Auto Share Success Plans.

  • 14 December 2018
  • 3 replies

Userlevel 7
Currently when sharing a success plan the sharing process has to be initiated. In the future it might be nice to have the ability to share a success plan on some sort of schedule that way you don't have to manually start the process.

3 replies

Userlevel 6
LOVE THIS! We should do this!!

Userlevel 6
Hi Andrew,

Thanks a lot for sharing this. Do you share your success plans internally / with customers (and at what frequency)? Would having the ability to distribute a success plan via JO help?

Do the recipients of the email generally remain the same or change over time?


Userlevel 7
Badge +1

A use case here would be customer onboarding using Success Plans -- be able to share out the plan weekly would be beneficial for the customer and onboarding teams, especially if task/objectives are assigned to the customer