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jennifer_kirkland
jennifer_kirkland
Contributor ⭐️⭐️⭐️
Nov 21, 2015 4:38 PM UTC

Success Plan Template: Dynamically assign Objective Owner

I'm very happy to see that you can now create a Success Plan template! However, I'm finding a very important feature is missing - allowing an objective to dynamically be assigned based on a lookup value.  Instead, it only allows me to assign an objective to a single User, and if the template gets assigned to any account the CSM will need to go in and reassign each objective.

It would be great if we could dynamically assign based on a lookup value -- like I do with CTA's for my CSMs, TAMs and Executives.

      19 replies

      heather_hansen
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      Nov 23, 2015 2:42 PM UTC
      Yes!  I noticed this too.  It would be great if it worked like playbooks where the owner is the person who applies it or who it is assigned to.  As they are now, I'm not sure it's feasible for our teams to use them.
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        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        Nov 23, 2015 6:05 PM UTC
        Hi Jennifer,

        Very valid point about dynamically assigning owners based on a lookup value. This will be available soon. I will keep you updated about ETA.

        Thanks,
        Nitisha
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          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          Nov 24, 2015 4:51 AM UTC
          Hi Heather,

          Thanks for your post. We will definitely bring this capability soon. 

          Thanks,
          Nitisha
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            ellenoangieslistcom
            ellenoangieslistcom
            Contributor ⭐️⭐️⭐️⭐️⭐️
            Dec 2, 2015 3:27 PM UTC
            We are not able to use Success Plans until they can be assigned via a look up as well.  Very interested in this!
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            lane_h
            lane_h
            Helper ⭐️
            Dec 2, 2015 10:38 PM UTC
            Are we able to create a rule to trigger a Success Plan? I thought we were going to be able to, but I'm struggling to figure that out. One example is to push a Success Plan of onboarding to customer who purchase a certain product.

            We have created a few Success Plan Templates.
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            Director of CX and Scale Programs
            ellenoangieslistcom
            ellenoangieslistcom
            Contributor ⭐️⭐️⭐️⭐️⭐️
            Dec 3, 2015 4:51 PM UTC
            currently, you are not able to run a rule to trigger a success plan.  I asked about this and they said its an idea for the future.  
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            nitisha_rathi
            nitisha_rathi
            Expert ⭐️⭐️
            Dec 4, 2015 6:11 AM UTC
            Hi,

            Dynamically assigning objective owner in success plan templates will be available in Jan release.

            We are working on the capability of creating success plans via rules engine too. I will keep you updated about the ETA.

            Thanks,
            Nitisha
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              nitisha_rathi
              nitisha_rathi
              Expert ⭐️⭐️
              Jan 8, 2016 5:14 AM UTC
              Hi,

              Capability to dynamically assign objective/task owner based on a lookup value is available now. 

              We are also working on creating success plans via rules engine. I will keep you updated about the status.

              Thanks,
              Nitisha
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              heather_hansen
              heather_hansen
              VIP ⭐️⭐️⭐️⭐️⭐️
              Jan 15, 2016 7:50 PM UTC
              Hi Nitisha,

              I'm building out templates for one of our groups now, and I'm still being forced to assign an owner.  Basically, what I'd like is when the team assigns the Success Plan template, all the objectives get assigned to them.  As it stands now, looks like I'll have to assign them all to me, and then, have them change when they add.  That seems messy. 
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                heather_hansen
                heather_hansen
                VIP ⭐️⭐️⭐️⭐️⭐️
                Jan 15, 2016 7:52 PM UTC
                One more note:  I think it's fine to have that functionality on the manually created objectives, but when I use a template, I'd like to have that default to the current user adding the template if that makes sense.
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