Overview

Once a SuccessBLOC is created, users can start creating content such as Segments, Reports, SuccessPlay’s and Campaigns within it. User’s can also choose to move or copy contents that were previously created into the SuccessBLOC with a single click.

A Global Admin, Team Admin or Collaborators can create new content (Reports, Campaigns or SuccessPlay) within a SB or update or delete any existing content in the SuccessBLOC. A SuccessBLOC is only visible to them.The entire Team members only see and access content in the SuccessBLOC once the SuccessBLOC has been published. Team members who are not admins or collaborators cannot modify existing content or create new content within the SuccessBLOC. They can however create private Segments.

This article includes the following topics

• Creating folders in SuccessBLOCs
• Moving existing content into folders
• How to move / copy content to SuccessBLOC
• Move SPs/Campaigns

Creating folders in SuccessBLOCs

Creators and or Collaborators of SuccessBLOCs can now define folders in the following tabs

• Segments
• Reports
• Assets
• SuccessPlays
• Campaigns

1. Click on + sign and create a folder with a name and Description
2. Folder names can be 255 characters long
3. Upto 5 levels of nested folders are supported

Moving existing content into folders in SuccessBLOC

Simply select the segments or reports you want to move into folders using checkboxes and choose the folder you want to move the content to.

How to move / copy content to SuccessBLOC

An organization using Totango already has content such as Segments, Campaigns, SuccessPlay (SP) and Reports in use. Content that has already been created, can be easily copied or moved to a SuccessBLOC (SB).

• Moving the content moves it from Tools to the SB
• Copy option creates a copy in the specified SB with the original item still present in Tools.

If a particular content is being used by multiple teams, make a copy instead of moving it, however if the content is being used by the one team that will be using the SB you can choose to move it.

Note:

• The SP and Campaigns are copied over and set to Disabled state.
• User has to manually enable them. The Segment criteria must be updated to reflect the specific Team instead of all teams.

Move SPs/Campaigns

Go to Tools > Segments

1. Pick the SB to copy the Segment
2. The copy of the Segment is successfully moved to the SB

The following map shows who can move or copy content to a SuccessBLOC

 Known Issues

• Creation of folders is not supported in other tabs besides Segments in Global SuccessBLOC