Automation - Streamline and standardize customer success work

In case you've missed other parts of our 6-part adoption newsletter miniseries be sure to check it out!

• Engagements - Consolidate your emails and meeting notes to increase engagement visibility
• Pulse - Create organization-wide consistency on the health of your customers
• SuccessCycles - Commonly configured templates and how to develop, document, and strengthen your lifecycle plans
• SuccessScore - Better understand the behavior of your customers
• Segmentation - Using a dynamic approach to viewing your book of business

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.

Benefits to You

With Automation, ClientSuccess Admins and/or Managers can create (under Global Settings > Automation) rules that utilize 5 currently available triggers (see “Currently Available Triggers”) to 4 different, currently available actions (see “Currently Available Actions”). 

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
• Send NPS Survey
  • If you've purchased or choose to purchase ClientSuccess' NPS offering, you'll have the ability to utilize automation for sending NPS surveys

User Training Webinar

In this webinar, you’ll learn how:

• Automation can be used for Internal Alert Reminders
• Multiple actions (ie to-dos, SuccessCycles, Emails) can be applied to the same Automation rule
• Segments can be utilized to enhance your Automation experience

Additional Resources

• Automation - Basics
• Email Automation - Basics
• Commonly Configured Email Automation Rules
• Commonly Configured SuccessCycles