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shane_mccoy
shane_mccoy
Contributor ⭐️⭐️⭐️⭐️
June 19, 2018
Solved

Assigning Success Plans to multiple customers at once, compared to manually one-by-one.

  • June 19, 2018
  • 7 replies
  • 188 views
I'm rolling out Success Plans for the first time into my organization and am running into the issue of having to go into each customer and add the success plans, one by one. Is there a way to add one success plans to multiple customers? I don't want to potentially reduce the adoption of Success Plans by the CSMs by having them tediously add SP manually.
    Best answer by lila_meyer
    Those are the 2 options currently. I don't think we've seen a request to allow CSMs to create multiple plans simultaneously, so you may want to create a new Idea post for that.

    7 replies

    brandy_guillory
    brandy_guillory
    Contributor ⭐️⭐️⭐️
    June 19, 2018
    This is a good idea, I am a CSM whos floating around the idea of a standard success plan - 3 main components consistent with every customer & this would be a nice add. Maybe also an option later for a  mass update of a specific success plan, would be a nice have also.
    faust_belarmino
    faust_belarmino
    Helper ⭐️⭐️
    June 19, 2018
    You can run a rule that loads a Success Plan to customers. That's how we use success plans - our CSMs don't need to manually add the SP because once they get a client, the rule already adds the SP for them.
      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      June 19, 2018
      Hi Shane,

      As Faust said, this is possible today using the rules engine. This tutorial walks you through the process. 
      Lila Krutel, Dir. Global Education Services
        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        June 19, 2018
        Hi Brandy,

        Admins can configure Success Plan templates which can then be applied to accounts manually or using the rules engine. This article will get your Admin started.
        Lila Krutel, Dir. Global Education Services
        brandy_guillory
        brandy_guillory
        Contributor ⭐️⭐️⭐️
        June 19, 2018
        I don't want to hijack Shane's post but i was looking for a non Admin/non rule related way to apply multiple success plans to my customers specifically as a CSM, but if its only possible through this route ill continue to add them manually.
        lila_meyer
        lila_meyerAnswer
        Gainsight Employee ⭐️⭐️⭐️
        June 19, 2018
        Those are the 2 options currently. I don't think we've seen a request to allow CSMs to create multiple plans simultaneously, so you may want to create a new Idea post for that.
        Lila Krutel, Dir. Global Education Services
        shane_mccoy
        shane_mccoyAuthor
        Contributor ⭐️⭐️⭐️⭐️
        June 19, 2018
        Thanks for the link to the resource Lila!
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