Looking for the ability to have a rule look for "three strikes" and then trigger a new CTA.
If I have a Risk CTA that gets triggered 3 times for a customer in a 6 month period, I would like to trigger a new Risk CTA that identifies the cumulative CTA pattern and suggests a new set of actions.
I expect feedback to probably be "you can create a rule that widens the scope of the previous CTA criteria, and trigger the new CTA that way." But the rule criteria for the prior CTA in mind is a bit complicated. The prior CTA will trigger if one of more than one set of criteria is met.
Is it possible to do something like:
If "RISK CTA 1" created >= 3 times in Last 180 days then Create "RISK CTA 2"?
Please forgive me if I am missing something obvious.
Page 1 / 1
+1. We have been talking about something similar. Our idea was if we've sent the same risk CTA to the CSM "x" times, trigger a new risk CTA for the CSM Manager.
Like minds!
This question intrigued me and it could be a pretty common use case for allowing 'semi-automation' of the manager activities, so I worked up a quick example:
For this example, I'm checking to see how many CTAs a CSM has had that had "EBR" in the title. I'm looking at the last 90 days and I've created an aggregation on the Call to Action name
This gives me a preview where I get a rolled up number of times a CTA with "EBR" in the title was created in the past 90 days (by account).
And then in the Setup Action, I can use this aggregation to create a new CTA where the criteria is looking for a threshold number against that aggregation.
This will create a new CTA only for customer accounts where 2 or more CTAs with "EBR" in the title were created in the past 90 days.
Pretty cool, huh? 🙂
For this example, I'm checking to see how many CTAs a CSM has had that had "EBR" in the title. I'm looking at the last 90 days and I've created an aggregation on the Call to Action name
This gives me a preview where I get a rolled up number of times a CTA with "EBR" in the title was created in the past 90 days (by account).
And then in the Setup Action, I can use this aggregation to create a new CTA where the criteria is looking for a threshold number against that aggregation.
This will create a new CTA only for customer accounts where 2 or more CTAs with "EBR" in the title were created in the past 90 days.
Pretty cool, huh? 🙂
Awesome, Dan!!! I will definitely have to try this out!
YES. Dan this is awesome! I had a feeling there was some kinda way, and I didn't even think to consider aggregation on the name. This is why I love the community. So many bright minds! Thank you!
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.