Who can use this feature?
- Global admins or users with advanced permissions
- Available on all plans
The Totango Marketplace includes ready-to-use templates for SuccessBLOCs. You can also use the marketplace to add a SuccessBLOC from scratch.
Add a SuccessBLOC from the marketplace
Any user with permissions to add a SuccessBLOC can access the marketplace from within Totango.
Users who don't have permissions to add SuccessBLOCs can still browse the public marketplace.
- Ensure you're currently viewing the team for which you want to add the SuccessBLOC.
- From the left navigation, click Customer Journey Marketplace.
- Use the filters to browse available templates, and click More Details to view the included items (e.g., goals and KPIs, segments, reports, assets, campaigns, SuccessPlays).
- Click Use to add a selected SuccessBLOC to your Totango instance.
Totango redirects you out of the marketplace and into your newly installed SuccessBLOC. The BLOC is denoted with a lock icon to indicate that it is not yet visible to anyone outside of global admins and invited collaborators.
Hover over the SuccessBLOC name and click to edit the name, subtitle, or flow. You can also hide/show which tabs are visible.
Add a SuccessBLOC from scratch
Add a SuccessBLOC from scratch within the SuccessBLOC Marketplace.
- Ensure you're currently viewing the team for which you want to add the SuccessBLOC.
- From the left navigation, click Customer Journey Marketplace.
- Click Create New.
- Within the SuccessBLOC Details window, provide a name, subtitle, and flow.
All campaigns, SuccessPlays, and associated tasks will inherit the assigned flow.
- Click Save.
Totango redirects you out of the marketplace and into your newly installed SuccessBLOC. The BLOC is denoted with a lock icon to indicate that it is not yet visible to anyone outside of global admins and invited collaborators.
FAQs
Question: Can I customize the SuccessBLOC after I add it to my Totango service?
Answer: Yes. After you add the SuccessBLOC, it behaves like any other SuccessBLOC that you created, and is fully customizable.
Question: What happens if I already have a SuccessBLOC with the same name?
Answer: You will have two SuccessBLOCs with the same name. You can rename one of the SuccessBLOCs after you it is added to your Totango instance.