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.

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Not sure where to start? This learning path helps you find courses relevant to your role. Complete courses in any order, and earn badges as you go!

You’ll be able to:

 

System Settings

  • Navigate Totango and understand core concepts
  • Customize system settings, and manage future change
  • Classify your team's structure and user permissions

Data & Health

  • Maintain a digital representation of your customer data
  • Design health profiles with a clear path for action

SuccessBLOCs

  • Activate your first SuccessBLOC
  • Create impactful customer emails
  • Automate digital workflows for internal collaboration

Tip: Some courses may appear in multiple learning paths.

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
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
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
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
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
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
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