Is there a way to pull a report of customers who have no CTAs? I want to be able to alert CSMs to these customers.
Page 1 / 1
Hi,
Below are the steps to be followed to populate the count of customers with no CTAs .
Step 1: Create a numeric field on the CustomerInfo object.
Step 2: Create a rule to get the count of open CTAs . Please change the below filter as per your requirement .
Step 3: Map the newly created field with the count of CTA names and run the rule.
Step 4 : Create a report on the CustomerInfo object with the below filter.
Please let me know if you face any issues while configuring .
Thanks,
-SaiRam
Below are the steps to be followed to populate the count of customers with no CTAs .
Step 1: Create a numeric field on the CustomerInfo object.
Step 2: Create a rule to get the count of open CTAs . Please change the below filter as per your requirement .
Step 3: Map the newly created field with the count of CTA names and run the rule.
Step 4 : Create a report on the CustomerInfo object with the below filter.
Please let me know if you face any issues while configuring .
Thanks,
-SaiRam
We wrote this up as a formal tutorial.
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.