Skip to main content
jennh
Helper ⭐️
Aug 9, 2024 2:28 AM UTC
Solved

Create Customer Goal CTAs directly from Cockpit

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? 

jennhAnswer
Helper ⭐️
Aug 13, 2024 5:11 AM UTC

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. 

View in thread

4 replies

Mdsingh
Gainsight Employee ⭐️
Mdsingh
Gainsight Employee ⭐️
Aug 12, 2024 3:54 PM UTC

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

 

Translate
jennhAuthorAnswer
Helper ⭐️
Aug 13, 2024 5:11 AM UTC

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. 

Translate
    jennhAuthor
    Helper ⭐️
    Aug 13, 2024 8:44 AM UTC

    @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? 

    Translate
    Mdsingh
    Gainsight Employee ⭐️
    Mdsingh
    Gainsight Employee ⭐️
    Aug 20, 2024 12:24 PM UTC

    Hello @jennh, 

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

    Thanks

    Translate
    Terms & ConditionsAccessibility statement