Adoption Management
Drive meaningful customer engagement with best-practice adoption plays and results tracking
Overview
Adoption Management’ Element drives meaningful customer engagement with your products and services by executing best-practice adoption plays and tracking the results.
- The Adoption Management Element includes processes to drive stronger adoption (e.g., usage, latest release, feature adoption) within your customer base
Included Assets
- Technical Assets (5) – Add dropdowns and objects focused on health scores and outcomes
- Timeline Configuration (1) – Adds new Adoption field
- CTA Configuration (1) – Adds Reasons to the Risk CTA
- Email Templates (4) – Email templates to send to customers around increases and decreases in adoption
- Playbooks (3) – Sets of tasks to perform when adoption drops, improves, or is not tracked
- Rules (7) – New rules that fire CTAs based on adoption activity and scores
- Reports (7) – Prebuilt reports to track metrics like adoption, deployment, and NRR