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travis_floyd
Contributor ⭐️⭐️⭐️⭐️
September 9, 2020
New Idea

Ability to have CTA Due Date exceptions for black-out dates (i.e. holidays) much like "skip all weekends"

Related products:CS Cockpit & Playbooks
  • September 9, 2020
  • 13 replies
  • 247 views

When assigning CTA Due Dates via Rules Engine, we currently have the option to “Skip Weekend if Due on a Weekend”, or “Skip All Weekends”.  My end users have asked to have an Exception Calendar that could also be skipped for Holidays, or shut-down periods, etc.

13 replies

sai_ram
Expert ⭐️⭐️
September 16, 2020

@travis_floyd valid request, I am voting for this and redirecting to product team. 

@All, please up-vote here and show your interest on this enhancement. 

andreammelde
Helper ⭐️⭐️
December 21, 2020

@sai_ram it would be great if the admin could create this and set it to the user as well. We are a global company and our EMEA, APAC, and North America teams have different holidays to consider

Andrea Carroll
sriram pasupathi
Helper ⭐️⭐️
January 13, 2021

Hello there, this is a valid but niche use case. We will pick this up based on the upvotes. Thanks.

andreammelde
Helper ⭐️⭐️
January 13, 2021

@sriram pasupathi  I do not think it is that niche of a use case. How weird would it be to get an email response from a CSM on a Saturday when they know our company is not in the office? Or on Christmas day when they receive an OOO reply?

 

If we want to use JO to scale our CSMs communication, it should align when a CSM would communicate which is not on a weekend or a company holiday. Other automation email programs have the ability to “black out” dates

Andrea Carroll
sriram pasupathi
Helper ⭐️⭐️
January 28, 2021

@andreammelde I’m sorry I didn’t understand the ask properly. I am assuming that you want to choose off days other than the weekends. Am I correct?

andreammelde
Helper ⭐️⭐️
January 28, 2021

@sriram pasupathi yes - we want the ability to skip weekends and specified dates. The idea is that the email would remain in the queue until the next day that is not “blacked out” and would send at a later time. 

 

This would also help with internal emails. We have notifications send to teams not in GS so they are aware of things on going with the CSM. It would be helpful to ensure these do not get sent over the weekend so that they do not get buried in other emails

Andrea Carroll
bradley
Expert ⭐️
February 4, 2021

@sriram pasupathi and @sai_ram I didn’t see this one when I made my post, but I have a similar but broader request here too: 

 

sriram pasupathi
Helper ⭐️⭐️
February 12, 2021

Thanks for the feedback. We will evaluate this from our side from rules engine perspective. @rakesh 

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
December 22, 2023

Bringing this back up for consideration -- could something like this be built (possibly one in Cockpit and another in the Digital Journey menu) that would give admins the ability to adjust a blackout schedule for individually selected programs, using a multi-select option?

We have a number of JO programs and CTAs that could trigger during client holidays (or our own), and having a single place to go for each of those that we could update the blackout dates for the individual programs (rather than pausing each individual program) would make things significantly easier.

At the very least, we need to have the ability to skip weekend delivery as an easy toggle (not something where we have to build in logic tied to a calculated “Day of the Week” field with a delay step based on the current day.

Considering the upcoming Christmas holiday, it would be fantastic if there was a something that tied into our CSMs OoO schedule and adjusted the send schedule for any emails that might be sent on their behalf (or routed them to a pooled CSM model as necessary), and similarly for their CTAs.

Can we get any update on this, since the last comment was two years ago?

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
TMaier
Helper ⭐️
December 22, 2023

I find myself constantly bringing this sort of thing up whenever date ranges and due dates are mentioned. “What about Christmas? What about Thanksgiving?” etc. It sounds like a niche, but it’s pretty widespread in my experience and extending this kind of grace period / blackout dates functionality to relevant areas would help with planning and prevent holiday-related blowups.