It would be so cool if we could create a related list for a CTA -- or, like in JO programs, embed a report in a CTA.
Yes, a user can access the C360 and navigate to the respective tab. But we still need to instruct a user to do so in a CTA.
Instead, let’s reduce the user friction by giving them exactly what they need directly in the CTA. We can do this with Company or Relationship fields right now, but that’s it. Let’s take this a step further by being able to provide a related list of records the CTA is referencing, or embedding a report in the CTA.
Even if we could easily “link” a C360 section within a CTA, allowing for a one-click experience for the user, that would be a big help.
Current Experience:
- User receives a CTA for an increased number of support tickets in the last 30 days
- User clicks Company name from CTA to be taken to C360 (creates a new tab, now the user is not even on the CTA anymore)
- User clicks the Support Tickets tab to get more information on the tickets
- User scrolls to find the tickets submitted in the last 30 days
Enhanced Experience:
- User receives a CTA for an increased number of support tickets in the last 30 days. The CTA contains a tab for “Support Tickets Last 30 Days”
- User clicks tab in CTA to review the submitted tickets
Linked Objects are limited to low volume objects in Gainsight, so I can’t use Linked Objects to solve this issue. An example of my vision is below:
A very similar idea, but for Scorecard specifically, is this one:
