automatically close success plan based on usage
None
Is it possible to have a success plan automatically close based on usage? Our use case is in trying to drive adoption, we want to build a success plan around increasing a certain usage type (logins for example). Once they meet our criteria (say 3 logins a day) we want to have that success plan close automatically.
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I know I connected with you outside of this post but I will go ahead and follow-up here.
As far as I know this is not currently possible.
My thoughts went to the rules engine but it is only possible to create success plans there and not close them. My other thought was to simply close all the objective CTAs but through the rules engine you can not close objective CTAs. Also after all objectives are closed in a success plan it will stay open until it is manually closed.
I will turn this post into an idea so we can hopefully get some feedback from the product team as well as other customers.
Along the same lines, being able to close Objective CTAs via the Rules Engine may be beneficial in this case.
Thanks!
Hello@sagan_sherlin and everyone else! Let me see if I can get some input from the product team here!
Hi All,
It is on our roadmap to give the capability to close Success Plans via rules. We will also be adding more capabilities to the Mass Edit functionality to do one-off operations on success plans (today you can only reassign and delete success plans)
LOVE IT!! Thank you!!!
+@Anil Raj Pujari
Any update on this? We have put together success plans for adoption specific features and would love to be able to automatically close objective CTAs when the customer has adopted the related feature.