I could really use some help on creating the logic to trigger this CTA.
Goal: To fire CTA if the account has had 3 months in a row of 'risky' healthscores. For our instance, I am just trying to look at the overall score instead of each individual measure. So, if the overall score for the account was under '40' for 3 consecutive months, I would like to fire a CTA for the CSM.
I'm working off of the Account Scorecard History MDA object. The current problem I am having is that the logic will pull in accounts that have had a 'risk' healthscore at least once in the previous 3 months but otherwise have been above that. So, I don't want to fire the CTA for these accounts.
I think I need to use a few more steps in the rule but unsure on how to proceed. Is there a Transformation task I could leverage which would look for that healthscore to be risky for 3 straight months?
Any help would be appreciated!!
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Hi Manmeet,
You could do this by first fetching using an aggregation to count the number of weeks where the score was below 40 in the past 90 days, like this:
This will give you one row per customer with a count of how many weeks they had a risky (below 40) overall score.
Then filter this list in a transform task to show accounts where the number of weeks is 12 or greater (3 straight months of risky scores).
Hi Dan,
Thank you so much for your help again!
I think the part I am struggling with is the transform task part. I am not quite sure how to filter the initial fetch task in this second task.
Do I use the Snapshot Date field in the "Filters" section? Is it simple as Snapshot Date = Subtract N Days From Rule Date = 90 days?
Sorry if I am completely off base here! I really feel like I don't understand the Transform task functionality that well and struggle here.
In your transform task, pull in the data from the fetch task and then apply a filter as shown below:
Thank you for the quick response! Really appreciate the help here.
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