Start a conversation

Miscellaneous

You will find various articles on varied topics under this section.

  • Account's Timeline

    Various Events and Occurrences happen over an Account's Lifecycle Journey and these events need to be tracked and managed for the effective and efficient management of an Account by the Customer Succe...

  • Settings Page| Team Management and Profiles

    Objective This article will assist you in understanding: How you can manage your customer success team in CustomerSuccessBox What are the available profile options for a team member What permissions a...

  • Email Notifications

    Enabling email notifications If you've enabled email notifications, you'll receive multi emails that contain all assignment, Reminder and Alert notifications with HTML and plain text copies of the ema...

  • Settings Page| Custom Attributes

    Overview This article will help you understand how you can send over your unique company data to CustomerSuccessBox.  If you have a unique account attribute which is not included in the standard list ...

  • Rule Engine Metrics - Overview

    This article will help you in gaining an understanding some of CustomerSuccessBox  metrics and how they are calculated. For more details, check out their articles. Product Stickiness   Product Stickin...

  • Custom Attributes - Which one to choose?

    Overview This article will help you in figuring out which attribute is best for you as per you use case. Best way to decide this is to figure out what kind of values the attribute is going to hold. Pl...

  • How to create and configure Emails?

    Overview This section will help you understand how to create an email template that can later be used during the customer journey or by sending out email notifications. Here, you will also learn how t...