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
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 - 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 - 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 - 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 - 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 - 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 - 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
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
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
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
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 - 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 - 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 - 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 - 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 - 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 - 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
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 - 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 - 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
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
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
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 - 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
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 - 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 - 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
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
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 - 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 - 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
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
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
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
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
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
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
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