Who can use this feature?
- Global admins, SuccessBLOC owners, and collaborators
- Users have view access to SuccessBLOCs that are published to a team; additional access permissions to individual SuccessPlays, campaigns, canvas, and objective templates vary.
- Available on all plans
SuccessPlays allow your teams to operationalize consistent internal workflows with automatic task creation, data updates, and more.
What you can do with SuccessPlays
The available actions vary based on type of SuccessPlay (event-based or manual).
- Create a task: Assign tasks to team members automatically, with dynamic assignees and due dates
- Request information: Streamline data entry using forms
- Update information: Automatically update account or user attributes
- Celebrate milestone: Notify team members about a milestone completion
- Notify team: Notify the account team about specific conditions on the account
- Call a webhook: Trigger actions in external systems
What you need to know
- Configure SuccessPlays to be event-based (trigger on condition) or manually run by your team whenever they decide.
- SuccessPlays can have one or more action that execute in the order they are added.
- Tasks created from a SuccessPlay allow additional options that are not available for ad hoc tasks, such as mandatory/automated post task completion actions, dynamic data, and dynamic task assignment.
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SuccessPlay filters are available within segmentation:
- Not targeted / targeted by SuccessPlay (account)
- Not targeted / targeted by SuccessPlay (user)