Creating a SuccessBLOC (SB)

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 SB?

A SB 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 SB is first created, it is only visible to the creator of the SB. The SB owner can choose to invite additional Collaborators to help further define the content within the SB. Once Collaborators are invited they can view and edit the SB. Collaborators can create new content or edit existing content in the SB.

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

Inviting Collaborators & Publishing to Team 

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

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