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New Idea

Allow calculated GSID field to be used in JO program CTA Owner

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mindy
heather_hansen
kelly
lori_dinardo
gunjanm
+16
  • mindy
    mindy
  • heather_hansen
    heather_hansen
  • kelly
    kelly
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    lori_dinardo
  • gunjanm
    gunjanm
  • cankney
    cankney
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    bradley
  • benwanlessmenlo
    benwanlessmenlo
  • sarahmiracle
    sarahmiracle
  • romihache
    romihache
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    alizee
  • jenlpro
    jenlpro
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    stevepost
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    dayn.johnson
  • Stuart
    Stuart
  • hemanth_kalidindi
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    mobrien14
  • alliheller
  • Heather C
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sarahmiracle

I have a longer running program that fires off a CTA to the CSM on the account. I learned recently that I cannot use a calculated field to ensure the CTA is being assigned to the new CSM on the account, if there was an account transition that took place during the time of the journey. 

Please allow us to use calculated fields in the CTA Owner dropdown for CTAs created from JO. This means that I will not be able to use the JO functionality to create the CTA and will instead need to use a Rules Engine.

5 replies

mindy
Forum|alt.badge.img+1
  • Helper ⭐️
  • 52 replies
  • May 14, 2024

We were just trying to build a scenario at PAL in the new JO and we wanted to use CSM GSID for the CTA Owner. Make it possible! CSMs change while people are going through the program and we need to know that we’re assigning CTAs to the right person.


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 636 replies
  • May 14, 2024

YEEEEESSSS!


Stuart
Forum|alt.badge.img+3
  • Helper ⭐️⭐️
  • 144 replies
  • May 15, 2024

+1, this just makes so much sense - without it Admins must create a number of calculated fields to ensure the email is sent from, or the CTA is assigned to the correct CSM.  If CSM assignment changes while the participant is mid-journey, I’m struggling to think of an example where we’d want the email to send from, or assign the CTA to the previous CSM.


romihache
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 421 replies
  • May 15, 2024

💯
The Company data is dynamic and features should make it easy to align with that flow.


Stuart
Forum|alt.badge.img+3
  • Helper ⭐️⭐️
  • 144 replies
  • June 28, 2024

Came across this again today. It would be good to hear from Vijay or someone else on the PM team close to JO if a calculated GSID field isn’t allowed, how we should ensure the current CSM receives the CTA, unless the CTA action is pulled out of JO into a rule and, if that’s the case, doesn’t it make having CTA as an action in JO a bit redundant if we can’t ensure triggering the CTA in JO will assign the correct CSM?


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