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brittany
Contributor ⭐️⭐️⭐️⭐️⭐️
Nov 23, 2015 7:30 PM UTC

Be able to customize Survey CTA Names

Right now CTA's based off of Surveys built within the Survey tab default to "Call to Action on Survey" as the title. My team can't easily see what the CTA is about without having to click into it. Customizable titles would be extremely helpful.

    12 replies

    praneet
    Helper ⭐️⭐️⭐️
    Nov 25, 2015 5:37 AM UTC
    Thanks Brittany for the idea, We definitely have this on roadmap. I will update on Release Date soon.
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    tracy_streetman
    Contributor ⭐️⭐️⭐️
    Jan 18, 2016 5:07 PM UTC
    Our team is having this same situation, we have a few different CTAs for survey responses - titles would help identify things easier.  Any update on the release date?

    Thanks!
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    ellenoangieslistcom
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Jan 18, 2016 9:04 PM UTC
    We need this as well.  We do a NPS each month with a different segment of accounts and we are having problems reporting on who has completed CTAs from a particular month without running SFDC reports on Gainsight objects.
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    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    Jan 19, 2016 10:29 AM UTC
    Tracy, Ellen -- Would carrying forward the Survey name suffice, or would you need more granular control over naming? If it's the latter, could you please share some examples based on your use cases?

    Thanks!
    Manu
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    ellenoangieslistcom
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Jan 19, 2016 2:40 PM UTC
    If there was any form of distinguishing that would be great.  Something like NPS January 2016 would work.
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    tracy_streetman
    Contributor ⭐️⭐️⭐️
    Jan 19, 2016 3:29 PM UTC
    In our case we only have one survey in use, so the name wouldn't give us any insight.  We would need more custom like: NPS Promoter, Dissatisfied Survey, NPS Non-promoter.

    Thanks!
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    brittany
    brittanyAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Jan 19, 2016 5:19 PM UTC
    Agreed with Tracy!
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    melissa_terrell
    Helper ⭐️
    Mar 16, 2017 4:14 PM UTC
    Is there an update on this feature request?  We have the same need.  
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    ray_roohparvar
    Contributor ⭐️
    Apr 24, 2017 8:03 PM UTC
    I'm very surprised this request was submitted a year ago and that it is still on the roadmap. This is a huge pain point since the Mass Edit tool does not allow you to Rename in bulk. Adding the ability to Rename via Mass Edit would be a quick and easy workaround, but never the less this function should exist in the actual NPS Survey setup. I had to manually rename last quarters Survey CTA's for all of our CSM's bc it was impossible for them to manage the CTA's for both the previous & current quarter in an easy way. Can we get an update on this feature?
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    praneet
    Helper ⭐️⭐️⭐️
    Apr 25, 2017 6:07 AM UTC
    Hi All, 
    This particular feature will be part of Spring Release that will be released somewhere last week of May. CTA name modification will be allowed and use of tokens like Participant Display Name, Account/Relationship name will be allowed, also it can be used as Identifier similar to Rules Engine.
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