Ability for Users to create recurring CTA

Forum|Forum|5 years ago
February 25, 2021
14 replies
511 views

Hi Gainsight Team,

Our CSM’s would like the ability to create recurring CTAs for recurring engagements they have with their customers. Depending on the customer, they may have a different cadence set. It would be great if it could function similar to recurring calendar features where you could do the following:

Setup a recurring CTA for a period of time (maybe up to 6 or 12 months?)

Recurring CTA can be weekly, fortnightly, monthly, bi-monthly.

Monthly and bi-monthly meetings fall on the same day in the month - e.g. 3rd Tue of each month | 2nd Thu of other month.

Ability to delete a recurring series of CTAs

Ability to change the cadence of a whole set of CTAs - which might require a full delete / new set of recurring CTAs

Ability to delete or change the date for just one CTA - happens often
From an Admin standpoint, it would be helpful to assign this setting to a certain CTA Type so CSMs can create recurring events for certain engagements, not all.

When looking at a view of upcoming CTAs, where recurring CTAs are shown, you either want to see just the next recurring CTA (only) or else set the view to be a rolling N months in future. Currently I believe you can set to “view this quarter” which doesn’t help if you’re on the last day of the quarter If recurring isn’t possible, the ability to clone an existing CTA with a new due date, prior to completing a previous CTA, would be a good alternative.

cta

sai_ram

Expert ⭐️⭐️

@rsivesind Thanks writing all the your use-cases here. We do have the ability to create the recurring CTA’s currently but with not all you asked. I am redirecting this to the product team.

sai_ram

Expert ⭐️⭐️

@rsivesind did my comments help you here? or do you need any help here?

rsivesindAuthor

Contributor ⭐️⭐️⭐️

Thanks @sai_ram! This information was helpful, I would still love to see the additional features in my previous comment but this will help our team get up and running.

Thanks for checking in.

sriram pasupathi

Helper ⭐️⭐️

Thank you for the feedback. Points 1,2,3 and 6 can be solved currently with existing recurring CTA functionality and point 4 can be solved by mass edit. We will follow this post to see if there are more upvotes to solve points 5 and 7. Thank you.

rho_ran_experian

Contributor ⭐️⭐️⭐️⭐️⭐️

Thanks for this thread. I do not see the Recurring Event box when creating a CTA nor an activity. Is there a setting that needs to be configured to access this option?

sriram pasupathi

Helper ⭐️⭐️

@rho_ran_experian Which edition of Gainsight are you in? SFDC or NXT?

rho_ran_experian

Contributor ⭐️⭐️⭐️⭐️⭐️

Hi Sriram. My implementation team was able to help me with this request. Thanks for your follow up.

mark7669

Contributor ⭐️⭐️

New Admin for my group here. Looks like I can set recurring in a Lifecycle type event but not in other categories. Any place that I can change this setting? Thanks.

sriram pasupathi

Helper ⭐️⭐️

@mark7669 You can make any CTA type recurring from the cockpit admin setting “Administration > Call to Action”. You have a column called “Recurring” against each CTA type. By default, we enable “Recurring” for Lifecycle CTAs only. Hope this helps.