Videos

Don't have time for a course? Watch quick tips by topic.

Video - Top 5 things you need to know
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
Video - Welcome to Totango
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 - My Portfolio
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
Video - Segments
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 - Use segments to run team meetings
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
Video - SuccessBLOCS Basics
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 - Account Profiles
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
Video - Track key data points
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 - Touchpoints & Tasks
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 - Create touchpoints from email
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
Video - Updating Information
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 - Use case: CSM
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 - Use case: CSM
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 - Use case: CSM
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 - Amplify team visibility with account assignment
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 - Assign team members to accounts
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 - Running a SuccessPlay
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
Video - Reviewing a Portfolio Timeline
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 - Boost your productivity with segments
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 - Account Coverage
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
Video - Work Focus
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
Video - Onboarding New Team Members
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 - Developing Success Plans
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 - Collaborating in Customer Portal
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 - Generating a QBR Presentation
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 - Use case: CS Leader
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 - Totango SuccessBLOCs
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 - Use case: Growth Marketing Manager
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 - Use case: Digital Program Manager
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 SuccessBLOC
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
Video - Personalizing a SuccessBLOC
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 - Canvas Use Case
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
Video - Creating a Scorecard
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 - Designing a Campaign
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 - Running a Campaign
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 - Campaign Design Practices
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 - Measuring Campaign Performance
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
Video - Campaign Workflows
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 - Introduction to SuccessPlays
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 - Activating a SuccessPlay
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
Video - Measuring Play Effectiveness
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 - Use case: Totango Admin
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 - Introduction to Global Settings
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 - Customer Engagement
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 - Configuring Account Layouts
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 - Zoe Overview
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 - Assignment & Teams
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 - Roles & Users
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
Video - Use Totango as a "Contributor"
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
Video - Use Totango as a "Viewer"
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 - Add customer insights to your sales toolkit
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 - Hierarchy Overview
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 - Implementing a Hierarchy
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 - Managing Products
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 - Calculating Health in Hierarchies
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 - Data Entry
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 - Introduction to Customer Data Hub
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 - Data File Integrations
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 - Data Source Integrations
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 - Usage Data
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
Video - Introduction to Data Modeler
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 - Data Types for Attributes
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 - Adding Attributes
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 - Adding a Custom Metric
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 - Adding a Collection
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 - Introduction to Health
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
Video - Choosing Health Indicators
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 - Creating a Health Profile
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 - Activating Multidimensional Health
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 - Introduction to Revenue Center
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 - Configuring Revenue Center
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 - Updating Forecasts and Goals
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 - Analyzing Revenue Performance
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
Video - Totango Opportunity Management
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 - Introducing Totango In-App
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 - In-app configuration: Installing the code snippet
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 - In-app configuration: Preparing to build
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 - Customer 360 overview
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
Video - Drive Product Adoption overview
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 - Grow Your Reference Program
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 - Executive Dashboard overview
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 - Manage Contract Renewals overview
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 - Manage Onboarding Projects overview
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 - Map onboarding stages
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 - Get your customer data into Totango
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 - Review data for customers in onboarding
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 - Customize & launch your onboarding program
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 - What's next for your onboarding program?
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 - Detect Risk overview
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
Video - Map risk values
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 - Review data for customers at risk
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 - Customize & launch your risk program
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 - What's next for your detect risk program?
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 - Run VOC Programs overview
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 - Explore CSAT & NPS attributes
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 - Review survey data
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 - Customize & launch your VOC program
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 - What's next for your VOC program?
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
Proactively prevent customer churn
Proactively prevent customer churn
Keep your book of business healthy by efficiently detecting risk and enabling your team to proactively address it.
Business outcomes
Efficiently increase revenue growth
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
Boost customer success team efficiency
Boost customer success team efficiency
Reduce manual workload and scale operations to improve customer success team productivity.
Business outcomes
Enhance customer data visibility
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
Build customer loyalty
Build customer loyalty
Understand and act cross-functionally on customer feedback to build and nurture deep, lasting connections.
Business outcomes
Improve customer health scores
Improve customer health scores
Use customer data to represent, analyze, and act on good, average, or poor customer health.
Business outcomes
New Totango User
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 SuccessBLOCs Creator
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!
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
Customer success 101: Harvesting lifetime value
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
Planning Account Hierarchies in Totango
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
Learn Totango in 10 minutes
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
New Totango Admin
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
On-Demand: Product Roadmap Showcase
On-Demand: Product Roadmap Showcase
09.07.23 - In the latest product roadmap showcase, Nate and Ravit gave us a deep dive into what’s coming in the next few months and a high-level preview of what’s further ahead.
Webinars Videos On-Demand Totango Functionality
Leading Customers to Success in Totango
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
Connecting Data in Totango
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
Not Your Mama's NPS
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
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
Improving Your Performance in Totango
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
Ask Me Anything about Data
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
A Day in the Life (CSM)
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
Analyzing Revenue in Totango
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
SuccessBLOC Setup: Manage Onboarding Projects
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
Managing Users & Teams in Totango
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
Building SuccessBLOCS in Totango
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 a Portfolio in Totango
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
Open Office Hours - "I just went live. Now what?"
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
SuccessBLOC Setup: Run VOC Programs
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
On-Demand Demo
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
Totango Virtual Coffee Chat
Totango Virtual Coffee Chat
All beverage drinkers are welcome to join this interactive forum to learn from other Totango users just like YOU! Each month, we invite an in-house expert to share how they use Totango in their roles.
Webinars New Totango User New SuccessBLOCs Creator New Totango Admin Live Manage customers Build programs Looking for inspiration Totango Data Admin
Modeling Data in Totango
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
Introduction to Global Settings in Totango
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
Navigating Totango
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
Recipes for success: Hands-on workshops
Recipes for success: Hands-on workshops
Learn how to put CS best practices into motion—one culinary creation at a time! Each "cooking class" features a real-life use case, followed by a new recipe to try within the Totango kitchen.
Webinars New SuccessBLOCs Creator New Totango Admin SuccessBLOCs Live Totango Functionality Administer systems Build programs Setting up Totango Looking for inspiration SuccessPlays Totango Data Admin How-to
SuccessBLOC Setup: Detect Risk
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
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
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
Creating Awesome Campaigns in Totango
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
For the Health of It
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
Totango Data Admin
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
Admin Certification Exam
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)
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)
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
User Certification Exam
Obtain your Totango Success Manager Certification! Requires completion of all courses in the "New Totango User" learning path.
30 min
Exam
Learn Totango in 10 minutes
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
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
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)
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
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
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
Creating Awesome Campaigns in Totango
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
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
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
Modeling Data in Totango
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 Users & Teams in Totango
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
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
Creating Awesome Campaigns in Totango
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
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)
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
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
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)
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
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
Modeling Data in Totango
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
Planning Account Hierarchies in Totango
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
Managing a Portfolio in Totango
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
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
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
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
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
Admin Certification Exam
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)
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)
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
User Certification Exam
Obtain your Totango Success Manager Certification! Requires completion of all courses in the "New Totango User" learning path.
30 min
Exam