Automation

Our Automation is a powerful tool that can help streamline and standardize your customer success work including sending emails, adding to-dos, or assigning SuccessCycles.

New functionality includes two additional actions, so we've updated the Global Settings for "Email Automation" to "Automation".

Benefits to You

With Automation, ClientSuccess Admins and/or Managers can create (under Global Settings > Automation) rules that utilize 5 currently available triggers (see “What Triggers Are Currently Available?”) to 3 different, currently available actions (see “What Actions Are Currently Available?”). 

Along with the benefits of our previously released Email Automation, new capabilities include:

• The ability to add multiple actions to one automation rule. For example,
  • Send an Email and add a to-do
  • Send an Email and assign a SuccessCycle
• Added to-dos
  • Visible on respective client records, as well as the Tasks Screen
• Assigned SuccessCycles
  • Visible on respective client records
  • Relevant activities and/or tasks will be included on the Tasks Screen

What Triggers Are Currently Available?

Automation currently includes 5** triggers, as follows:

Account Details

• Days after client-as-of date
• Days since last touch

Subscriptions

• Days to renewal

SuccessScore

• SuccessScore goes below
• SuccessScore goes above

**Note: We’ll continue to introduce more triggers as the feature is enhanced. Please feel free to channel feedback through your Assigned CSM.

What Actions Are Currently Available?

Automation currently includes 3** actions, as follows:

• Send an email
• Add a to-do
• Assign a SuccessCycle

**Note: We’ll continue to introduce more actions as the feature is enhanced. Please feel free to channel feedback through your Assigned CSM.