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irit_eizips
Helper ⭐️
March 26, 2015

Automatically Close CTA by CTA Name not CTA Reason

  • March 26, 2015
  • 14 replies
  • 114 views
When I setup a Close CTA activity, I can only pick the reason, say: "Customer Journey" or "Support Issues". Since we don't have a separate reason associated with each support related issue, the close activity might impact too many CTAs.

Ideally, I'd like to setup one close CTA activity when the rule described in the "rule setup" section no longer applies. Because of the way the business rules filter is currently set up, it is nearly impossible to configure the "Close" Activity in the same business rule as the "Create CTA" activity. This results in a very long list of business rules one needs to maintain. Moreover, when the list of business rules grows too large (above 20?!) it nearly becomes impossible to quickly associate one business rule to another, if they are indeed related (for example: close and open CTA for certain criteria, or all NPS related (Detractor, Promoter...) business rules).

    14 replies

    seth
    Expert ⭐️
    November 11, 2016
    I understand from last week's Product Roadmap webinar that upgrades to the Close CTA Rule Action are coming relatively soon 🙂
    AI Transformation @ Gainsight
    sundar
    Expert ⭐️
    February 26, 2017
    With 5.5 release, You can close the CTA's based on any criteria. Read more about it here. Select the CTA's based on your criteria, and in close CTA action use the CTA Id to close them off.
    reneehouse
    Contributor ⭐️⭐️⭐️⭐️⭐️
    March 30, 2017
    Sundar - Is this feature available for bionic CTAs in the 5.5 release as well?
    Renee House
    nitisha_rathi
    Expert ⭐️⭐️
    May 2, 2017
    Hi Renne,

    Apologies for late reply. We had some issues in using this capability in bionic rules but all the issues are getting fixed in May release. So, post May release this feature will be available in bionic rules too.

    Thanks,
    Nitisha