System account attributes

Totango supports a number of system (or named) attributes that have special functionality.

Note: all attribute descriptions have a max limit of 100 characters.

Account ID

Every account, regardless of type or level, must have a unique Account ID.

API Name: account_id
Accepted values: Special characters are forbidden except for underscore "_".

Name

The name of the account that's displayed in the account profile.

API Name: account_name
Accepted values: String value with max size 128 char.

If you use Salesforce, associate the account_name attribute in Totango with the account_name attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, ensure that the name (line 6) is set per the following setup:

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5    	id: "102213x",
6    	name: "Barksdale Industries",
7    }
8 };

Account Type

Optionally define different types (e.g., corporate vs. region).

API Name: Account Type
Accepted values: String value with max size 255 char.

Status

Every account must have a value for Status (Contract Status) to classify customer contracts. Totango calculates health and other key metrics for active customers.

API Name: Status
Accepted values: Default values are Free, Paying, Canceled. You can configure custom contract statuses to further define payment groups.

Success Manager

The Totango user responsible for the account in a Success role.

API Name: Success Manager
Accepted values: String value in the format of “First Name Last Name” which should match the name provided for users on Totango (e.g. Jack Smith)

If you use Salesforce, associate the Success Manager attribute in Totango with the success-manager attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, ensure that the name used matches the full name (‘first name last name’) of your success reps.

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Success Manager": "Dee Barksdale"
8         }
9 };

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Success%Manager=Dee%20Barksdale

Sales Manager

The Totango user responsible for the account in a Sales role.

API Name: Sales Manager
Accepted values: String value in the format of “First Name Last Name” which should match the name provided for users on Totango (e.g. Jack Smith)

If you use Salesforce, associate the Sales Manager attribute in Totango with the Lead.Owner attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, ensure that the name used matches the full name (‘first name last name’) of your sales reps.

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Sales Manager": "Avon Barksdale"
8         }
9 };

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Sales%Manager=Avon%20Barksdale

Company Size

Total number of employees for the account. For instance, if a team has 200 employees but only purchased 50 licenses, this shows an opportunity to sell a further 150 licenses.

API Name: Company Size
Accepted values: Any number (1 or higher)

If you use Salesforce, associate the Company Size attribute in Totango with the Company Size attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, use the following reference:

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Company Size": 200
8         }
9 };

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Company%20Size=200

Contract Value

The dollar amount of the contract (ACV). Totango features the contract value in the account profile and uses it to calculate the total value of all accounts in an active list.

API Name: Contract Value
Accepted values: Any number (1 or higher)

If you use Salesforce, associate the Contract Value attribute in Totango with the Contract Value attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, use the following reference:

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5      id: "102213x",
6      name: "Barksdale Industries",
7      "Contract Value" : 1200
8    }
9  };

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sd r_o.Contract%20Value=1200

Forecast State

Set from the account profile or Revenue Center. Used to suggest a forecast based off of health and usage metrics.

API Name: Forecast State
Accepted values: Upsell, Renewal, Downgrade, Churn

Forecast Contract Value

Set from the account profile or Revenue Center. Used to forecast an account's new contract value.

API Name: Forecast Contract Value
Accepted values: Any number (0 or higher)

Forecast Period

The time at which the account's forecast was last updated.

API Name: Forecast Period
Accepted values: Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

Licenses

Indicate the number of licenses this account has purchased. Totango uses this value to compute the “license utilization” engagement metric, which indicates how many seats an account is using, relative to the number they purchased. For example, when an account purchases 100 seats, and uses 10, we say their license utilization is “10%”.

API Name: Licenses
Accepted values: Any number (1 or higher)

If you are using the API, use the following reference:

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 Licenses: 12
8         }
9 };

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Licenses=12

Cancellation Date

Indicate a contract expiration/cancellation date and is used in retention forecasting.

API Name: Cancellation Date
Accepted values: Date/Time value in the ISO 8601 format. For example: 2017-12-20T19:25:58.0Z

If you use Salesforce, associate the Cancellation Date attribute in Totango with the Cancellation Date attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, use the following reference:

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5      id: "102213x",
6      name: "Barksdale Industries",
7      status: "Paying",
8      "Cancellation Date": "2017-12-20T19:25:58.0Z"
9    }
10 };

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Cancellation%20Date="2017-12-20T19:25:58.0Z"

Contract Renewal Date

Indicate a contract expiration/renewal date.

API Name: Contract Renewal Date
Accepted values: Any number (1 or higher)

If you use Salesforce, associate the Contract Renewal Date attribute in Totango with the Contract Renewal Date attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, use the following reference:

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Contract Renewal Date" : "2011-12-20T19:25:58.0Z"
8         }
9 };

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Contract%20Renewal%20Date="2011-12-20T19:25:58.0Z"

Contract Start Date

Use this attribute to indicate a contract start date. When provided this will be featured in the account profile and can also be used in order to create an active list.

API Name: Contract Start Date
Accepted values: Any number (1 or higher)

If you use Salesforce, associate the Contract Start Date attribute in Totango with the Contract Start Date attribute in Salesforce. See attaching Salesforce attributes.

If you are using the API, use the following reference:

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Contract Start Date" : "2013-12-20T19:25:58.0Z"
8         }
9 };

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Contract%20Start%20Date="2011-12-20T19:25:58.0Z"

Last Contract Value Change Date

This is the time at which the account's contract was last changed (i.e. an account was upsold or downgraded).

API Name: Last Contract Value Change Date
Accepted values: Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

Trial Expiration Date

This is the time when the account's trial (or POC) expires.

API Name: Trial Expiration Date
Accepted values: Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

Create Date

Date and time at which this account was created (original signup date). While not recommended, you can omit the Create Date attribute. Totango will guess the creation date of an account as the first time it sees it. This default behavior is generally correct for accounts that get created after Totango was installed on your application, but not for those that existed before. You can address them later by updating historical account information

API Name: Create Date
Accepted values: Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

If you are using the API, use the following reference:

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5      id: "102213x",
6      name: "Barksdale Industries",
7      status: "Paying",
8      "Create Date": "2011-12-20T19:25:58.0Z"
9    }
10 };