ClientSuccess Features

Engagement Reports

• Engagement Reports & Tags

Automation Triggers

• Automation Triggers Update

Revenue Management

• Using the Overdue Tab

ClientSuccess Goals

• ClientSuccess Goals Overview

Self-Serve File Import

• Self-Serve File Import Overview

ClientSuccess NPS

• Ingesting NPS Data into ClientSuccess
• What is NPS?
• ClientSuccess NPS
• ClientSuccess NPS - How to Get Started

Pulse Plan

• Defining the Pulse Scale
• Pulse Alerts
• Pulse Execution
• Pulse Reporting and Insights

Data Exports

• Data Exports - Basics