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kcsp
June 7, 2021
New Idea

Enable Help Text for Success Plan Fields

Related products:CS Success Plans & Customer Goals
  • June 7, 2021
  • 26 replies
  • 333 views

Help Text already exists for Attributes, but would be good to have visible for Success Plan fields as well.

26 replies

Anil Raj Pujari
Helper ⭐️⭐️
April 10, 2022

Thank you all for the feedback and upvotes. Though help text is not part of immediate roadmap we will try to prioritise it. 

jenlpro
Helper ⭐️
December 21, 2022

We definitely need this functionality ASAP… success plans have really low adoption and data integrity, and I believe this would help tremendously!

kstim
Helper ⭐️⭐️
December 21, 2022

+1! Can never go wrong with help text as it helps provide direction to the end users 😁

Anil Raj Pujari
Helper ⭐️⭐️
December 22, 2022

Planning for help text in success plan admin redesign. For the users, they would see a “i” information icon next to the field title. It will appear for only those fields which have help text configured. Hovering on the “i” would display help text provided by the admin. Would this solve your use case ?

gunjanm
Expert ⭐️
December 30, 2022

@Anil Raj Pujari sounds like it would. Only request would be for it to mimic the UI of the 360 Attributes help text #featureparity 

Gunjan
Contributor ⭐️⭐️⭐️
May 9, 2023

@Anil Raj Pujari When is the success plan admin redesign planned for?

alizee
VIP ⭐️⭐️⭐️⭐️⭐️
May 9, 2023

Would be great if we could have help text wherever we want to display a field, quite honestly.

THIS. THIS THIS. THIS. 

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
June 4, 2024

Bringing this back up again -- as soon as we started introducing Success Plans at Amplitude, the first question our Ops team had was “Can we add help text?”

Let’s make this happen 🙏🏻

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
jenlpro
Helper ⭐️
June 4, 2024

I’m with Sarah ^^ - my team asks me about this constantly!!!

romihache
VIP ⭐️⭐️⭐️⭐️⭐️
June 5, 2024

We need tooltips. Everywhere 

Continuous improvement is better than delayed perfection