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jess_hall
jess_hall
Contributor ⭐️⭐️
January 9, 2019
New Idea

Tracking Shared Success Plans

  • January 9, 2019
  • 5 replies
  • 87 views
We're hoping to track whether customers have opened their shared Success Plans (sharing using the weblink send option). I haven't found a way - is this possible?

      5 replies

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      January 29, 2019
      Hi Jessica, we have this functionality. Please refer this article for more information.

      Below is the path to know the tracking status

      Administation>>Success Plan configuration>> Manage Success plan Sharing>>Click on Active Users count.

      naga_gonaboyina
      Helper ⭐️
      January 31, 2019
      Hello all, Updated the relevant doc accordingly with more details on Shared Success Plan tracking. Please find the updated doc here

      Thank you for posting!

        jess_hall
        jess_hallAuthor
        Contributor ⭐️⭐️
        February 4, 2019
        I see how you can track whether it was shared, but can you track whether a customer logged into it and looks?

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        February 6, 2019
        Hi Jessica,

        Currently we don't have this feature, thanks for brining this up! Redirecting this to our product team.

        @All, please hit like to increase the priority in road map

          Smita Mohapatra
          Contributor ⭐️⭐️
          June 20, 2022

          Hi  @sai_ram - I see this is a 3 years old post --- Do we have any updates here?

          I have a similar usecase - Our CSMs want to track if they have shared the SP with the customer or not,so that they can focus on the customers they have not shared with .

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