
Non-certification track for anyone new to Totango who manages customer journey programs using SuccessBLOCs (such as CS Operations).
5 Courses
Learning Paths
New SuccessBLOCs Creator
Totango Functionality
Build programs
Get me started!
Looking for a better way to manage your customers? This exploration track helps you get oriented with best practices and practical tips.
2 Courses
Boost customer success team efficiency
Reduce manual workload and scale operations to improve customer success team productivity.
Business outcomes
Proactively prevent customer churn
Keep your book of business healthy by efficiently detecting risk and enabling your team to proactively address it.
Business outcomes
Video - Use Totango as a "Viewer"
Totango "Viewers" can access read only platform functionality for purposes of visibility into customer data, workflows, and performance.
Videos
New Totango Admin
<10 minutes
Totango Functionality
Administer systems
How-to
Video - Analyzing Revenue Performance
Use actual data to review performance after a time period closes.
Videos
New Totango Admin
<10 minutes
Totango Functionality
Administer systems
Executive Console
How-to
Efficiently increase revenue growth
Easily identify customer expansion opportunities, manage the upsell process, and leverage your happy, healthy customers to grow your business.
Business outcomes
Customer success 101: Harvesting lifetime value
Are you new to customer success? Explore the “farming” foundations of the CS landscape in the post-sale customer journey. Learn principles of programs and playbooks, customer health, and common business metrics every CSM should know.
17 min
<30 minutes
Industry Expertise
Manage customers
Video - Detect Risk overview
The "Detect Risk" SuccessBLOC gives you instant visibility into customer signals and critical events to move from a reactive engagement model to a proactive one.
Videos
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Risk
Featured BLOCs
Learn Totango in 10 minutes
Ground control to CSMs! Take a fast-track tour of key terminology and suggested uses that will help connect your productivity to purpose in the galaxy of Totango.
10 min
Courses
New Totango User
<10 minutes
Manage customers
Video - Canvas Use Case
Learn how Simpleview uses Canvas to train their team, get feedback on new processes, and continually refine their programs.
Videos
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Build customer loyalty
Understand and act cross-functionally on customer feedback to build and nurture deep, lasting connections.
Business outcomes
Video - Updating Information
Learn how to update account and customer data. Major topics include automatic vs. manual, updating in bulk, and requesting information.
Videos
<30 minutes
New Totango User
<10 minutes
Totango Functionality
Manage customers
Account Profiles
How-to
Video - Assignment & Teams
Explore part one of user management. Major topics include account assignment roles and team settings.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Totango Functionality
Administer systems
Lead a team
How-to
Video - Configuring Account Layouts
Use the Customer Portal to share Success Plan Objectives with customers. Major topics include shareable items, inviting customers, and completing tasks.
Videos
New Totango Admin
<10 minutes
Totango Functionality
Administer systems
Lead a team
Account Profiles
How-to
Video - Choosing Health Indicators
Review best practices for choosing health indicators and common metrics for measurement. Major topics include criteria examples and lessons learned from iteration.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Totango Functionality
Health
Administer systems
How-to
Video - SuccessBLOCS Basics
Walk through the fundamentals of a SuccessBLOC from a Portfolio Manager's perspective. Major topics include filtering the scorecard, previewing campaigns, and searching the canvas.
Videos
<30 minutes
New Totango User
SuccessBLOCs
Segments
<10 minutes
Totango Functionality
Manage customers
How-to
Video - Developing Success Plans
Plan for success in Totango. Major topics include developing objectives and customizing action plans.
Videos
<30 minutes
New Totango User
<10 minutes
Totango Functionality
Manage customers
Account Profiles
How-to
Video - Introduction to Data Modeler
Learn about Account and User schema in Totango. Major topics include unique identifiers and required fields, dimensions, and navigating the Data Modeler.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Data
Totango Functionality
Administer systems
Totango Data Admin
Video - Customer Engagement
Explore Customer Engagement options within Global Settings. Major topics include: Campaign defaults, touchpoint defaults, and customer portal.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Totango Functionality
Administer systems
Campaigns
How-to
Video - Grow Your Reference Program
The "Grow Your Reference Program" SuccessBLOC helps you celebrate and focus on your greatest asset—your customers! Drive long-term loyalty and create references to support your organization's continued growth.
Videos
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Advocacy
Video - Use Totango as a "Contributor"
Totango "Contributors" can access limited platform functionality for purposes of basic account management.
Videos
New Totango Admin
<10 minutes
Totango Functionality
Administer systems
How-to
Not Your Mama's NPS
This on-demand webinar teaches you how to improve your NPS experience and get the most out of your VOC programs. That’s right, we have all the right actions in place to consistently execute and improve your scores and create advocates for your brand.
Webinars
On-Demand
Advocacy
Totango Product Tour
Start a product tour to learn how to build and create the best customer experiences across your customer journey in just a few minutes.
Webinars
Live
Totango Functionality
live-demo
Improve customer health scores
Use customer data to represent, analyze, and act on good, average, or poor customer health.
Business outcomes
Video - Use case: Digital Program Manager
Are you tasked with running digital programs? Learn from Totango's own Digital Programs Manager, Erica. She shares her first "a-ha!" moment in Totango and how she keeps an eye on active customers in her programs.
Webinars
Videos
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
On-Demand
My Portfolio
Totango Functionality
Build programs
SuccessPlays
Creator Snapshot
Coffee chat
Video - Explore CSAT & NPS attributes
Learn how to configure important attributes for the "Run VOC Program" SuccessBLOC.
Videos
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Data
Totango Functionality
Build programs
Advocacy
Featured BLOCs
Video - Generating a QBR Presentation
Use Presentation Builder to quickly generate slide decks for customer meetings. Major topics include adding data tags to a template and making changes to a generated presentation.
Videos
<30 minutes
<10 minutes
Totango Functionality
Manage customers
Account Profiles
How-to
Video - Measuring Campaign Performance
Learn how to measure campaign performance. Major topics include taking action on the results and individual user behavior.
Videos
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
<10 minutes
Administer systems
Build programs
Campaigns
How-to
Ask Me Anything about Data
From integrating your data sources to configuring your queries correctly, Ask Me Anything (AMA) sessions help you get your data up and running quickly.
Webinars
New Totango Admin
Live
Totango Functionality
Administer systems
live-askmeanythingdata
Totango Data Admin
Video - Configuring Revenue Center
Learn where to find Revenue Center configuration options and see examples for each setting.
Videos
New Totango Admin
<10 minutes
Totango Functionality
Administer systems
Executive Console
How-to
Video - Adding a Custom Metric
Measure value unique to your business model. Major topics include example formulas and use cases, sing the formula editor, and consuming a custom metric.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Data
Totango Functionality
Administer systems
Totango Data Admin
How-to
Enhance customer data visibility
Create a single source of truth for customer health and unifying customer data to empower cross-functional teams in the tools they use every day.
Business outcomes
Video - Top 5 things you need to know
Here are 5 things you need to know that connect your productivity to purpose in the galaxy of Totango!
Videos
Manage customers
Looking for inspiration
Shorts
Analyzing Revenue in Totango
Give your teams insight into renewal management and revenue analytics for paying accounts. (Designed for admins but open to all.)
20 min
Courses
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Video - Create touchpoints from email
You may already know that you can send emails from Totango touchpoints, but did you know that you can also create Totango touchpoints from any email client? Check out these common use cases.
Videos
New Totango User
<10 minutes
Totango Functionality
Manage customers
Looking for inspiration
Shorts
SuccessBLOC Setup: Detect Risk
Customize and activate the Detect Risk SuccessBLOC in Totango. Get visibility into customer signals and critical events to move from a reactive engagement model to a proactive one.
17 min
Courses
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
Totango Functionality
Build programs
Risk
Drawing Up Winning SuccessPlays in Totango
Automate digital workflows and internal collaboration in Totango! Learn how to plan, activate, and fine-tune SuccessPlays.
18 min
Courses
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
Totango Functionality
Administer systems
Build programs
Designing Health Profiles in Totango
Elevate decision making in Totango! Learn how to design health profiles with a clear path for action.
28 min
Courses
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Video - What's next for your VOC program?
Refine KPIs to ensure predictability on meeting your targets.
Videos
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Advocacy
Featured BLOCs
Video - Amplify team visibility with account assignment
Do you know how to use “account assignment” in segmentation engines? View these tips for mastering one Totango’s most powerful attributes!
New Totango User
New Totango Admin
Segments
<10 minutes
Totango Functionality
Looking for inspiration
Account Profiles
Shorts
Video - Introducing Totango In-App
Customer success and product management teams unite to leverage in-app communications to deliver superior customer experiences.
Videos
<10 minutes
Totango Functionality
In-App
Video - Review data for customers at risk
Learn best practices for collaborating in this SuccessBLOC and analyzing your data.
Videos
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Risk
Featured BLOCs
Video - Introduction to SuccessPlays
Learn the fundamentals of SuccessPlays. Major topics include event-based vs. manual, and use cases for actions.
Videos
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
<10 minutes
Totango Functionality
Administer systems
Build programs
SuccessPlays
How-to
Video - Use segments to run team meetings
Did you know you can use Totango to run your account review meetings? Check out these common use cases to move your conversations out of spreadsheets and into Totango.
Videos
New Totango User
<10 minutes
Totango Functionality
Manage customers
Lead a team
Looking for inspiration
Account Profiles
Shorts
Creating Awesome Campaigns in Totango
Master campaign design in Totango! Learn how to create new campaigns, strategize campaign settings, and manage performance.
27 min
Courses
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
Totango Functionality
Administer systems
Build programs
Video - Updating Forecasts and Goals
Forecasts allow your teams to predict retention, upsell, downgrade, and churn for current and future time period—and compare forecasted and actual values with expected results.
Videos
New Totango Admin
<10 minutes
Totango Functionality
Executive Console
How-to
Video - Add customer insights to your sales toolkit
Did you know that you can access customer health and engagement metrics directly in Salesforce? If configured, everyone on your sales teams can rely on these data points from Totango–without requiring a separate license.
Videos
New Totango Admin
<10 minutes
Totango Functionality
Health
Looking for inspiration
Account Profiles
Shorts
Video - Data File Integrations
Set up an integration with a data file. Major topics include file format and "one-time" vs. "scheduled" jobs.
Videos
<30 minutes
Global Settings
<10 minutes
Data
Totango Functionality
Administer systems
Totango Data Admin
How-to
Video - Hierarchy Overview
Review account hierarchy structures in Totango. Major topics include: features of a hierarchy and when to use a hierarchy.
Videos
<30 minutes
<10 minutes
Data
Totango Functionality
Administer systems
Setting up Totango
Totango Data Admin
How-to
Video - Get your customer data into Totango
Adding data is very much a, “Well, it depends” topic! Get help choosing your next step.
Videos
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Onboarding
Data
Setting up Totango
Risk
Advocacy
Featured BLOCs
Video - Manage Contract Renewals overview
The "Manage Contract Renewals" SuccessBLOC gives you visibility into where each customer is within the renewal process so that you can implement the right measures to make sure your customers keep coming back.
Videos
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Onboarding
Totango Functionality
Build programs
Renewal
Video - Totango SuccessBLOCs
SuccessBLOCS improve critical touchpoints with your customers using data-driven best practices and automation at scale. Start building your customer journey!
Videos
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Setting up Totango
Video - Designing a Campaign
Learn techniques for making your emails shine! Major topics include columns and components, overriding global settings, and link tracking.
Videos
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
<10 minutes
Totango Functionality
Administer systems
Build programs
Campaigns
How-to
Video - What's next for your onboarding program?
Refine KPIs to ensure predictability on meeting your targets.
Videos
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Onboarding
Totango Functionality
Build programs
Featured BLOCs
Video - Boost your productivity with segments
Did you know you can easily log meeting notes and tasks for all your accounts from one spot? Check out these examples to boost your productivity in Totango.
Videos
New Totango User
Segments
<10 minutes
Totango Functionality
Looking for inspiration
Account Profiles
Shorts
Video - Map risk values
Learn how to configure important attributes for the "Detect Risk" SuccessBLOC.
Videos
SuccessBLOCs
<10 minutes
Data
Totango Functionality
Build programs
Risk
Featured BLOCs
Video - What's next for your detect risk program?
Refine KPIs to ensure predictability on meeting your targets.
Videos
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Risk
Featured BLOCs
Video - In-app configuration: Installing the code snippet
Complete these steps when setting up in-app for the first time. These steps should be completed with engineering assistance.
Videos
<10 minutes
Totango Functionality
In-App
Video - Customize & launch your onboarding program
Visualize your program and set it into motion with SuccessPlays and Campaigns.
Videos
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Onboarding
Totango Functionality
Build programs
Setting up Totango
SuccessPlays
Featured BLOCs
Video - Review data for customers in onboarding
Learn best practices for collaborating in this SuccessBLOC and analyzing your data.
Videos
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Onboarding
Totango Functionality
Build programs
Setting up Totango
Featured BLOCs
Video - Introduction to Customer Data Hub
Explore the Customer Data Hub. Major topics include objects, connector types, and creating connections.
Videos
<30 minutes
Global Settings
<10 minutes
Data
Totango Functionality
Administer systems
Setting up Totango
Totango Data Admin
How-to
Video - Zoe Overview
Use Totango everywhere! Review free and add-on options for using Zoe.
Videos
<30 minutes
New Totango Admin
<10 minutes
Totango Functionality
Administer systems
How-to
Video - Calculating Health in Hierarchies
Review health modeling options for for account structures that have a more than one level.
Videos
<30 minutes
<10 minutes
Data
Totango Functionality
Health
Administer systems
Setting up Totango
Totango Data Admin
How-to
Video - Implementing a Hierarchy
Learn how to implement a multi-level hierarchy in Totango
Videos
<30 minutes
<10 minutes
Data
Totango Functionality
Administer systems
Setting up Totango
Totango Data Admin
How-to
Video - Use case: CS Leader
Are you a leader who manages CS teams? Learn from Totango's own Chris Dishman (Sr. VP of CS)—also a former Totango customer! He shared his first "a-ha!" moment in Totango and tips for empowering individual performers to drive company goals.
Webinars
Videos
<10 minutes
Lead a team
Looking for inspiration
Coffee chat
Video - Onboarding New Team Members
Discover additional metrics to help gauge adoption and performance for new team members, who are using Totango for the first time.
Videos
<30 minutes
New Totango User
New Totango Admin
<10 minutes
Totango Functionality
Health
Manage customers
Lead a team
Executive Console
How-to
Video - Activating Multidimensional Health
Explore design considerations for multidimensional health. Major topics include dimension hygiene, weight allocation, and health score ranges.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Totango Functionality
Health
Administer systems
How-to
Video - Adding Attributes
Add attributes to the Data Modeler. Major topics include user attributes and account attributes.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Data
Totango Functionality
Administer systems
Totango Data Admin
How-to
Video - Totango Opportunity Management
Totango opportunity management allows your Customer Success and Sales team to better collaborate on deals in progress. In this video, we’ll show you what you can do with Opportunity Management and considerations for setup.
Videos
New Totango Admin
<10 minutes
Totango Functionality
Administer systems
Totango Data Admin
Expansion
Video - Executive Dashboard overview
The "Executive Dashboard" SuccessBLOC allows you to take action on all customer success and team performance KPIs.
Videos
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Expansion
Renewal
Video - Collaborating in Customer Portal
Use the Customer Portal to share Success Plan Objectives with customers. Major topics include shareable items, inviting customers, and completing tasks.
Videos
<30 minutes
New Totango User
<10 minutes
Totango Functionality
Manage customers
Account Profiles
How-to
Video - Welcome to Totango
Learn what Totango can do and how to navigate the platform. Major tasks include using search and editing your profile.
Videos
<30 minutes
New Totango User
<10 minutes
Totango Functionality
Manage customers
How-to
Video - Usage Data
Get insights into product activity and user behavior. Major topics include account attributes, user-level usage, and aggregated account usage.
Videos
<30 minutes
Global Settings
<10 minutes
Data
Totango Functionality
Administer systems
Setting up Totango
Totango Data Admin
How-to
Introduction to Global Settings in Totango
Discover Totango as a new Administrator! Learn what Global Settings are available, common tools for managing change, and how to update campaign preferences.
21 min
Courses
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Video - Segments
Search and group data on-the-fly! Major topics include copying and saving, choosing filters, and best practices for using segment views.
Videos
<30 minutes
New Totango User
New SuccessBLOCs Creator
Segments
<10 minutes
Totango Functionality
Manage customers
Build programs
How-to
Video - Running a Campaign
Learn techniques for setting your emails into motion. Major topics include audience and timing, setting a goal, and best practices for Sender and Subject.
Videos
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
<10 minutes
Administer systems
Build programs
Campaigns
How-to
Video - Run VOC Programs overview
The "Run VOC Programs" SuccessBLOC helps you kick-start a real-time customer feedback loop to improve your journey programs.
Videos
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
On-Demand
Onboarding
Totango Functionality
Build programs
Advocacy
Featured BLOCs
Video - Introduction to Revenue Center
Review renewal management and revenue analytics functionality of Totango's Revenue Center, including recommended use cases and key requirements.
Videos
New Totango Admin
<10 minutes
Totango Functionality
Administer systems
Executive Console
Video - Personalizing a SuccessBLOC
Learn how to quickly customize marketplace items within your SuccessBLOC and set them into motion. Major topics include: Reviewing data, best practices for publishing the SuccessBLOC, and activating individual items.
Videos
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
How-to
Video - Adding a SuccessBLOC
Learn techniques for adding a new SuccessBLOC. Major topics include mapping out your journey, getting team feedback, and Marketplace templates.
Videos
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
How-to
For the Health of It
Join us live to learn how to make your customer health score actionable. Learn how to configure and use our Customer Health models to quickly pinpoint issues or a deeper “dimensional analysis” for your business.
Webinars
New SuccessBLOCs Creator
Live
Industry Expertise
Build programs
live-forthehealth
On-Demand Demo
Take a walkthrough with one of our Totango experts to learn more about what Totango can do for your business.
Webinars
<30 minutes
On-Demand
Totango Functionality
Managing a Portfolio in Totango
Learn how to develop a daily workflow in Totango! Stay on top of notifications and tasks, and apply best practices for managing your portfolio of accounts.
28 min
Courses
<30 minutes
New Totango User
Totango Functionality
Manage customers
Video - Drive Product Adoption overview
The "Drive Product Adoption" SuccessBLOC allows you to personalize your customers' product adoption experience to ensure use and help unlock additional value
Videos
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Expansion
Adoption
Video - Work Focus
Prioritize work activity in Totango. Major topics include filtering by manager and monitoring time to completion.
Videos
<30 minutes
New Totango User
New Totango Admin
<10 minutes
Totango Functionality
Health
Manage customers
Lead a team
Executive Console
How-to
Connecting Data in Totango
Bring your customer data to life! Manage all data source connections and other integration jobs, including streamed activity via usage data.
30 min
Courses
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Totango Data Admin
Video - Use case: CSM
Claire manages a large portfolio of accounts. She shares how she prepares for customer meetings and takes notes in Totango.
Videos
<30 minutes
New Totango User
<10 minutes
Totango Functionality
Manage customers
Account Profiles
Creator Snapshot
Video - Introduction to Health
Learn where to find health scores in Totango and how scores are calculated. Major topics include Account Health vs. Multidimensional Health and segmenting health profiles.
Videos
<30 minutes
New Totango Admin
<10 minutes
Totango Functionality
Health
Administer systems
How-to
Leading Customers to Success in Totango
Collaborate with your customers! Help customers achieve their objectives and learn tips for elevating your mutual success.
25 min
<30 minutes
New Totango User
Totango Functionality
Manage customers
Video - Track key data points
Check out this best practice for updating account profile attributes during your customer meetings.
Videos
New Totango User
<10 minutes
Data
Totango Functionality
Manage customers
Looking for inspiration
Account Profiles
Shorts
Video - My Portfolio
Learn how to manage your Totango portfolio. Major topics include adjusting the "My Portfolio" widget and staying on top of notifications and tasks.
Videos
<30 minutes
New Totango User
<10 minutes
My Portfolio
Totango Functionality
Manage customers
How-to
Planning Account Hierarchies in Totango
Plan the account structure for your customer data in Totango! Determine which hierarchy option to use and how to prepare your data to support the selected model.
17 min
Courses
<30 minutes
Totango Functionality
Administer systems
Totango Data Admin
Open Office Hours - "I just went live. Now what?"
Unsure on our next steps, or need help recalling something from Onboarding? Join us for an open discussion where you can listen, learn, and ask our Experts whatever is on your mind.
Webinars
New Totango Admin
Live
Totango Functionality
Administer systems
Build programs
Setting up Totango
live-officehours
Vision & Roadmap (2024)
In this recorded webinar, Chief Product Officer Kevin Chiu guides you through the merger, showcases enhanced capabilities, and unveils the exciting future of customer success.
Webinars
On-Demand
Video - Measuring Play Effectiveness
Learn best practices for making changes to active plays and identifying effectiveness for task-based plays.
Videos
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
SuccessPlays
How-to
Video - Customize & launch your VOC program
Visualize your program and set it into motion with SuccessPlays and Campaigns.
Videos
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
SuccessPlays
Advocacy
Featured BLOCs
Video - Campaign Design Practices
Review "typical" engagement metrics and the impact of hyper-personalization.
Videos
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Campaigns
How-to
Video - Use case: CSM
Do you know how to check your customer's pulse? Learn from Totango's own Team Lead for Enterprise CS, Elizabeth. She shares her first "a-ha!" moment in Totango and how she uses health to drive success with her customers.
Videos
<30 minutes
New Totango User
My Portfolio
Totango Functionality
Health
Manage customers
Account Profiles
Creator Snapshot
Coffee chat
Video - Introduction to Global Settings
Get a quick introduction to Global Settings. Major topics include top configuration steps for a new instance, and tools for change management.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Totango Functionality
Administer systems
How-to
Video - Account Coverage
Monitor team performance in Totango, with emphasis on account coverage. Major topics include filtering by team role, suggested uses for activity volume insights, and customizing team performance metrics.
Videos
<30 minutes
New Totango User
<10 minutes
Totango Functionality
Manage customers
Lead a team
Executive Console
How-to
Improving Your Performance in Totango
Monitor and elevate your performance in Totango! Learn how to use the Team Spotlight to prioritize work activity, advise team members, and make strategic decisions together.
21 min
Courses
<30 minutes
New Totango User
Totango Functionality
Manage customers
Lead a team
Video - Customize & launch your risk program
Visualize your program and set it into motion with SuccessPlays and Campaigns.
Videos
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
SuccessPlays
Risk
Featured BLOCs
Video - Data Source Integrations
Set up a scheduled integration with a data source. Major topics include data source, mappings, and scheduling.
Videos
<30 minutes
Global Settings
<10 minutes
Data
Totango Functionality
Administer systems
Totango Data Admin
How-to
A Day in the Life (CSM)
Learn about a "Day in the Life" of a CSM navigating throughout Totango, managing your portfolio, and interacting with your customers' account profile pages.
Webinars
New Totango User
Live
Totango Functionality
Manage customers
live-dayinthelifecsm
Video - Map onboarding stages
Learn how to configure important attributes for the "Manage Onboarding Projects" SuccessBLOC.
Videos
<30 minutes
New SuccessBLOCs Creator
Global Settings
SuccessBLOCs
<10 minutes
Onboarding
Data
Totango Functionality
Administer systems
Build programs
Setting up Totango
Featured BLOCs
Video - Running a SuccessPlay
Learn how to run a play. Major topics include event-based vs. manual, choosing a template, and completing mandatory items.
Videos
<30 minutes
New Totango User
New Totango Admin
<10 minutes
Totango Functionality
Administer systems
Manage customers
SuccessPlays
How-to
Managing Users & Teams in Totango
Streamline team access in Totango! Learn how to manage account assignment, team roles, and users.
15 min
Courses
<30 minutes
New Totango Admin
Global Settings
Totango Functionality
Administer systems
Lead a team
Video - Review survey data
Learn best practices for collaborating in this SuccessBLOC and analyzing your survey data.
Videos
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Risk
Advocacy
Featured BLOCs
Video - Data Types for Attributes
Review the core account attribute types in Totango, including Text, Number, Date, Currency, Lifecycle, and List / Multi-list.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Data
Totango Functionality
Administer systems
Totango Data Admin
How-to
Video - Reviewing a Portfolio Timeline
Review a portfolio by timeline with your team. Major topics include account assignment filters and suggested uses.
Videos
<30 minutes
New Totango User
Segments
<10 minutes
My Portfolio
Totango Functionality
Manage customers
Lead a team
How-to
Video - Activating a SuccessPlay
Learn how to set up a SuccessPlay from scratch. Major topics include trigger criteria and scheduling options.
Videos
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
<10 minutes
Totango Functionality
Administer systems
Build programs
SuccessPlays
How-to
Navigating Totango
Discover Totango as a new user! Learn what Totango can do and the key features that power your customer success operations.
29 min
Courses
<30 minutes
New Totango User
New SuccessBLOCs Creator
New Totango Admin
Totango Functionality
Administer systems
Manage customers
Build programs
Lead a team
Totango Data Admin
Video - Touchpoints & Tasks
Elevate customer engagement. Major topics include sending an email from a touchpoint, choosing a FLOW, and creating ad hoc tasks.
Videos
New Totango User
<10 minutes
My Portfolio
Totango Functionality
Manage customers
Account Profiles
SuccessPlays
Video - Creating a Scorecard
Learn how to set program goals and visualize KPIs to monitor progress. Major topics include a refresher on segments, customizing the scorecard display, and choosing the right visual type for your metric.
Videos
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
Segments
<10 minutes
Totango Functionality
Build programs
How-to
Video - Customer 360 overview
The "Customer 360" SuccessBLOC leverages account-level attributes from your activated SuccessBLOCs to help you surface real-time insights into your entire customer base, all in one place.
Videos
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
<10 minutes
Totango Functionality
Build programs
Risk
Expansion
Adoption
Renewal
SuccessBLOC Setup: Manage Onboarding Projects
Customize and activate the Manage Onboarding Projects SuccessBLOC in Totango. Standardize your onboarding experience so that you can get your customers started faster and set them up for long-term success.
17 min
Courses
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
Onboarding
Totango Functionality
Build programs
Setting up Totango
SuccessBLOC Setup: Run VOC Programs
Customize and activate the Run VOC Programs SuccessBLOC in Totango. Kick-start a real-time customer feedback loop to improve your journey programs.
16 min
Courses
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
Totango Functionality
Build programs
Setting up Totango
Advocacy
Video - Account Profiles
See a holistic view of customer information. Major topics include account assignment (working level), layout and common widgets, and handling contacts.
Videos
<30 minutes
New Totango User
<10 minutes
Totango Functionality
Manage customers
Account Profiles
How-to
Building SuccessBLOCS in Totango
Leverage SuccessBLOCs in Totango! Learn how to visualize your program in canvas, collaborate with your team, and measure effectiveness.
30 min
Courses
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
Totango Functionality
Administer systems
Build programs
Modeling Data in Totango
Maintain a digital representation of your customer data! Learn the fundamentals of Totango account and user schema.
30 min
Courses
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Totango Data Admin
Video - Use case: CSM
Do you want to work smarter in Totango? We met up with Totango's own Kirsten Bardwell (CSM), a top record holder for number of touchpoints! She shared her first "a-ha!" moment in Totango and tips for using segments to manage her outreach.
Videos
<30 minutes
New Totango User
My Portfolio
Totango Functionality
Manage customers
Looking for inspiration
Creator Snapshot
Coffee chat
Video - Data Entry
Explore the foundation of account creation in Totango. Major topics include rapid insight forms and bulk updates.
Videos
<30 minutes
Global Settings
<10 minutes
Data
Totango Functionality
Setting up Totango
Totango Data Admin
Video - Manage Onboarding Projects overview
The “Manage Onboarding Projects” helps you standardize your onboarding experience so that you can get your customers started faster and set them up for long-term success.
Videos
<30 minutes
New SuccessBLOCs Creator
SuccessBLOCs
<10 minutes
Onboarding
Totango Functionality
Build programs
Setting up Totango
Featured BLOCs
Video - Adding a Collection
Enhance account insights with a collection. Major topics include configuring the structure, displaying a collection and editing collection data in the UI, and uploading collection data.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Data
Totango Functionality
Administer systems
Totango Data Admin
How-to
Video - In-app configuration: Preparing to build
Complete these steps when setting up in-app for the first time. These steps can be completed without engineering assistance.
Videos
<10 minutes
Totango Functionality
In-App
Video - Use case: Growth Marketing Manager
Are you determined to expand your customer base? Learn from Totango’s own Growth Marketing Manager, Kellie Vivanco—the wizard behind our campaign curtain! She shares her first 'a-ha!' moment in Totango and provides insights into her strategic approach to customer segmentation.
Webinars
Videos
Looking for inspiration
Coffee chat
Video - Creating a Health Profile
Create a new health profile using the “Account Health” model. Major topics include segment and metrics criteria, profile order, and recalculating health.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Totango Functionality
Health
Administer systems
How-to
Video - Assign team members to accounts
Are you responsible for assigning team members to accounts? Learn how to keep one Totango’s most powerful attributes up-to-date.
Videos
New Totango User
New Totango Admin
Segments
<10 minutes
Totango Functionality
Looking for inspiration
Account Profiles
Shorts
Video - Managing Products
Learn about managing products in Totango account hierarchies.
Videos
<30 minutes
<10 minutes
Data
Totango Functionality
Administer systems
Setting up Totango
Totango Data Admin
How-to
Video - Campaign Workflows
Explore use cases for using campaign-related behaviors in workflows. Major topics include campaign filters and destination pages.
Videos
New SuccessBLOCs Creator
New Totango Admin
<10 minutes
Totango Functionality
Build programs
SuccessPlays
Campaigns
How-to
Video - Use case: Totango Admin
Do you proudly wear a Totango Admin hat? Learn from Totango's own Totango Admin, Katie Yagodnik (Director of CS Operations and Digital Programs). She shares her first "a-ha!" moment in Totango and tips for how she manages "Totango on Totango" across multiple teams and continents.
Webinars
Videos
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Build programs
Looking for inspiration
Coffee chat
Video - Roles & Users
Explore part two of user management. Major topics include account creating custom roles and adding/disabling users.
Videos
<30 minutes
New Totango Admin
Global Settings
<10 minutes
Totango Functionality
Administer systems
Lead a team
Courses per BLOC (Optional)
Set up your next program from start to finish.
No badge
Courses
<30 minutes
SuccessBLOCs
<10 minutes
Onboarding
Totango Functionality
Build programs
Live Sessions (Optional)
Join a live training session with our Totango Experts to go deeper and get your questions answered!
No badge
User Certification Exam
Obtain your Totango Success Manager Certification! Requires completion of all courses in the "New Totango User" learning path.
30 min
Exam
Admin Certification Exam
Obtain your Totango Administrator Certification! Requires completion of all courses in the "New Totango Admin" learning path.
60 min
Exam
Creating Awesome Campaigns in Totango
Master campaign design in Totango! Learn how to create new campaigns, strategize campaign settings, and manage performance.
27 min
Courses
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
Totango Functionality
Administer systems
Build programs
Drawing Up Winning SuccessPlays in Totango
Automate digital workflows and internal collaboration in Totango! Learn how to plan, activate, and fine-tune SuccessPlays.
18 min
Courses
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
Totango Functionality
Administer systems
Build programs
Courses per BLOC (Optional)
Set up your next program from start to finish.
No badge
Courses
<30 minutes
SuccessBLOCs
<10 minutes
Onboarding
Totango Functionality
Build programs
Building SuccessBLOCS in Totango
Leverage SuccessBLOCs in Totango! Learn how to visualize your program in canvas, collaborate with your team, and measure effectiveness.
30 min
Courses
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
Totango Functionality
Administer systems
Build programs
Navigating Totango
Discover Totango as a new user! Learn what Totango can do and the key features that power your customer success operations.
29 min
Courses
<30 minutes
New Totango User
New SuccessBLOCs Creator
New Totango Admin
Totango Functionality
Administer systems
Manage customers
Build programs
Lead a team
Totango Data Admin
Live Sessions (Optional)
Join a live training session with our Totango Experts to go deeper and get your questions answered!
No badge
Connecting Data in Totango
Bring your customer data to life! Manage all data source connections and other integration jobs, including streamed activity via usage data.
30 min
Courses
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Totango Data Admin
Planning Account Hierarchies in Totango
Plan the account structure for your customer data in Totango! Determine which hierarchy option to use and how to prepare your data to support the selected model.
17 min
Courses
<30 minutes
Totango Functionality
Administer systems
Totango Data Admin
Modeling Data in Totango
Maintain a digital representation of your customer data! Learn the fundamentals of Totango account and user schema.
30 min
Courses
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Totango Data Admin
Managing a Portfolio in Totango
Learn how to develop a daily workflow in Totango! Stay on top of notifications and tasks, and apply best practices for managing your portfolio of accounts.
28 min
Courses
<30 minutes
New Totango User
Totango Functionality
Manage customers
Navigating Totango
Discover Totango as a new user! Learn what Totango can do and the key features that power your customer success operations.
29 min
Courses
<30 minutes
New Totango User
New SuccessBLOCs Creator
New Totango Admin
Totango Functionality
Administer systems
Manage customers
Build programs
Lead a team
Totango Data Admin
User Certification Exam
Obtain your Totango Success Manager Certification! Requires completion of all courses in the "New Totango User" learning path.
30 min
Exam
Improving Your Performance in Totango
Monitor and elevate your performance in Totango! Learn how to use the Team Spotlight to prioritize work activity, advise team members, and make strategic decisions together.
21 min
Courses
<30 minutes
New Totango User
Totango Functionality
Manage customers
Lead a team
Leading Customers to Success in Totango
Collaborate with your customers! Help customers achieve their objectives and learn tips for elevating your mutual success.
25 min
<30 minutes
New Totango User
Totango Functionality
Manage customers
Learn Totango in 10 minutes
Ground control to CSMs! Take a fast-track tour of key terminology and suggested uses that will help connect your productivity to purpose in the galaxy of Totango.
10 min
Courses
New Totango User
<10 minutes
Manage customers
Customer success 101: Harvesting lifetime value
Are you new to customer success? Explore the “farming” foundations of the CS landscape in the post-sale customer journey. Learn principles of programs and playbooks, customer health, and common business metrics every CSM should know.
17 min
<30 minutes
Industry Expertise
Manage customers
Admin Certification Exam
Obtain your Totango Administrator Certification! Requires completion of all courses in the "New Totango Admin" learning path.
60 min
Exam
Courses per BLOC (Optional)
Set up your next program from start to finish.
No badge
Courses
<30 minutes
SuccessBLOCs
<10 minutes
Onboarding
Totango Functionality
Build programs
Drawing Up Winning SuccessPlays in Totango
Automate digital workflows and internal collaboration in Totango! Learn how to plan, activate, and fine-tune SuccessPlays.
18 min
Courses
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
Totango Functionality
Administer systems
Build programs
Modeling Data in Totango
Maintain a digital representation of your customer data! Learn the fundamentals of Totango account and user schema.
30 min
Courses
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Totango Data Admin
Creating Awesome Campaigns in Totango
Master campaign design in Totango! Learn how to create new campaigns, strategize campaign settings, and manage performance.
27 min
Courses
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
Totango Functionality
Administer systems
Build programs
Navigating Totango
Discover Totango as a new user! Learn what Totango can do and the key features that power your customer success operations.
29 min
Courses
<30 minutes
New Totango User
New SuccessBLOCs Creator
New Totango Admin
Totango Functionality
Administer systems
Manage customers
Build programs
Lead a team
Totango Data Admin
Introduction to Global Settings in Totango
Discover Totango as a new Administrator! Learn what Global Settings are available, common tools for managing change, and how to update campaign preferences.
21 min
Courses
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Building SuccessBLOCS in Totango
Leverage SuccessBLOCs in Totango! Learn how to visualize your program in canvas, collaborate with your team, and measure effectiveness.
30 min
Courses
<30 minutes
New SuccessBLOCs Creator
New Totango Admin
SuccessBLOCs
Totango Functionality
Administer systems
Build programs
Managing Users & Teams in Totango
Streamline team access in Totango! Learn how to manage account assignment, team roles, and users.
15 min
Courses
<30 minutes
New Totango Admin
Global Settings
Totango Functionality
Administer systems
Lead a team
Designing Health Profiles in Totango
Elevate decision making in Totango! Learn how to design health profiles with a clear path for action.
28 min
Courses
<30 minutes
New Totango Admin
Totango Functionality
Administer systems
Courses per BLOC (Optional)
Set up your next program from start to finish.
No badge
Courses
<30 minutes
SuccessBLOCs
<10 minutes
Onboarding
Totango Functionality
Build programs
Live Sessions (Optional)
Join a live training session with our Totango Experts to go deeper and get your questions answered!
No badge
User Certification Exam
Obtain your Totango Success Manager Certification! Requires completion of all courses in the "New Totango User" learning path.
30 min
Exam
Admin Certification Exam
Obtain your Totango Administrator Certification! Requires completion of all courses in the "New Totango Admin" learning path.
60 min
Exam