---
sourceDocument: Xanadu Account Lifecycle Events
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/acct-lifecycle-events

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Account Lifecycle Events

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Configure customer success

# Configure customer success {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

After an onboarding case has been created, you can configure and set up customer success by creating engagements, configuring success plays, and setting up the success initiative record.  
This section covers the following:

* [Create an engagement](https://servicenow-prod.fluidtopics.net/U6UebYbcEg9UgD~ts4NvaA "Create an engagement record that centralizes all internal and external activities that are involved in the customer success journey.")
* [Create a success initiative](https://servicenow-prod.fluidtopics.net/_A9n__fd_8sTVEdjhOeaxA "Create a success initiative with a planned set of internal or external tasks to support a success outcome.")
* [Create an ALE definition record](https://servicenow-prod.fluidtopics.net/bg6Md1GQiZufTRXJRWJKIg "Create an ALE definition record to set up categories and sub categories for success play workflows.")
* [Create an ALE choice record](https://servicenow-prod.fluidtopics.net/I2DOkxzp~emh26TrdK9Ryg "Create an ALE choice record to set up the categories for the ALE definition record.")
* [Create a success play](https://servicenow-prod.fluidtopics.net/7HU2QIfwJEV8dkBbIXcbwA "Use this option to create a success play to create automated actions.")
* [Create an internal play](https://servicenow-prod.fluidtopics.net/6YG2x45pE2NCtuDpcC~7WA "Create an internal play to define a planned or unplanned activity during the engagement lifecycle.")
* [Create a success case](https://servicenow-prod.fluidtopics.net/6RyPgZy1lEyXOIivDEAp1w "Create a success case to specify an unplanned activity required to support an engagement. Success cases can be monitored by the customer during the engagement lifecycle.")
* [Define risk signal to solution relationship](https://servicenow-prod.fluidtopics.net/6OnqBLSZR6gXmyD06LPCEQ "Use this option to associate a risk signal with an internal play or a success case.")
* [Create a success blueprint](https://servicenow-prod.fluidtopics.net/1Myw34k9QR8DrXumHGvmug "Use this option to create a success blueprint or a template to create automated activities that need to be executed during the engagement lifecycle.")
{#account-lifecycle-config-cust-success__ul_yhk_drv_zbc}

