Ability to change CTA types and reasons

Hi Michael,

If i Understand correctly, you would like to define Certain Reason for Certain Types, which shouldn't be seen in others Types, If the answer is Yes then it can done now. Click here for more details.

For example, you can create Reason under Type Event, which be seen only when you create CTA of Event type.

Let me know if you have any more questions, ready to jump in call.

Regards,
Hitesh

Hi Michael,

The only way to do it is to delete the reason from 'All' and re-create in 'Event'. We don't allow one click change of CTA type because this may leave existing CTAs data inconsistent. E.g. if reason 'MMM' was already used in both 'Event' and 'Risk' CTA type and we allow to change the CTA type of the reason, then the existing CTAs of Risk type will have inconsistent data.

Thanks,
Nitisha

I think that is part two of Michael's request.  After updating the reason to the new type, we could then be prompted to re-map in mass the CTAs that have already been created and need updated to fit the new type/reason structure.

As I type that, I can understand the difficulty of it all.  But similar to his example, we haven't really been using/reporting on our types/reasons but I know they will become more important as we continue to gain adoption across the company. At some point, we're going to need to 'revamp' our structure for those.

Hi Melissa,

Have you tried Mass Edit tool for Bulk updating Reasons? Click here for more reference.

Let me know if there are any other questions.

Regards,
Hitesh

You can't change the CTA Type though from the Mass Edit tool, correct?

Piggy backing off of Jen - We're also in a point of needing to Mass Edit the CTA Types so we can assign the updated Reasons.

Additional Comment - Would it be possible to use the Rules Engine to Mass Edit the
CTA Type if they meet a certain criteria?  If so, how would that be
done?  I'm still new the Rules Engine, but I saw another post that
hinted at it.

I echo Sagan's questions. Any update on this?

Good morning!  I wanted to see if there was an update on this type of request.  We recently redid our CTA Types for a better workflow - and are now needing to move a large quantity of CTA Types to a new Type, and then update their Reason.  If there is a way for the Rules Engine to accomplish this, how would one go about that? - GSS

It's been a few months since anyone has asked - is there any update? I need to revamp our CTA Reasons and do not have a way to do so since they are in use. 

Thanks!