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.
Solved
How to create a rule to trigger a CTA for each account that moves to month to month
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!
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!
+14Hi 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!
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!
+2Heather 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.
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