Solved
CTAs assigned to multiple customers
Is it possible to assign CTAs to multiple customers? This is needed to help track and follow up on team assignments or company-wide initiatives.
Best answer by dan_ahrens
Hi Mike,
Using the Gainsight rules engine you can define criteria that would trigger a CTA to be created. The criteria can be as broad or specific as you need it to be. While an individual CTA can only exist on an individual customer record, you could, for example, define a CTA that would be assigned to all customers (as part of a company-wide initiative).
Is this what you were looking for help with?
Using the Gainsight rules engine you can define criteria that would trigger a CTA to be created. The criteria can be as broad or specific as you need it to be. While an individual CTA can only exist on an individual customer record, you could, for example, define a CTA that would be assigned to all customers (as part of a company-wide initiative).
Is this what you were looking for help with?
+2Hi Mike,
Using the Gainsight rules engine you can define criteria that would trigger a CTA to be created. The criteria can be as broad or specific as you need it to be. While an individual CTA can only exist on an individual customer record, you could, for example, define a CTA that would be assigned to all customers (as part of a company-wide initiative).
Is this what you were looking for help with?
Using the Gainsight rules engine you can define criteria that would trigger a CTA to be created. The criteria can be as broad or specific as you need it to be. While an individual CTA can only exist on an individual customer record, you could, for example, define a CTA that would be assigned to all customers (as part of a company-wide initiative).
Is this what you were looking for help with?
VP of Customer Success at Forcepoint
+1Hi Mike, I recently started going through all of the unanswered or unresolved problems and questions here. Was checking to see if this has been resolved or if it is an ongoing issue/question?
Yes, thanks Sai!
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.