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.
Rules Engine: Trigger new CTA based on repeat triggers of previous CTA
+5Jeff Kirkpatrick
+14+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.
+5Like minds!
+2This 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? 🙂
VP of Customer Success at Forcepoint
+14Awesome, Dan!!! I will definitely have to try this out!
+5YES. 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!
Jeff Kirkpatrick
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