Configure success blueprints

  • Release version: Australia
  • Updated June 8, 2026
  • 1 minute to read
  • Configure success blueprint templates and the supporting elements that customer success managers use to define how success is measured for an engagement.

    A success blueprint captures what success looks like for a customer, how it is measured, and the initiatives that will deliver it. Templates define a reusable set of success objectives and primary success outcomes for a specific product or solution. Customer success managers can apply these templates to engagements, or create blueprints manually when no template fits.