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leslie_morgan
Contributor ⭐️⭐️
July 1, 2015
New Idea

Ability for Rules to run more frequently than once a day

  • July 1, 2015
  • 30 replies
  • 368 views
We have the need to have Rules run more frequently than once a day for urgent SLAs.  Would like the ability to select frequency on the Rules.

    30 replies

    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 1, 2015
    Agree - there are some rules that need to run multiple times a day.
    sundar
    Expert ⭐️
    July 2, 2015
    Leslie / Kristin,  Thanks for your feedback, this enhancement is under consideration. I have a few question on this,

    What kind of action is it going perform? If the action is to insert a record then we need to have the capability to apply a time filter to enable the rule to consider only the records that is modified after the last rule run (time). Right now you can filter to pull in the records that was created / modified either today or yesterday, which might result in duplicate action triggers if scheduled multiple times in a day.

    If it is not an insert or create new operation, then you can clone the rules and schedule at different times in the day to achieve more frequency, as a temporary workaround.
    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 3, 2015
    Hi Sundar -
    For us, it would be running a rule that looks for Closed-Won Opportunities, does a sync to add the Customer to Gainsight and creates an onboarding CTA. At the end of the quarter we have high volume and anxious Customers. There is a a concern about waiting overnight for rules to run. Our previous process had onboarding tasks assigned via workflow rule the moment a new deal was Closed-Won. Our first end of quarter on Gainsight is coming up here at the end of July, so I will get more real world requirements. I am anticipating this being an request from the AM team.

    thanks
    Kristin 
    leslie_morgan
    Contributor ⭐️⭐️
    July 6, 2015
    Hi Sudar, 
    Ours is in conjunction with interesting moments that need to be created within Marketo due to Application Crashes.  It is a part of a larger project we are doing within the Gainsight application. Denise Stokowski or Manu Mittal may be able to shed some more light from a Gainsight perspective.
    sundar
    Expert ⭐️
    July 7, 2015
    Kristin, As a work around, you can clone the rule into multiple and configure it to run at different times in a day. Will that work for you in short-term until this enhancement is shipped?

    Leslie, I am aware of your requirement interesting moments, we don't have a straight forward solution for now. We are working on a solution for that. Will keep you posted on this.
    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    July 8, 2015
    Hi Kristin,

    What Sundar proposed could address your needs, since both these actions -- loading Customers and creating CTAs -- have some built-in control over how many times they execute. For loading Customers, we simply update existing Customer records, so there is no issue even if the same Opportunity is part of multiple rules. For creating CTAs, we don't create a new CTA if there is one already open with the same type and reason (this CTA 'uniqueness' criteria will be made more configurable in one of the upcoming releases).

    Hi Leslie,

    In your case, the action is to talk to Marketo, and these controls don't apply there. So if we clone/copy rules and take the same action multiple times a day, the only way to not repeat Interesting Moments is to make sure we are filtering (acting on) the right events. Our time filtering capabilities are not this granular currently, like Sundar mentioned. Another option is to somehow flag the events that were already passed to Marketo -- might not be practical, given the data volumes. We would need a much more robust solution here, and the team is thinking about how we can best align with our roadmap.
    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 10, 2015
    Hi Manu,

    Yes, creating cloned rules works for us. I would like to see the ability to schedule multiple rules execution times simply to manage the number of rules being created. Also, if I have to modify the criteria as we expand use of Gainsight, there is only 1 rule to modify for this use case.

    thanks
    Kristin
    darkknight
    Expert ⭐️
    September 23, 2015
    This is a must for us.  We need to be able to monitor certain customer activities on a round the clock basis and create CTAs based on specific customer actions.  The multi-rule approach is not ideal and creates additional overhead to manage.    High Priority for Red Hat.
    Jeff Kirkpatrick
    sundar
    Expert ⭐️
    September 24, 2015
    Jeff, Quick question - What is the frequency that you would wish to run these rules?
    darkknight
    Expert ⭐️
    September 24, 2015
    Hourly would work for us I believe.
    Jeff Kirkpatrick