Today we have a kludgey rule in place to schedule CTAs to fire for QBRs for our clients. Is there a way to make it automated so it doesn't have to be a calculation exercise?
See attached picture
Question
Scheduling a rule to fire a CTA for a QBR - Automated way?
Hello,
Today we have a kludgey rule in place to schedule CTAs to fire for QBRs for our clients. Is there a way to make it automated so it doesn't have to be a calculation exercise?
See attached picture
Today we have a kludgey rule in place to schedule CTAs to fire for QBRs for our clients. Is there a way to make it automated so it doesn't have to be a calculation exercise?
See attached picture
+9Hi Scott,
There's an idea I posted here, that I think would be readily adaptable: https://community.gainsight.com/gainsight/topics/how-do-you-create-a-powerlist-rule-based-on-an-anni...
Basically, you could have a calculated field on the Account or CustomerInfo that indicated whether the customer is on a cycle where they have a QBR in the first, second, or third month of each quarter. Then your Rule would just need to look for "Okay, it's April -- schedule a QBR for all customers who are on a cycle of first-month-of-each-quarter."
There's an idea I posted here, that I think would be readily adaptable: https://community.gainsight.com/gainsight/topics/how-do-you-create-a-powerlist-rule-based-on-an-anni...
Basically, you could have a calculated field on the Account or CustomerInfo that indicated whether the customer is on a cycle where they have a QBR in the first, second, or third month of each quarter. Then your Rule would just need to look for "Okay, it's April -- schedule a QBR for all customers who are on a cycle of first-month-of-each-quarter."
AI Transformation @ Gainsight
I like the Life Cycle fields on the Customer Info object for this too.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.