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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.

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About this course

Here's what to expect in this course:

  • This course uses the Manage Onboarding Projects SuccessBLOC from the Totango Marketplace.
  • Estimated time for this course is 20 minutes.
  • We recommend having another browser tab open so that you can complete the related setup tasks inside your SuccessBLOC after each lesson.
  • Knowledge of Totango navigation and foundational SuccessBLOC concepts are assumed. For more information, please refer to this learning path.
  • Completion of all modules in this course is recommended prior to attending a live session.

Curriculum17 min

  • πŸ‘‹ Course Overview
  • Welcome! 1 min
  • ✨ SuccessBLOC Setup
  • 1. Get Started 1 min
  • 2. Configure Attributes 3 min
  • 3. Add Data 1 min
  • 4. Share & Analyze 2 min
  • 5. Activate! 5 min
  • 6. Iterate 1 min
  • πŸ‘ Course Wrapup
  • Checklist 1 min
  • Next Steps 1 min

About this course

Here's what to expect in this course:

  • This course uses the Manage Onboarding Projects SuccessBLOC from the Totango Marketplace.
  • Estimated time for this course is 20 minutes.
  • We recommend having another browser tab open so that you can complete the related setup tasks inside your SuccessBLOC after each lesson.
  • Knowledge of Totango navigation and foundational SuccessBLOC concepts are assumed. For more information, please refer to this learning path.
  • Completion of all modules in this course is recommended prior to attending a live session.

Curriculum17 min

  • πŸ‘‹ Course Overview
  • Welcome! 1 min
  • ✨ SuccessBLOC Setup
  • 1. Get Started 1 min
  • 2. Configure Attributes 3 min
  • 3. Add Data 1 min
  • 4. Share & Analyze 2 min
  • 5. Activate! 5 min
  • 6. Iterate 1 min
  • πŸ‘ Course Wrapup
  • Checklist 1 min
  • Next Steps 1 min