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brittany
brittany
Contributor ⭐️⭐️⭐️⭐️⭐️
November 23, 2015

Be able to customize Survey CTA Names

  • November 23, 2015
  • 12 replies
  • 79 views
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
      praneet
      Helper ⭐️⭐️⭐️
      November 25, 2015
      Thanks Brittany for the idea, We definitely have this on roadmap. I will update on Release Date soon.
        tracy_streetman
        tracy_streetman
        Contributor ⭐️⭐️⭐️
        January 18, 2016
        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!
          ellenoangieslistcom
          ellenoangieslistcom
          Contributor ⭐️⭐️⭐️⭐️⭐️
          January 18, 2016
          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.
            manu_mittal
            Gainsight Employee ⭐️
            manu_mittal
            Gainsight Employee ⭐️
            January 19, 2016
            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
            ellenoangieslistcom
            ellenoangieslistcom
            Contributor ⭐️⭐️⭐️⭐️⭐️
            January 19, 2016
            If there was any form of distinguishing that would be great.  Something like NPS January 2016 would work.
              tracy_streetman
              tracy_streetman
              Contributor ⭐️⭐️⭐️
              January 19, 2016
              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!
                brittany
                brittanyAuthor
                Contributor ⭐️⭐️⭐️⭐️⭐️
                January 19, 2016
                Agreed with Tracy!
                  melissa_terrell
                  melissa_terrell
                  Helper ⭐️
                  March 16, 2017
                  Is there an update on this feature request?  We have the same need.  
                    ray_roohparvar
                    ray_roohparvar
                    Contributor ⭐️
                    April 24, 2017
                    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?
                      praneet
                      praneet
                      Helper ⭐️⭐️⭐️
                      April 25, 2017
                      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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