Tracking Shared Success Plans


We're hoping to track whether customers have opened their shared Success Plans (sharing using the weblink send option). I haven't found a way - is this possible?



Hi Jessica, we have this functionality. Please refer this article for more information.



Below is the path to know the tracking status



Administation>>Success Plan configuration>> Manage Success plan Sharing>>Click on Active Users count.




Hello all, Updated the relevant doc accordingly with more details on Shared Success Plan tracking. Please find the updated doc here



Thank you for posting!




I see how you can track whether it was shared, but can you track whether a customer logged into it and looks?




Hi Jessica,



Currently we don't have this feature, thanks for brining this up! Redirecting this to our product team.



@All, please hit like to increase the priority in road map




Hi  @sai_ram - I see this is a 3 years old post --- Do we have any updates here?

I have a similar usecase - Our CSMs want to track if they have shared the SP with the customer or not,so that they can focus on the customers they have not shared with .