Create a campaign with a segment table

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

This feature is available only to select customers. Contact your Totango representative to learn more.

The segment table component of a campaign allows you to display data in a tabular format, related to a campaign target. Unique to segment tables, you can optionally set some filter conditions based on dynamic data.

Suggested uses

Use segment tables to streamline customer communications for the following scenarios:

Subsidiary contract renewals approaching: Show the key contacts at headquarters (parent / ultimate parent company) all of the upcoming renewals for the subsidiary accounts (children companies).
Top users of a particular feature: Show the key contacts at all subsidiaries (sibling companies) the the top 10 users with the most usage among Product 3.

To create a segment table, simply add the Segment Table component of a campaign:

All other campaign settings, such as subject and sender, target user segment, schedule, goal, and advanced settings are available to configure just as any other campaign.

Configure a segment table component

To add a segment table component, edit an existing campaign or create a new campaign.

Open the campaign designer from your campaign.
Click-and-drag the Segment Table component to the email body. (Or click on an existing segment table component to view properties.)
Click on the component to configure properties.

Source
Data Type: Choose the segment object (accounts or users). Upon send, the available data set is limited per campaign target.

Example: Joe from Acme is targeted for the campaign; his email only contains account or contact/user data related to Acme.
Filters: Click to add filters to refine the available data set for the table. ID fields allow you to choose from the following: Any Value, No Value, or Dynamic Data (e.g., parent_id: 'Targeted: Account ID').

Example: Joe from Acme is targeted for the campaign; his email contains account data from direct children of Acme where contract renewal date is in the next 90 days.

Example: Joe from Acme - West is targeted for the campaign; his email contains user data from any sibling account (e.g., Acme - East, Acme - North, Acme - South) where user has visited the dashboard greater than or equal to 20 times in the last 14 days.

Totango only allows sharing records that belong to the same ultimate parent as the targeted user. If Dynamic Data is not used, Totango displays a confirmation message to ensure there is no unintentional data exposure to selected recipients.

Table Configuration
Edit Columns: Choose the attributes to include in the table.
Column Names: Optionally choose a custom display name for each attribute, as it will appear in the table heading (e.g., customer-facing, shortened, etc.)
Sort Column: Choose the column used for sorting the table. Options depend on data type of sort column (e.g., alphabetical/reverse, highest/lowest).
# of Rows: Specify the maximum number of rows to include in the table (cannot exceed 100). If more rows of data are available beyond the maximum specified, Totango adds a message to the bottom of the table to indicate that more rows are available but not included in the email (e.g., X rows out of XX are shown).
Fallback text: Enter text to show if table has no data (e.g., No data to display).

Appearance
Configure the display settings of the table:
- Display text color
- Font (px)
- Font Size
- Border color (hex)
- Top row color (hex)
- Component's padding (top, bottom, left, right)
Click Save.
Click Preview and to send a test email for review, featuring data for one of the campaign targets.

When the campaign sends according to the schedule, each recipient receives an email with a table displaying data related to their account / user records, according to the filters specified.