View segments visually by journey stage

Leverage an updated design for the advanced Segment Progress View, allowing you to view your accounts—grouped by lifecycle status attributes—in a drag-and-drop, kanban-style interface. Learn more

Set a default view for timeline, plan, and contacts tabs

Save time and access the most accurate of your success plan, timelines, and contacts—even for the most complex hierarchies—by setting a default view.

Block accounts automatically when archiving

To prevent archived accounts from reappearing and save time spent on opt outs, accounts will automatically get blocked when archived.

View real-time data in customer accounts indicator 

Get the most accurate data on the number of customer accounts in Totango and click through to view a list of all accounts. Learn more

Right-click to open a segment in a new tab

Easily open a segment to review specific details without leaving the segment list screen. 

Export large segment limitation 

When a user is trying to export a large (20,000+) segment to Google Sheets, they will see a warning message, which reflects the limitation.

Bug Fixes

[Bug Fix] In certain service NPS additional attributes (Comment/Date) were missing. Issue is now resolved.
[Bug Fix] We fixed an issue where touchpoint template does not appear when creating a touchpoint after task completion. 
[Bug Fix] Multi select attribute in account profile segment timeline view were not appearing correctly. Issue is now resolved.
[Improvement] Email to touchpoint feature now supports Windows email app.
[Bug Fix] Loading issues of the Customer Health console is now resolved.
[Bug Fix] Write-back job would fail when updating success manager an account. Issue is now resolved.