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Gainsight Inc.

Load to Success Plans 2.0 Action Type

This article explains how to create a success plan for multiple companies with a single Rule configuration.

This article explains how to create a success plan for multiple companies with a single Rule configuration.

Overview

Success Plans 2.0 Action type is used to create a success plan for multiple companies with a single Rule configuration. If Relationships are enabled in your org, you can create a Success Plan for multiple Relationship types. If you have already created a Success Plan template that has multiple objectives with Playbooks, you can configure the Success Plan with this template. 

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Load Data to Rules Engine   

You can load data into the Rules engine from any of the following channels. 

  • Any Gainsight object: If your Data is present in an object, create a dataset to fetch data from the object. For more information on how to create a dataset, refer to the Fetch Data section of the Folder and Tasks Creation article.

  • S3 Dataset Task:  If you store your business contacts data in a CSV file and upload it into an S3 bucket, you can create a dataset by fetching data in this CSV file. For more information on how to create a dataset from a CSV file in the S3 bucket, see the S3 Dataset Task in the Rules Engine article.

Setup Action: Load to Success Plans 2.0

To configure this Action Type:

  1. Navigate to the Setup Action page.
  2. Click + ACTION
  3. From the Action drop-down menu, select the Load to Success Plans action type. 
  4. (Optional) Enter a description in the Description field.
  5. Provide the following details:
  • Company/Relationship Identifier: Select the required Company/Relationship identifier which identifies Company/Relationship using the selected field. The fields available in this dropdown are from the dataset and of type GSID.
  • Name: Specify an appropriate name for the success plan. Optionally, use tokens to add dynamic text to the plan name.
  • Include in identifiers: Select this checkbox, if you want to use Name as an additional identifier along with Company, Type, and Status while looking for Success Plans that must be updated.
  • Type: Select the appropriate success plan type. This drop-down populates types that are configured in Success Plan Configuration for Global and Company or Global and Relationship type for the respective Success Plan configurations.
  • Template Name: Select the appropriate template name. This drop-down populates values that are configured in the ess Plan Configuration and associated with the selected Plan Type.
  • Status: Select the initial status of the success plan when it is created by the rule. For example, initially, you might want to create this Success Plan as a Draft.
  • Owner Field: (Optional) Select the appropriate field if you want to dynamically assign the owner.
  • Due Date: Specify an appropriate value for the plan due date (N days after the rule creates the Success Plan). 
    Note: The drop-down menu below the Due Date field addresses the treatment of weekends. The following options are available:
    • Do not skip weekend
    • Skip all weekends
    • Skip weekend if due on a weekend
  • Default Owner: Specify a default owner if you have not selected a value in the Owner Field text box, or the Company does not yet have an assigned owner.
  • Additional Fields: This is a list of fields added to the default group from Admin > Success Plan > List View Field Configuration, and these fields can be mapped with the show fields in Rule dataset added from the Setup Rule page.
  1. (Optional) Click + CRITERIA to add Additional criteria to fine-tune what data to sync, or to perform different or multiple actions based on the same data points. 
    Advanced Logic: Advanced Logic allows you to modify the operator (AND, OR) and update the logic as required. This logic is case-sensitive.
  2. Click SAVE to move to the next step or click +ACTION to add more actions.
  3. Click RUN NOW to run the rule now or you can schedule the rule from the Schedule page.

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IMPORTANT: If you configure Rule for Relationships then you must select the Relationship Types on the Create Rule page. The selected Relationship Types are displayed in the Setup Rule page > Filters and Setup Action page > Relationship Type field. You can now select the Relationship Types for which you want to create a Success Plan.

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