Enable Creation of Recurring CTAs in SFDC Version of Gainsight

Forum|Forum|6 years ago
October 10, 2019
5 replies
153 views

Apparently the NXT instance of Gainsight allows you to create a "Recurring" type of CTA. Can we get this into the SFDC instance as well? It's pretty annoying since at the last Gainsight conference, it was said there would be feature parity between the two instances but there is one that is clearly benefitting from better feature implemenation.

playbook

Best answer by jagadeesh_kumar_paidimarri

This feature is available in SFDC version as well.

Could you check below community post ?

https://community.gainsight.com/conversations/enable-recurring-ctas-for-other-cta-types-not-just-lifecycleevent-5bc73e15e4b04588aaf86826

jagadeesh_kumar_paidimarriAnswer

Helper ⭐️⭐️

This feature is available in SFDC version as well.

Could you check below community post ?

https://community.gainsight.com/conversations/enable-recurring-ctas-for-other-cta-types-not-just-lifecycleevent-5bc73e15e4b04588aaf86826

jen_pakravanAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

thank you! i promise i did research in both the community and in the documentation before i posted and didn't find anything that seemed to pertain.

regarding the documentation, would it be worth trying to make it a little clearer? https://support.gainsight.com/Special:Search?q=recurring+cta&path=SFDC_Edition there's not info readily apparent that this is actually implemented.

jagadeesh_kumar_paidimarri

Helper ⭐️⭐️

@lila_meyer , @sai_ram_pulluri ,

Could you assist on documentation page search here ?

lila_meyer

Gainsight Employee ⭐️⭐️⭐️

Thanks, Jen and Jagadeesh. I added some tags in the SFDC article to help users find it more easily if they're looking up recurring ctas: https://support.gainsight.com/SFDC_Edition/Cockpit_and_Playbooks/User_Guides/07_Create_Manual_Calls_to_Action_(CTAs)_and_Tasks#Create_Recurring_Event_CTAs

Lila Krutel, Dir. Global Education Services