Adding content in a SuccessBLOC
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. Team Members cannot create new content within the SuccessBLOC. They can create private Segments.
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 SuccessTeam instead of all teams.
Move SPs/Campaigns
|
In Tools, before move |
In SuccessBLOC, after move |
|
|
Name |
ABC |
ABC (same as before) |
|
Status |
Enabled |
Disabled |
|
Segment |
All paying accounts |
All paying accounts (same as before) |
|
Visibility |
All teams |
Only team that has access to this SuccessBLOC |
Go to Tools > Segments
- Pick the SB to copy the Segment
- The copy of the Segment is successfully moved to the SB
The following map shows who can move or copy content to a SuccessBLOC
|
Global Admin |
Team Admin (Owner) |
Collaborator |
Team member |
|
|
Move content to SuccessBLOC |
✔ |
✔ |
✔ |
⨯ |
|
Copy content to SuccessBLOC |
✔ |
✔ |
✔ |
⨯ |