Solved

How can we utilize success plans to trigger a playbook?

  • 28 February 2017
  • 4 replies
  • 71 views
jake_smith
Userlevel 5
Badge
We are currently going through the process of creating success plans for new CS owned customers. Our CSM's would like for some of the objectives in success plans to trigger a playbook that feeds them appropriate tasks. Is the only way to do this through a cockpit CTA? That seems redundant that we'd have to go in two separate areas to solve a long term objective that could be aided by a playbook.
icon

Best answer by lila_meyer 28 February 2017, 22:27

View original

4 replies

lila_meyer
Rank
Userlevel 7
Badge +2
Hi Jake, Admins can create Success Plan templates with Objectives and associated Playbooks. Then your CSMs can apply the template to their Success Plan in the C360/R360, and the CTAs with Playbooks will be available. This article explains how to setup templates:

https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/07_...

Let us know if this helps!
Lila Meyer, Dir. Global Education Services
dan_ahrens
Rank
Userlevel 7
Badge +3
An admin will need to create the playbook, but once the playbook is created, any full user (CSM) can add an objective to a success plan and select an existing playbook.
CS Ops and Digital Scale @ Atlassian
dan_ahrens
Rank
Userlevel 7
Badge +3
Jake, you can also allow CSMs to add a new objective to the success plan and select a playbook that suits their needs. 
CS Ops and Digital Scale @ Atlassian
jake_smith
Userlevel 5
Badge
Thanks Dan. Can only admin's apply a playbook to a previously existing objective? Is there a brief overview of this process.

Thanks for all the help!

Reply


Terms & ConditionsCookie settings