SuccessBLOCs

• Understand SuccessBLOCs
• Add new SuccessBLOCs
• Configure a SuccessBLOC
• Manage SuccessBLOC access
• Manage SuccessBLOC assets
• Review SuccessBLOC attributes

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• Understand canvas
• Create and manage tracks
• Share a canvas snapshot

• Create and manage campaigns
• Understand campaigns
• Prepare campaign targets and signatures
• Design campaigns
• Create a campaign with a segment table
• Send chat-based messages using Sunshine Conversations

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• Create SuccessPlays
• Understand SuccessPlays
• Add post task completion actions in a SuccessPlay
• Manage active SuccessPlays
• Add dynamic data to SuccessPlay actions
• Configure an objectives library

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• Manage custom reports with Report Builder
• Add a matrix component to a custom report
• Manage legacy reports
• Manage standard reports
• Manage scorecards
• Formula: Customer health summary report

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