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alexandrababan
Contributor ⭐️
October 31, 2018
Solved

How to create a rule to trigger a CTA for each account that moves to month to month

  • October 31, 2018
  • 2 replies
  • 83 views
Hi.

Can anybody advise me on how I should create a rule to trigger a CTA every time when the "Contract terms" change to "Month to Month". How can I store the previous "Contract term"? Thank you in advance.

    Best answer by heather_hansen
    Hi Alexandra,

    I'm assuming that you have a field that shows the Contract Terms? The way I've done this with fields in the past I've done two ways.

    1. Create a field on Customer Info to store the value of the field "yesterday", and then, use the Rules Engine to populate it daily. Then, fire a CTA based on comparing the Yesterday field to the current field.

    2. Create an MDA object to essentially do the same thing.

    We have a similar rule running if the Sales Rep changes on an account or for account transitions when the CSM changes.

    Happy to provide more details if you need them!



    2 replies

    heather_hansen
    heather_hansenAnswer
    VIP ⭐️⭐️⭐️⭐️⭐️
    November 1, 2018
    Hi Alexandra,

    I'm assuming that you have a field that shows the Contract Terms? The way I've done this with fields in the past I've done two ways.

    1. Create a field on Customer Info to store the value of the field "yesterday", and then, use the Rules Engine to populate it daily. Then, fire a CTA based on comparing the Yesterday field to the current field.

    2. Create an MDA object to essentially do the same thing.

    We have a similar rule running if the Sales Rep changes on an account or for account transitions when the CSM changes.

    Happy to provide more details if you need them!



      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      November 2, 2018
      Heather is spot on here - you want to create a field to show what "yesterday's" value was and then compare to today's value. If they are the same, no worries, but if they are different, then create a CTA and copy the current value to the "yesterday" field (so it's ready to look for changes tomorrow.

      VP of Customer Success at Forcepoint
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