Global Settings
Articles regarding Global Settings
By Evan and 1 other2 authors85 articles
Meeting Intelligence (MS Teams, Zoom, Google Meet)Meeting Intelligence uses meeting bots to automatically join your meetings, transcribe conversations, and create structured Meeting Intelligence engagements when participants are matched to customers.
Automation
Articles regarding automation setup and management
Automation - Streamline and standardize customer success work
Automation Triggers
Commonly Configured Email Automation Rules
Email Automation
Customer Types
Articles regarding Customer Type management
Customer Types
Filter Product Pulse Options by Customer Type
Field Settings
Articles regarding field settings, including custom fields
Custom Field Placeholders For 1:Many Emails
Reorder Client Custom Fields
Required Custom & System Fields
Self-serve Custom Field Management
Data Exports/Imports
Articles regarding Data Exports/Imports functionality
Adding or Importing Client Data to ClientSuccess
Adding or Importing Contact Data
Exporting Data from ClientSuccess
How to add data to ClientSuccess
Importing Historic NPS
Importing Revenue data through a Flat File to ClientSuccess
Importing your product list to ClientSuccess
Self-Serve File Import
Articles regarding email functionality setup and management
1:Many Email Enhancements
1:Many Email Enhancements: Drafts, Signatures, and Scheduling
1:Many Emails
Advanced Email Filtering - 1:Many Emails Access Control
Blacklisting Emails From Syncing
Integrations
Articles regarding Integration management
Association Mappings & User Reference Fields
ClientSuccess Open API v2.0
Communication Platform Integration Basics
Connecting Pendo NPS with ClientSuccess
Delighted Integration for the NPS App
Freshdesk
HelpScout Integration with ClientSuccess
How To Install the ClientSuccess Widget (aka Canvas App) in Salesforce
HubSpot Engagements Push
HubSpot Import Filter - Managing which Companies, Contacts, or Deals sync with ClientSuccess
HubSpot Integration Authentication
HubSpot Integration Instructions for Clients and Contacts
HubSpot Revenue Data Integration
Integration Technical Overview
Intercom Integration
JIRA Support View Integration
Meeting Intelligence ✨ (Beta)
Microsoft Teams
MixPanel Integration
MS Teams Integration - Azure App Configuration
New CRM Integration Platform Authentication
New CRM Integration Platform FAQ
New Integration Platform
Okta SSO with ClientSuccess
Pendo Integration for Usage Events
Pipedrive Import Filter
Salesforce Authentication to ClientSuccess
Salesforce Engagements Push
Salesforce Import Filter
Salesforce Integration - Easy Access To SalesForce Account
Salesforce Integration for Clients, Contacts, and Contracts
Salesforce Revenue Data Integration
Salesforce Service Cloud
SatisMeter Integration for the NPS App
Slack Integration with ClientSuccess
Stripe Integration Overview
Unique Identifiers
UserVoice
Zapier Integration
Zapier Integration Basic Use Cases
Zendesk Integration with ClientSuccess
Zoho Integration Overview
Reason Codes
Articles regarding Reason Code (Risk and Success factor) setup and management
Commonly Used Reason Codes
Tracking Risk and Success with every Pulse update
SuccessCycles
Articles regarding SuccessCycle setup and management
Commonly Configured SuccessCycles
Develop, Document, and Strengthen Customer Lifecycle Plans (How to get the most out of SuccessCycles)
SuccessCycles - Commonly configured templates and how to develop, document, and strengthen your lifecycle plans
SuccessScore
Articles regarding SuccessScore setup and management
6 Common Health Scoring Metrics
SuccessScore
Team
Articles regarding team/user setup and management
Adding and Managing Team Members
Adding Sales Reps to ClientSuccess and How to Enable Their Alerts
ClientSuccess Seat (License) Limits
Revenue and Subscriptions
Articles regarding revenue and subscription data setup and management
Revenue Field Settings
Usage
Articles regarding usage data setup and management
Flat File - Automated File Ingestion
Flat File Usage Tracking Instructions