Totango Badges
Badges are micro-certifications to recognize and share your achievements. Complete a self-pace course, earn a digital badge!* See and share a collection of all your earned credentials at achievements.totango.com.
Courses help you:
- Achieve learning objectives - What am I supposed to learn?
- Develop new skills - What can I do now?
Tip! Unsure where to start? Learning paths help you find relevant content by role or use case.
For anyone new to Totango who manages accounts (such as a CSM) or who manages a team (such as a Manager).
Navigate Totango and explain core concepts
- Describe how Totango fits within your business
- Explain how notifications appear in your portfolio, and differentiate between the tabs
- Locate shared segments and create your own
- Give an example of an action you could take within Totango that would influence a dashboard KPI
Develop a daily workflow within Totango
- Identify the account profile that aligns with your working level
- Understand the importance of associating a flow with your activities
- List three ways attributes can update within Totango
- Provide a use case for running a SuccessPlay
Empower customers to improve their business performance
- Drive success with customer health using proactive outreach
- Provide a use case for creating a success plan
- Demonstrate how a customer can complete an assigned task
Monitor and elevate your performance
- Sort team members by volume of engagement
- Use business metrics to prioritize outreach
- Monitor overdue and open tasks, and describe actions you can take to improve time to completion
- Give an example of a metric you can use to track progress of a new team member
For anyone new to Totango who manages customer journey programs, including emails and workflows.
Navigate Totango and explain core concepts
- Describe how Totango fits within your business
- Explain how notifications appear in a portfolio, and differentiate between the tabs
- Locate global segments and create your own
- Give an example of an action a Portfolio Manager could take within Totango that would influence a dashboard KPI
Activate your first SuccessBLOC
- Visualize a phase of your business's customer journey
- Demonstrate best practices for adapting a Marketplace SuccessBLOC for team use
- Give an example of how Canvas can improve internal communication
- Design data-powered KPIs to inform your program goals
Create impactful customer emails
- Customize email layouts that represent your brand and inspire action
- Choose design components and target lists that support your campaign goal
- Describe three scheduling techniques for digital delivery
- Identify actions you can take to improve campaign performance
Automate digital workflows for internal collaboration
- Differentiate between event-based and manual triggers
- Provide a use case for including multiple actions within a SuccessPlay
- Describe how activation schedules impact the accounts affected by a SuccessPlay
- See impact of SuccessPlays over time
For anyone new to Totango with access to portions of Global Settings (such as Team Admin) or who manages customer journey programs.
Navigate Totango and explain core concepts
- Describe how Totango fits within your business
- Explain how notifications appear in a portfolio, and differentiate between the tabs
- Locate global segments and create your own
- Give an example of an action a Portfolio Manager could take within Totango that would influence a dashboard KPI
Customize system settings, and manage future change
- Differentiate between Custom URL, Email Domain, and Domain Authentication settings
- Provide a use case for adding a custom item to the Help menu
- Give an example of a global Campaign Setting that campaign designers can override on a one-off basis
- Customize the account profile layout
- Provide a use case for using Zoe to collaborate with other teams
Classify your team's structure and user permissions
- Create your own Account Assignment and Team roles, and provide a use case for each
- Explain the process to set up Dynamic Assignment (team pools)
- Summarize the available options within Permissions
- Demonstrate best practices for adding and disabling users
Maintain a digital representation of your customer data
- Distinguish between Account and User types of data, and identify required attributes
- Create a new attribute and explain how to determine which data type to choose
- Provide a use case for a custom metric and two places where you could consume it in Totango
- Explain the purpose of a collection and two options for populating collection data
Design health profiles with a clear path for action
- Differentiate between Account Health and Multidimensional Health models
- Choose health indicators that align with business outcomes
- Provide a use case for creating a custom profile, and explain the importance of profile order
- Prioritize health metrics using a weighting system
Activate your first SuccessBLOC
- Visualize a phase of your business's customer journey
- Demonstrate best practices for adapting a Marketplace SuccessBLOC for team use
- Give an example of how Canvas can improve internal communication
- Design data-powered KPIs to inform your program goals
Create impactful customer emails
- Customize email layouts that represent your brand and inspire action
- Choose design components and target lists that support your campaign goal
- Describe three scheduling techniques for digital delivery
- Identify actions you can take to improve campaign performance
Automate digital workflows for internal collaboration
- Differentiate between event-based and manual triggers
- Provide a use case for including multiple actions within a SuccessPlay
- Describe how activation schedules impact the accounts affected by a SuccessPlay
- See impact of SuccessPlays over time
For anyone who manages hierarchies, attributes, integrations, usage, and other data considerations within Totango.
Plan the account structure for your customer data
- Determine which customer hierarchy structure is best for your organization’s engagement model
- Identify data requirements for using parent child relationships between account types
- List considerations for modeling products within a hierarchy structure
- Summarize the options for for modeling health within a hierarchy structure
Maintain a digital representation of your customer data
- Distinguish between Account and User types of data, and identify required attributes
- Create a new attribute and explain how to determine which data type to choose
- Provide a use case for a custom metric and two places where you could consume it in Totango
- Explain the purpose of a collection and two options for populating collection data
Manage integrations for your customer data
- Select a connector type for the object you're looking to target
- Identify required fields for common Totango objects
- Map attributes and configure scheduling options for an integration job
- Summarize the options for integrating usage data into Totango, and provide a use case for each
For anyone who manages teams or is responsible for reporting on company performance.
Navigate Totango and explain core concepts
- Describe how Totango fits within your business
- Explain how notifications appear in your portfolio, and differentiate between the tabs
- Locate shared segments and create your own
- Give an example of an action you could take within Totango that would influence a dashboard KPI
Analyze revenue growth against forecasted and actual results
- Identify recommended use cases and key requirements for Revenue Center
- Configure settings to support your company's revenue model
- Explain how forecasts influence "opportunities" and "risk" totals
- Demonstrate best practices for auditing actual results
Monitor and elevate your performance
- Sort team members by volume of engagement
- Use business metrics to prioritize outreach
- Monitor overdue and open tasks, and describe actions you can take to improve time to completion
- Give an example of a metric you can use to track progress of a new team member
*Totango uses a third-party digital credential management platform that uses the Open Badges standard. Credentials are issued to the email address used to sign up with Creator Campus. Each issued credential generates its own private verification page for sharing. Sharing of the credential verification page is optional.