Schedule Recurring SuccessPlays for recurring tasks

Recurring activities such as Business Reviews or Monthly customer check-ins can now be scheduled as recurring SuccessPlays, making your life easier.

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Account and user attributes updates now trigger SuccessPlay workflow automations

New actions in SuccessPlays allow account and user attributes to be updated automatically in SuccessPlays, Automate Tech touch flows easily and move customers to different stages of lifecycle based on user actions. Read More

Get a refresher on SuccessBLOC’s with new guided walkthrough

New users are able to view an improved SuccessBLOC walkthrough with a short video for each step

Get a Step-by-Step guide to implementing SuccessBLOCs in the NEW setup tab.

You can now orient yourself and set up your SuccessBLOC using the new Setup Tab for SuccessBLOCs added from the Marketplace SuccessBLOCs. Setting up your SuccessBLOC is simplified and is significantly faster. Just follow the easy steps in the Setup Tab.

Improvements And Bug Fixes

• • [Improvement] User Management SCIM API changes related to Groups
    The Groups API was added to reflect User's teams and this create and update user API was updated to reflect the users team information as Groups. Read more
    
  • [Improvement] Insert Account team role name and email in the campaign content for additional context and flexibility
    Choosing Add data in campaigns now allows you to insert the SuccessManager or SalesManagers name and email within the content of the email
    
  • [Improvement] Salesforce Writeback by value for reference fields
    A new type of write-back to Salesforce which allows you to write a value directly to a referenced object
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  • [Improvement] Better Readability on All Info tab
    The layout of account data is improved in All tab of account profile is improved for better readability
    
    
    
  • [Bug Fix] In Campaigns, there was an issue when using a numeric Dynamic Attribute, its value would be shown rounded in the received campaign. This issue is now fixed, and the Dynamic Attribute
  • [Bug Fix] In Customer Data Hub, there was an issue where the page would go blank when trying to add a new mapping to a recurring job. This issue is fixed and it is possible to add a new mapping with no issues.
    
  • [Bug Fix] In Reports, there was an issue where the drop-down list of text attributes in the filter selection window, would not show up. This issue is fixed.
  • [Bug Fix] In ScoreCards, the aggregated data that was presented was relying on a TimeZone, we removed this TimeZone reference and the aggregated data is now presented according to date only so users will not see different data due to different timezones.
  • [Bug Fix] In Touchpoint Collection, when exporting the CSV file, the Account Id and Account Name columns were replaced- the Account Names appeared under the Account ID column and vice versa. This issue is fixed and now each column is presenting its own data.
    
  • [Bug Fix] In Segments, there was an issue when updating the 'Support Tickets' attributes names, the updated name would not be reflected in the segment's filter fields. This issue is solved, and now the filters should reflect the updated name of the attribute.