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 and license types

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.

  1. Navigate to the SuccessBLOC.
  2. From the upper, right corner, click the Ellipses (...) to expand the options.
  3. Click Download CSV with SuccessBLOC Attributes.

Two CSV files download to your default download location. Open the files to review the attribute names in the header row.

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.

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