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manish_m
manish_m
Contributor ⭐️⭐️
Nov 10, 2016 8:50 AM UTC
Question

Need to differentiate between manual and system generated CTA's

Currently, our CSMs are logging few manual CTA and there are also few CTA's that are triggered by the system.  I wanted a report of manual CTA's and system triggered CTA's . How can i differentiate them in the reports ?

    5 replies

    srinivasa_pulagam
    srinivasa_pulagam
    Helper ⭐️⭐️
    Nov 10, 2016 9:04 AM UTC
    Hi Manish,
      You can use source field on CTA object. Manually created CTAs have source field as "Manual".

    Thanks,
    Srinivas
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    manu_mittal
    Gainsight Employee ⭐️
    manu_mittal
    Gainsight Employee ⭐️
    Nov 10, 2016 9:04 AM UTC
    Hi Manish,

    There is a field called Source that you can use to separate out manual and automated CTAs.

    Thanks!

    Manu
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    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    Nov 10, 2016 9:05 AM UTC
    Hi Manish,

    You can use the field 'Source' in Call to Action object. For all manual CTAs source value will be 'Manual' and for all system generated CTAs source value will be 'Rules'.

    Thanks,
    Nitisha
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    manish_m
    manish_mAuthor
    Contributor ⭐️⭐️
    Nov 10, 2016 9:14 AM UTC
    Thanks Nitisha for the quick reply. 
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    tzundelgainsightcom
    tzundelgainsightcom
    Helper ⭐️⭐️
    Nov 10, 2016 2:22 PM UTC
    Manish, I'm one of the CSMs at Gainsight. Some of my customers have created a report with the following parameters in order to get an idea of the number and type of manual vs rules-driven CTAs that are being created within a specific timeframe:Subject/Object = Calls to Action 



    Show
    Me: Calls to Action - Count of ID



    By:
    CTA Type Name



    Filter
    by:



    Time
    frame, such as Quarter or last 90 days



    Source
    - Rules & Survey or Manual



    Tracy



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