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jessica_brunelle
jessica_brunelle
Contributor ⭐️⭐️
January 17, 2017
New Idea

Ability to Clone CTA

Related products:CS Cockpit & Playbooks
It would be helpful to have the ability to clone CTAs. For example, on our team each CSM manually creates CTAs so that we have visibility into when customers are launching various modules and when we have blackout dates aligned with new product release. It would be great to be able to clone a CTA so that we are not manually inputting the same information with each CTA creation.

      15 replies

      samantha_braastad
      samantha_braastad
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 13, 2017
      I would add that having the ability to view what is being cloned in a report would also be helpful. This will help our admins determine if it makes sense to create automation around the CTA creation or the need for a playbook.  
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        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        February 14, 2017
        Hi,

        Thanks for the interesting ideas, makes sense. We will add them in the roadmap.

        Thanks,
        Nitisha
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          rebecca_wicker
          rebecca_wicker
          Contributor ⭐️⭐️
          September 22, 2017
          Along with cloning CTAs, I believe it would also be helpful to have the ability to clone tasks for placement either within the same CTA or a different CTA.
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          manmeet_dosanjh
          manmeet_dosanjh
          Helper ⭐️
          September 22, 2017
          +1 on this feature request. 
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          heather_hansen
          heather_hansen
          VIP ⭐️⭐️⭐️⭐️⭐️
          September 6, 2018
          Agree this would be helpful.
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          keith_mattes
          keith_mattes
          Helper ⭐️⭐️
          May 30, 2019
          +1 on this from me and another +15 from our CSM's ! I just posted the same request on their behalf several minutes ago.

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          Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
          darkknight
          darkknight
          Expert ⭐️
          May 30, 2019
          Similar to this post: https://community.gainsight.com/conversations/manual-cta-for-multiple-accounts-5bc73e14e4b04588aaf86749

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          Jeff Kirkpatrick
          lgriessel
          Contributor ⭐️
          February 7, 2022

          Really in need of this feature to help with Customer Impacting events. Any update?

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          anirbandutta
          anirbandutta
          Expert ⭐️
          February 8, 2022

          It would be helpful to have the ability to clone CTAs. For example, on our team each CSM manually creates CTAs so that we have visibility into when customers are launching various modules and when we have blackout dates aligned with new product release. It would be great to be able to clone a CTA so that we are not manually inputting the same information with each CTA creation.

          @sriram pasupathi , what’s the latest on this please?

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          It's an opportunity for engagement
            haleylund
            haleylund
            Contributor ⭐️⭐️⭐️
            February 22, 2022

            Hello,

            Our CS team is also requesting this feature. Today the team is creating CTA/objectives with 5 individual tasks in each objective, 5 times for each client a manual objective/CTA applies to. It would be nice to just use the copy function, because every objective will have the exact same tasks.

             

            Thank you!

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            Haley Lundgren, Customer Success Enablement
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