Overview

A SuccessBLOC provides a modular framework to package Customer Success organizations best practices around important customer journeys. It allows a Customer Success organization to define and operationalize these best practices consistently and effectively for successful outcomes.

Topics covered in this article: 

• Creating a SuccessBLOC
• Who can create and access SuccessBLOCs? 
• Inviting Collaborators & Publishing to the Team
• Unpublishing and Deleting a SuccessBLOC
• FAQs

Creating a SuccessBLOC

1. Ensure that the right team is selected for creating the SuccessBLOC
2. Clicking on the + Sign in the left nav launches the SuccessBLOC creation popup

Please enter a name and description and pick the right SuccessFlow that best describes the customer journey. Once created the system now allows you to define the Segments and other assets within it.

Who can create and access a SuccessBLOC?

A SuccessBLOC can only be created by a Global Admin or a Team Admin. Additionally users with a defined role with the Create SuccessBLOC permission can also create SuccessBLOCs. When a SuccessBLOC is first created, it is only visible to the creator of the SuccessBLOC. The SuccessBLOC owner can choose to invite additional Collaborators to help define the content within the SuccessBLOC. Once Collaborators are invited, they can view and edit the SB. Collaborators can create new content or edit existing content in the SuccessBLOC.

Collaborators cannot invite additional Collaborators or Publish theSuccessBLOC. Only the SuccessBLOC Owner can perform those actions.

Inviting Collaborators & Publishing to Team 

The SB owner can choose to invite additional Collaborators to help further define the SuccessBLOC. The Owner or Team Admin can decide to publish a SuccessBLOC once it is ready to be consumed by the team. Once published, the SuccessBLOC is visible to the team however they cannot make changes to theSuccessBLOC. The SuccessBLOC can only be edited by the SuccessBLOC Owner or Team Admin.

A Team member can choose to create a private Segment within this SuccessBLOC. The private Segment is only visible to the user who created the Segment.

Change Owner of a SuccessBLOC

An Owner of a SuccessBLOC can choose to make another user the Owner of the SuccessBLOC. The Owners have full privileges on the SuccessBLOC and can make changes or invite additional collaborators to the SuccessBLOC.

In the event that the current Owner is not around, a Global Admin can make the changes as well. Global Admins can also see unpublished SuccessBLOCs within a team.

Unpublishing and Deleting a SuccessBLOC

When you have the SuccessBLOC open, you will see 3 dots in the right corner. You will see the option to 'Delete' the SuccessBLOC.

If this option is greyed out, that means that it is published and you must first Unpublish. Click on the 'Invite' button:

Then click on 'Unpublish':

Then you will be able to click on the three dots and have the option to 'Delete'.

FAQs 

Question: Why am I getting an "Oops SuccessBLOC not found" error when clicking on a link to a SuccessBLOC?

Answer: Make sure you are switched to a team where the SuccessBLOC is published in order to see it.

Question: Why am I not able to delete a SuccessBLOC?

Answer: You must first unpublish the SuccessBLOC.

Question: I am trying to create a Scorecard based on an existing segment but I don't see the segment in the list to select from.

Answer: You cannot use User segments for Scorecards.

Question: Why am I not able to preview the assets within the SuccessBLOC? 

Answer: If the asset is a link like OneDrive or Google Drive, then the preview option is not available.