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jen_pakravan
Contributor ⭐️⭐️⭐️⭐️⭐️
Oct 10, 2019 5:48 PM UTC
Solved

Enable Creation of Recurring CTAs in SFDC Version of Gainsight

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.

jagadeesh_kumar_paidimarri
Helper ⭐️⭐️
Oct 10, 2019 5:54 PM UTC
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

5 replies

jagadeesh_kumar_paidimarri
Helper ⭐️⭐️
Oct 10, 2019 5:54 PM UTC
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

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jen_pakravan
Contributor ⭐️⭐️⭐️⭐️⭐️
Oct 10, 2019 6:02 PM UTC
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.

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jagadeesh_kumar_paidimarri
Helper ⭐️⭐️
Oct 10, 2019 6:08 PM UTC
@lila_meyer , @sai_ram_pulluri ,

Could you assist on documentation page search here ?

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lila_meyer
Gainsight Employee ⭐️⭐️⭐️
Oct 10, 2019 6:53 PM UTC
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

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Lila Krutel, Dir. Global Education Services
jen_pakravan
Contributor ⭐️⭐️⭐️⭐️⭐️
Oct 10, 2019 7:01 PM UTC
thanks to you both!

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