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How to Configure settings and trusted domains on Totango

Joseph Lee
Nithil Shanmugam
January 2, 2024

How to Configure settings and trusted domains on Totango

Overview:

Effectively managing your products in Totango requires optimizing configurations and ensuring trusted domains are set up correctly. This guide provides a step-by-step process to configure settings and trusted domains in Totango, enhancing your workflow and ensuring a seamless experience for users.

1. Start by accessing the side bar.

1 Click here

2. Next, locate and select 'Settings'.

2 Click on "Settings"

3. Under settings, seek out 'General'.

3 Click on "General"

4. Look for 'Email Notifications' to set up.

4 Click on "Email Notifications"

5. Now, focus on 'Financial Year Settings'.

5 Click on "Financial Year Settings"

6. Time to manage 'Campaigns from other Teams'.

6 Click on "Campaigns from other Teams"

7. Proceed to configure 'SuccessPlay from other Teams'.

7 Click on "SuccessPlay from other Teams"

8. Enable the 'Scan for virus on file upload' setting.

8 Click on "Scan for virus on file upload"

9. Input trusted domain to share customer information.

9 Click on "Enter domain"

10. Opt to include Custom walkthrough script.

10 Click on "Add Custom walkthrough script"

11. Enter in the provided space, your Script URL.

11 Click here

12. Tick the 'Block Archived Accounts' box.

12 Click on "Block Archived Accounts"

13. Finally, 'Grant Access' to Support Account for finalized scripts.

13 Click on "Support Account Access"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker