What is the most efficient way to mass add an objective to an existing success plan?
We are using success plans to streamline a company-wide transition for our customers. We implemented and mass created these success plans, but would now like to add 1 additional objective with a survey email template for follow up once the rest of the plan is complete. Is there a way to mass add 1 additional objective to any plan already using a specific template? Or would we be better off to trigger a CTA based on completion of the current 'last' objective?
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I think your idea of the the CTA triggered off the completion of the last objective would work for this use case.
Is this a one-time thing you want to do or an ongoing process? As in, once a set of objectives are completed in a SP you want to add a new objective to that existing SP? Today that is possible manually (i.e end-users can append a template to an existing success plan) but not in an automated fashion. We do have it in our long term roadmap to allow appending templates to existing success plans automatically via our rules engine
Happy to announce that your request has been considered partially and included as part of the v6.12 release. Gainsight now enables Admins to perform mass edit actions on Success Plans, including Reassign Ownership and Delete Success Plans in bulk. However, Admins can only reassign the ownership of a Success Plan to others, and not the individual Objectives and Tasks within it.
You can find the relevant information in our article.
This feature is implemented only in the NXT version.
Thanks for posting!
was the other part of this ever implemented to add an objective to an existing Success Plan? We have a KPI object in SFDC that we want to work in tandem with the objectives. There is a record per KPI and if there is a new KPI created, we want it to trigger for a new objective on the success plan
Mass edit actions for Success Plan objectives is in immediate roadmap. Users will be able to delete or reassign ownership of objectives through mass edit.
Rules engine action to update success plans is in medium term roadmap. User will be able to append new templates to existing Success Plan via rules engine.
My use case is the following: I’ve recently mass-uploaded about 50+ Success Plans with Rules Engine, and now I’d like to add one additional Objective to all those existing success plans. Right now, my only option is to go ahead and create 50+ new Objectives manually. It would be great if this step could be somehow automated, as it happens quite often that a new product or initiative gets launched, and multiple success plans need updating at once.