High-Touch Onboarding Health

The High Touch Onboarding Health profile in Totango allows you to set the metrics and criteria for the health of your accounts while they are in the onboarding stage of their Customer Journey. This profile allows you to track the health of your accounts based on metrics such as Last Touch and by days spent in each Onboarding Lifecycle Stage. Prior to starting High Touch Onboarding Health Profile configuration, you should have completed Account Integration [Insert Link back to the Integration page], and set both your Customer Journey and Onboarding Lifecycle Stages.

Homework Assignments

Prior to attending the SuccessBLOC Live Session, you should complete the following steps:

Guides and Resources