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Named Account Attributes

You can define any account attributes you want for filtering and segmentation purposes. In addition, Totango supports a number of named attributes for which it defines special functionality. Note: all attribute descriptions have a max limit of 100 characters.

Account Type

This attribute is used to tell Totango the type of the account in a general setting; i.e. whether the account is an event, workshop, project, department, etc. Use this to segment accounts into organizational groups.

Accepted values
String value with max size 255 char.

account_id

Contains the id of an account.

Accepted values
Special characters are forbidden except for underscore "_".

account_name

The name of the account that's displayed in the account profile.

Accepted values
String value with max size 128 char.

If you use Salesforce.com, you will want to associate the account_name attribute with the account_name Salesforce attribute and not use the API directly. (see attaching Salesforce attributes)

If you are using the API, ensure that the name (line 6) is set per the following setup.

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5    	id: "102213x",
6    	name: "Barksdale Industries",
7    }
8 };

Forecast State

The Forecast State is set in Totango's Revenue Center to forecast the action on an account. Totango will suggest a forecast based off of health and usage metrics, but you can set the values to one of “Upsell”, “Renewal”, "Downgrade" or “Churn".

Accepted values
“Upsell”, “Renewal”, "Downgrade" or “Churn"

Sales Manager

The name of the sales manager that manages the account. Totango uses this to create personalized alerts and views for each sales rep.

Accepted values
String value in the format of “First Name Last Name” which should match the name provided for users on Totango (e.g. Jack Smith)

If you use Salesforce.com, you will want to associate the Sales Manager attribute with the Lead.Owner and Account.Owner Salesforce attribute and not use the API directly. (see attaching Salesforce attributes)

If you are using the API, ensure that the name used matches the full name (‘first name last name’) of your sales reps.

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Sales Manager": "Avon Barksdale"
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Sales%Manager=Avon%20Barksdale

Status

The Status of an account tells Totango the account’s payment type. Use this to segment accounts into payment groups.

Accepted values
By default either “Free”, “Paying” or “Canceled” but you can change this through the Status page under the settings menu.
For more information see: Account Status

Success Manager

The Success Manager is used to associate a paying account with its customer success representative. Totango uses this to create personalized alerts and views for each sales rep.

If you use Salesforce.com to assign customer-success managers to accounts, you will want to associate the Success Manager attribute with the success-manager field used in Salesforce, and not use the API directly (see attaching Salesforce attributes)

Accepted Value
If you are using the API, ensure that the name used matches the full name (‘first name last name’) of your sales reps.

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Success Manager": "Dee Barksdale"
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Success%Manager=Dee%20Barksdale

Company Size

Use this attribute to indicate the total number of employees at this company, which can be used to upsell. For instance, if a team has 200 employees but only purchased 50 licenses, this shows an opportunity to sell a further 150 licenses.

If you use Salesforce.com to assign contract value to accounts, you will want to associate the Company Size attribute with the Company Size field used in Salesforce, and not use the API directly (see attaching Salesforce attributes).

Accepted values
Any number (1 or higher)

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Company Size": 200
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Company%20Size=200

Contract Value

Use this attribute to indicate Contract value of an account. Totango will feature the contract value in the account profile and use it to calculate the total value of all accounts in an active list.

If you use Salesforce.com to assign contract value to accounts, you will want to associate the Contract value attribute with the Contract value field used in Salesforce, and not use the API directly (see attaching Salesforce attributes).

Accepted values
Any number (1 or higher)

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5      id: "102213x",
6      name: "Barksdale Industries",
7      "Contract Value" : 1200
8    }
9  };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sd r_o.Contract%20Value=1200

Forecast Contract Value

The Forecast Contract Value is set in Totango's Revenue Center to forecast an account's new contract value. In conjunction with the Forecast state, this attribute is used set your revenue expectations for the quarter.

Accepted values

Any number (0 or higher)

Licenses

Use this attribute to indicate the number of licenses this account has purchased. Totango uses this value to compute the “license utilization” engagement metric, which indicates how many seats an account is using, relative to the number they purchased. For example, when an account purchases 100 seats, and uses 10, we say their license utilization is “10%”. You can tweak Totango’s Health ranking based on this parameter (see: Configuring the Customer Health Ranking)

Accepted values
Any number (1 or higher)

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 Licenses: 12
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Licenses=12

Cancellation Date

Use this attribute to indicate a contract expiration/cancellation date and is used in Retention Forecasting.

If you use Salesforce.com to assign contract value to accounts, you will want to associate the Cancellation Date attribute with the Cancellation Date field used in Salesforce, and not use the API directly (see attaching Salesforce attributes).

Accepted values
Date/Time value in the ISO 8601 format. For example: 2017-12-20T19:25:58.0Z

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5      id: "102213x",
6      name: "Barksdale Industries",
7      status: "Paying",
8      "Cancellation Date": "2017-12-20T19:25:58.0Z"
9    }
10 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Cancellation%20Date="2017-12-20T19:25:58.0Z"

Contract Renewal Date

Use this attribute to indicate a contract expiration/renewal date. When provided this will be featured in the account profile and can also be used in order to create an active list.

If you use Salesforce.com to assign Contract Renewal Date to accounts, you will want to associate the Contract Renewal Date attribute with the Contract Renewal Date field used in Salesforce, and not use the API directly (see attaching Salesforce attributes)

Accepted values
Any number (1 or higher)

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Contract Renewal Date" : "2011-12-20T19:25:58.0Z"
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Contract%20Renewal%20Date="2011-12-20T19:25:58.0Z"

Contract Start Date

Use this attribute to indicate a contract start date. When provided this will be featured in the account profile and can also be used in order to create an active list.

If you use Salesforce.com to assign Contract Start Date to accounts, you will want to associate the Contract Start Date attribute with the Contract Renewal Date field used in Salesforce, and not use the API directly (see attaching Salesforce attributes)

Accepted values
Any number (1 or higher)

1 window.totango_options = {
2         service_id: "SP-0000-00", // replace with your code
3         username: "marlo@barksdale.com",
4         account: {
5                 id: "102213x",
6                 name: "Barksdale Industries",
7                 "Contract Start Date" : "2013-12-20T19:25:58.0Z"
8         }
9 };

or

1 http://sdr.totango.com/pixel.gif/?sdr_s=SP-xxxx-xx&sdr_o=Acme&sdr_o.Contract%20Start%20Date="2011-12-20T19:25:58.0Z"

Create Date

This is the time at which this account was created (original signup date).
While not recommended, you can omit the Create Date attribute if you do not have them handy. Totango will guess the creation-date of an account as the first time it sees it.
This default behavior is generally correct for accounts that get created after Totango was installed on your application, but not for those that existed before. You can address them later by updating historical account information

Accepted values
Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

1  window.totango_options = {
2    service_id: "SP-0000-00", // replace with your code
3    username: "marlo@barksdale.com",
4    account: {
5      id: "102213x",
6      name: "Barksdale Industries",
7      status: "Paying",
8      "Create Date": "2011-12-20T19:25:58.0Z"
9    }
10 };

Forecast Period

This is the time at which the account's forecast was last updated.

Accepted values
Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

Last Contract Value Change Date

This is the time at which the account's contract was last changed (i.e. an account was upsold or downgraded).

Accepted values
Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

Trial Expiration Date

This is the time when the account's trial (or POC) expires.

Accepted values
Date/Time value in the ISO 8601 format. For example: 2011-12-20T19:25:58.0Z

sdr_s

This attribute is needed to send data to your Totango instance.

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