Ability for Rules to run more frequently than once a day

This reply was created from a merged topic originally titled Real time access for CTAs for Rule creation.

Customer would like to have real time access for CTAs for Rules creation (or as close to real time as possible). Would like ability to have real time data vs. creating 24 rules for each hour in the day.

Hello - I would like to create a rule where if you marked a CTA as a certain Stage (i.e. "closed - Product issues") it would trigger a new CTA with the playbook called "Product Issues".

Right now, our work flow is to identify customer's reason through low usage, and if we engage with them we mark the stage of the CTA as the reason for low usage (i.e. "product" as marked above). From there, we manually create another CTA on the account that has the "product issues" playbook. I'd love for this to just trigger off as soon as I mark that stage on the CTA rather than needing to manually trigger another CTA.

If this is currently possible without the rules engine, please let me know. Thanks!

A similar but slightly different use case. We would like to trigger a 'post onboarding tasks' CTA to fire as soon as the 'new merchant training' CTA is completed. Our onboarding specialist have post onboarding tasks and will need to add additional custom tasks (depending on the needs of the customer). Ideally they have the "post onboarding tasks" CTA ready and waiting for them as soon as the training event is completed. 

I can run the rule multiple times a day, but it would be great if you could set a rule to trigger any time a specific CTA is closed!

you can trigger off the close of a CTA. We simply created a different CTA type and used that in the rule. But yes, nothing will auto trigger at this time but usually my guys/gals are happy to just finish the one CTA and move on to the next to get the follow up CTA the next day. 

Hi Osha,

Can you expand a little bit more into what the use case looks like where the next set of tasks have to be fired and actioned on within less than a day from when the previous set of tasks is completed? We find that in most cases, running that rule once every 24 hours is sufficient for the needs of the business, but would love to understand the time criticality around your use case.

@Osha have you considered using an "Onboarding Success Plan" for this? You could create a Success Plan template that includes "New Merchant Training" Objective CTA and a "Post Onboarding Tasks" CTA within the same success plan.  When the customer gets created, you have a rule that triggers the creation of the Success Plan with both CTAs so you aren't having to wait for it to be triggered - it's already there.

Reference:
https://support.gainsight.com/hc/en-us/articles/207983697-Configure-Success-Plans-for-the-C360
https://support.gainsight.com/hc/en-us/articles/218492047-Creating-Success-Plans-Using-Rules-Engine

@Jeff - that is a really interesting idea - thank you!

@Dan - The need for speed here is the variable onboarding time for our customers. Sometimes a training happens and the post training and launch (in our case - when we place our widget live on a client's website) happens that same day. Sometimes those post onboarding tasks and launch happens over 3-4 weeks. Either way, as soon as you finish the training, having a CTA ready to roll with a place to add additional custom follow up tasks is helpful. Triggering off the closed CTA is fine, but again, waiting 24 hours is not ideal. 

Hi Osha,

In that scenario, I think Jeff is spot on - a success plan is the way to go. With a success plan you can build a template for your onboarding that would consist of various phases, with each phase having its own tasks (essentially how a CTA has a playbook with tasks). 

This way you can link the sequence together and have it all laid out in a single template. Also, with a success plan, the events can be executed quickly in sequence, or over a longer time period as you describe. 

Running into the same issue as Allie. Our workaround was to create a custom field on the Customer Record, "CTA Create Date". And then had to put a check in the filters similar to what you have above. 

Any update on the timeframe for this fix?

I think we forgot to update this thread, as it's possible to run rules as often as every 2 hours using the advanced scheduler.