Review SuccessBLOC attributes

Who can use this feature?

SuccessBLOC owners and global admins can download lists of SuccessBLOC attributes
Global admins or users with advanced permissions can add/modify attributes
Global admins, SuccessBLOC owners, and collaborators can edit or activate individual items
Available on all plans

Attributes drive the data that runs each SuccessBLOC. Review SuccessBLOC attributes to prepare your attribute properties in Data Modeler and ensure data is populated for these items.

All SuccessBLOCs use the following attributes. Account: Name, Account ID, Account Type, and Status. User: Account ID, and User ID.

Download a list of SuccessBLOC attributes

Each installed SuccessBLOC includes downloadable CSV files for account and user attributes.

Navigate to the SuccessBLOC.
From the upper, right corner, click the Ellipses (...) to expand the options.
Click Download CSV with SuccessBLOC Attributes.
Two CSV files download to your default download location (account attributes and user attributes).
Open the files to review the attribute names in the header row. Consider whether you already have data items or if you'll plan for data integration or other process.

Attributes for common SuccessBLOCs

Below is a table of the account and user level attributes for common SuccessBLOCs.

SuccessBLOC	Account	User
Manage Onboarding Projects	Contract Start Date Contract Renewal Date Customer Journey Stage Onboarding Stage Project Status Unsolved Tickets Last CSAT Score* Contract Value Create Date	Key Contact CSAT Score* First Name
Nurture Customers	Contract Value Renewal Status Risk Status Risk Reason Create Date	First Name
Improve NPS & Loyalty	Contract Value	Relationship NPS* Key Contact CSAT Score* First Name
Digital Onboarding	Customer Journey Stage Create Date Account Type Contract Value Onboarding Stage	First Name
Monitor Customer Health	Contract Value Risk Status Days in Poor Health* Days in Good Health*	First Name
Convert Freemiums	Create Date Contract Value Conversion Likelihood Purchase Scenario Customer Journey Stage	First Name
Drive Product Adoption	Contract Value Enabled Users Licenses	Key Contact First Name
Customer 360	Contract Value Customer Journey Stage Tier Customer Sentiment Create Date Unsolved Tickets Top priority unsolved tickets Contract Renewal Date Forecast Period Risk Status Escalation Stage Number Of Objectives* Forecast State Reference Industry Licenses	Email Key Contact
Manage Key Accounts	Contract Value Contract Renewal Date Number Of Objectives*	Key Contact Relationship NPS* First Name
Run VOC Program	Contract Value Customer Journey Stage Onboarding Stage Success Manager	Relationship NPS* Relationship NPS Comment* Relationship NPS Response Date* Key Contact CSAT Score* First Name
Manage Contract Renewals	Contract Value Renewal Status Risk Status Risk Reason Forecast State Contract Renewal Date Create Date Last Payment Date Payment Method Expiration Date	First Name
Engage Stakeholders	Contract Value Create Date Number Of Objectives* Success Manager	Key Contact Account Role Reference First Name
Automate Renewals	Contract Value Payment Method Expiration Date Contract Renewal Date Last Payment Date Last Payment Amount	Account Role First Name
Maximize Upsells	Contract Value Forecast State Forecast Period Forecast Contract Value Enabled Users Licenses	First Name
Customer Intelligence	Create Date Contract Value Contract Renewal Date Customer Journey Stage
Executive Dashboard	Contract Value Customer Journey Stage Tier Customer Sentiment Contract Renewal Date Forecast Period Forecast State Forecast Contract Value Risk Status Escalation Stage Calculated Days in Onboarding* Onboarding Stage Risk Reason Create Date Reference	Email Key Contact CSAT Score* Account Role Reference
Detect Risk	Contract Value Risk Status Risk Reason Tier Last Payment Date Last Payment Amount Next Payment Due Date Payment Method Expiration Date Outstanding Balance Contract Renewal Date Forecast Period Name Escalation Stage Unsolved Tickets	First Name
Manage Business Reviews	Last Business Review Date Next Business Review Date Contract Value Risk Status Risk Reason Contract Renewal Date Number of Objectives*	Key Contact Account Role CSAT Score*
Resolve Escalations	Risk Status Contract Value Risk Reason Escalation Type Escalation Status Escalation Severity Reference* Contract Renewal Date	Email Key Contact First Name Last Name Account Role CSAT Score* Reference*
Engage Customers	Contract Value Enabled Users Licenses Risk Status Create Date Escalation Status Renewal Status Risk Reason Forecast State Reference
Cisco Onboarding	Customer Journey Stage Contract Value Create Date Onboarding Stage SuccessPlan Registration Date SuccessPlan Due Date SuccessPlan Status
Cisco Adoption	Customer Journey Stage Contract Value Business Outcome Plan Registration Date NPS Latest Score* Last CSAT Score* Enabled Users Licenses Business Outcome Plan Due Date Risk Status Create Date Risk Reason Contract Start Date	Relationship NPS*
Cisco Optimize	Customer Journey Stage Contract Value Risk Status Reference Enabled Users Licenses	Key Contact
Cisco Lifecycle Incentives	SuccessPlan Due Date SuccessPlan Agreement Contract Value Eligible SuccessPlan Incentive Amount Business Outcome Plan Due Date Eligible Business Objective Incentive Amount Business Outcome Plan Accepted Date Business Outcome Plan Registration Date SuccessPlan Registration Date SuccessPlan Accepted Date SuccessPlan Registration Due Date Cisco Partner Program Registration Due Date Cisco Partner Program Actual Registration Date Business Objective Approval Due Date

Certain attributes listed above, such as CSAT, NPS, 'Days in..', etc. will be populated based on the processes you choose to enable within Totango. For example, CSAT & NPS scores will populate once you launch the campaigns and SuccessPlays associated with those attributes.