Skip to main content

Clean Up OOTB CTA Reasons

  • August 8, 2018
  • 3 replies
  • 2 views
joseph_siudzinski
Forum|alt.badge.img+2
I think it would help customers a lot if we cleaned up the OOTB box CTA reasons when you install. Often when implementing a new customer, they have a hard time wrapping their head arounds types/reasons/etc so these often cause a lot of clutter. Additionally, all of the reasons apply to all CTA types. If we want to leave them (or somehow give an option to enable them after install) we should associate them to the correct type ahead of time. A great example is risk - there are a bunch of good risk reasons, but when you see them as part of an expansion CTA type, a new user is going to get super confused. Then if you want to clean them up after users are in the system, it's very hard to delete them because they are already used and the system prevents it.

Thanks!
    link_black
    george_kingston
    joseph_siudzinski

    3 replies

    christopher_sanderson
    Forum|alt.badge.img+3
    CSA team is getting slammed with request to migrate old reasons to new type/reasons, and it is not easy.  I support this and am happy to guide whatever internal conversation needs to happen to see this through.
    aditya_marla
    • aditya_marla
    • Helper ⭐️⭐️⭐️
    • August 21, 2018
    Hi Joe,

    If I understand correctly, you do not want to populate the default CTA types/reasons/statuses etc (but rather would want to start with a blank slate?). Would allowing admins to make CTA types/reasons/status Inactive help? (even if there are CTA using them )
    joseph_siudzinski
    Forum|alt.badge.img+2
    Hi Aditya,
    Sorry for the delay here. Yes, I think that would help. I also think it would help to not put all of the reasons in the "All" group. The defaults should at least be placed under the correct category. I.e. Sentiment Risk should be under Risk type, not all.
    Terms & ConditionsCookie settingsAccessibility statement