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nadav_shemtov
nadav_shemtov
Contributor ⭐️⭐️⭐️⭐️⭐️
March 17, 2017
Solved

Enable recurring CTAs for other CTA types (not just lifecycle/event)

Currently, the ability to set CTA as recurring is limited to event/lifecycle CTAs. 

Many Gainsight customers use custom CTA types, and would like the ability to create other types of recurring CTAs (for example, Activity is often used for internal activities)

Can you add the option to enable other CTAs to be recurring? This should be a setting set by the admin
    sai_ram
    sai_ramAnswer
    Expert ⭐️⭐️
    June 27, 2017
    Hi Andrea, Yes, you are correct. By checking the "recurring" checkbox,this gives the ability to create the recurring CTAs. 

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    7 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    March 17, 2017
    Hi Nadav,

    This setting in available in cockpit administration. While creating a new CTA type, their is an option to choose if the CTA type should be recurring or not. Once a CTA type is marked as recurring, you will be able to create recurring CTAs of that type.



    Thanks,
    Nitisha
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      andrea_weisz_171687
      andrea_weisz_171687
      Contributor ⭐️⭐️⭐️
      June 26, 2017
      By checking the "recurring" checkbox, what does this actually enable? The ability to click "set to recurring" in the CTA?
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      sai_ram
      sai_ramAnswer
      Expert ⭐️⭐️
      June 27, 2017
      Hi Andrea, Yes, you are correct. By checking the "recurring" checkbox,this gives the ability to create the recurring CTAs. 

      Translate
        karen_jones
        karen_jones
        Contributor ⭐️⭐️⭐️
        October 24, 2017
        thank you this is a good feature. I didn't see the recurring box before because it only appears if you choose "Event" type. I would like to suggest this feature be available for all types. One use case is you might need to use it for Risk category if you knew you needed a weekly check-in on an at-risk account,

        Thanks again and you can close this ticket.
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          karen_jones
          karen_jones
          Contributor ⭐️⭐️⭐️
          October 24, 2017
          thank you this is a good feature. I didn't see the recurring box before because it only appears if you choose "Event" type. I would like to suggest this feature be available for all types. One use case is you might need to use it for Risk category if you knew you needed a weekly check-in on an at-risk account,

          Thanks again and you can close this ticket.
          Translate
          brooke_anderson
          brooke_anderson
          Contributor ⭐️⭐️⭐️⭐️
          September 12, 2018
          Can you trigger recurring events from the Rules Engine?
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          lila_meyer
          lila_meyer
          Gainsight Employee ⭐️⭐️⭐️
          September 28, 2018
          Hi Brooke, I'm not sure if this helps, but here's more info on the Events framework in Gainsight. Feel free to share more info on what you're trying to accomplish. 
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          Lila Krutel, Dir. Global Education Services
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