We are exploring the use of Success Plans for onboarding new customers. I have begun to build the plan templates and the objectives inside those templates. I thought I could add/tie a CTA to an objective in a Success Plan, but cannot figure out how to do it. The objective just shows "Tasks (0)".
Any guidance on this?
I will admit we are not currently using CTAs or Tasks anywhere else (yet) so this may be a simple question.
How do you add CTAs to an Objective in a Success Plan?
Hi Ben, this support article has all the details you're looking for: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/10_Create_S...
Scan down to the section titled: Manage Objective CTAs
Scan down to the section titled: Manage Objective CTAs
Reply
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.