Transcript

In this video we’ll orient you to best practices for working with this SuccessBLOC.

Within your SuccessBLOC, use the Options menu to download the list of attributes that are important to powering this BLOC. You can also create a copy of this BLOC, perhaps if you want to do some testing while you work. You may also want to copy this BLOC to another team after it’s in motion.

You can always delete a BLOC, but this is a permanent action, so use caution on BLOCs that are in use.

Use the pencil icon to rename this BLOC, which is especially useful if you want to install the same BLOC from the Marketplace again. Whatever flow you choose will keep all items within this BLOC categorized appropriately. You can also change the visibility of the tabs in this BLOC, such as the Setup tab once you’re ready to share with others. 

Speaking of sharing, you can use the Invite button to invite individual team members as collaborators, which allows them to work on this BLOC with you. Collaborators can edit campaign settings, SuccessPlays, Scorecards, and other areas that non-collaborators can’t. 

Publishing the BLOC, on the other hand, shares the bloc with your whole team as non-collaborators. For example, my team member Lindsay can access the Scorecard to see our Overall NPS and CSAT ratings. She can even filter the KPIs to see the particular accounts assigned to her.

Unless you’re importing NPS or CSAT values from other systems, the scorecard won’t be very meaningful to your team until you start collecting survey responses. 

Campaigns and SuccessPlays are the automation tools that bring your initiative to life! We refer to this process as “activating” your SuccessBLOC, which you can do in the next step.