I wondering what you all would consider the best strategy for creating time based CTAs. Lets say we want to produce a CTA to direct the team to do a quarterly QBR.
The way I figure, I can set up my CTA rule via cron that fires on the first day of each specific month that aligns with our quarter and set the CTA to fire a certain number of days into that quarter.
Is this the correct strategy? Am I over or under thinking this?
Thanks!
Solved
Time Based CTAs
Best answer by alizee
Since you can setup your fiscal year in GS settings, and fiscal quarter is available in a variety of filters and things across the platform, I’d do something like trigger CTA if « run date = first day of fiscal quarter ». Or something like that (depending on when within the quarter you want it). I’m not in the platform right now so I probably don’t have all the filter and capabilities named exactly right but I’d suggest using the capability to set up your fiscal year and leveraging that in filters and config..
+12Since you can setup your fiscal year in GS settings, and fiscal quarter is available in a variety of filters and things across the platform, I’d do something like trigger CTA if « run date = first day of fiscal quarter ». Or something like that (depending on when within the quarter you want it). I’m not in the platform right now so I probably don’t have all the filter and capabilities named exactly right but I’d suggest using the capability to set up your fiscal year and leveraging that in filters and config..
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