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jennh
Helper ⭐️
August 9, 2024
Solved

Create Customer Goal CTAs directly from Cockpit

  • August 9, 2024
  • 4 replies
  • 110 views

Currently to create Customer Goal-associated CTAs, you have to create a new CTA or link an existing CTA from the Customer Goals tab. 

Is it possible to create a CTA and link it to a Customer Goal directly from Cockpit? 

Best answer by jennh

Thanks @Mdsingh! I’ll add it as a product idea as my CSM team currently finds the process too cumbersome to have to always go to Customer Goals to create Customer Goals CTAs instead of linking them directly from Cockpit. 

4 replies

Mdsingh
Gainsight Employee ⭐️
Mdsingh
Gainsight Employee ⭐️
August 12, 2024

Hello @jennh,

I hope you’re doing great! 

Currently, No it is not possible to directly create a Call-to-Action (CTA) and link it to a Customer Goal from the Cockpit. Instead, CTAs need to be created or linked from the Customer Goals tab.

Thanks,

Mudita Singh

 

J
jennhAuthorAnswer
Helper ⭐️
August 13, 2024

Thanks @Mdsingh! I’ll add it as a product idea as my CSM team currently finds the process too cumbersome to have to always go to Customer Goals to create Customer Goals CTAs instead of linking them directly from Cockpit. 

    J
    jennhAuthor
    Helper ⭐️
    August 13, 2024

    @Mdsingh sorry to bother you again. Just wanted to check if you have any other workaround that you’d suggest to achieve what we are looking to do without going through the clicks? 

    Mdsingh
    Gainsight Employee ⭐️
    Mdsingh
    Gainsight Employee ⭐️
    August 20, 2024

    Hello @jennh, 

    Unfortunately, there is no workaround that I can think of. I would suggest to submit an enhancement request for this.

    Thanks

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