ClientSuccess

Learn how Automation rules in ClientSuccess use triggers and actions to send emails, add to-dos, assign SuccessCycles, and send NPS surveys.

Automation - Streamline and standardize customer success work

Configure automation triggers in ClientSuccess for Pulse, NPS, calendar dates, contracts, custom fields, engagements, and SuccessCycles to fire actions.

Automation Triggers

See commonly configured Email Automation rules, with triggers and templates for onboarding surveys, renewal reminders, SuccessScore alerts, and last touch follow-ups.

Commonly Configured Email Automation Rules

Learn how to set up Email Automation rules in ClientSuccess with triggers like days to renewal and SuccessScore, plus Group by Customer delivery options.

Email Automation

Articles regarding automation setup and management

Automation

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