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darkknight
darkknight
Expert ⭐️
December 19, 2018
New Idea

Add ability to update playbooks on existing CTAs

  • December 19, 2018
  • 30 replies
  • 561 views
I thought the capability already existed, but it appears updating a CTA will only apply a playbook if there was not already a playbook attached. I've never had a situation arise, until now, where I needed this capability - but I can see a greater need for it down the road.

Is there any reason why this functionality shouldn't be possible? If not, I would like to request that it get added, because there's definitely a solid use case for it.

If I've missed something, and there IS a way to update playbooks on existing CTAs (without deleting/readding) then please let me know that as well.

    30 replies

    Show previous replies
    Elana Cipin
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 6, 2022

    This would be a great functionality. Also have a use case similar to the ones above. When we first go live with Playbooks, we’ll realize maybe the name of the tasks were unclear and we updated them; maybe we needed to re-order the playbook; or like above, new tasks get added.

    It would be great to have the ability to make this update to the playbooks that were already created that are still open with any changes that have been made.

    amandatelford
    Contributor ⭐️⭐️⭐️⭐️
    March 18, 2022

    This would be a great functionality. Also have a use case similar to the ones above. When we first go live with Playbooks, we’ll realize maybe the name of the tasks were unclear and we updated them; maybe we needed to re-order the playbook; or like above, new tasks get added.

    It would be great to have the ability to make this update to the playbooks that were already created that are still open with any changes that have been made.

    Ditto - is this still on for Q2 2022??

    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    May 17, 2022

    Just running into this again with an update to an email template used in a playbook that I now have to manually update on all the open CTA using that playbook.  Can we please get an update on this?

      anirbandutta
      anirbandutta
      Expert ⭐️
      May 17, 2022

      Just running into this again with an update to an email template used in a playbook that I now have to manually update on all the open CTA using that playbook.  Can we please get an update on this?

      @mpatra could you pl share an update?

      It's an opportunity for engagement
      mpatra
      mpatra
      Helper ⭐️
      May 17, 2022

      The Playbook Revamp along with this enhancement is now being planned as a part of Q3 2022. 

      Monica Patra | Senior Product Manager| Gainsight
      ryan_lehman
      Contributor ⭐️⭐️⭐️
      January 23, 2023

      The Playbook Revamp along with this enhancement is now being planned as a part of Q3 2022. 

      Hi @mpatra - curious if there is an update on the timing of this? We have thousands of CTAs that currently have an open playbook that we’d like to add a task to retroactively. As an admin and as processes/resources/content are changing, it feels important that we have the tools to do these bulk edits to update existing CTAs.

      mpatra
      mpatra
      Helper ⭐️
      January 25, 2023

      Hi @ryan_lehman ,

      While the Playbook redesign has been delayed, we have provided an option to Update CTA in the new Horizon Rules. You will be able to create a Rule to Update Playbook in existing CTAs using the new Horizon Rules. It is in Beta right now. Adding @rakesh here in case, you have any questions about the new Horizon Rules.

      Thanks,

      Monica

      Monica Patra | Senior Product Manager| Gainsight
        phoebem
        Contributor ⭐️⭐️
        February 24, 2023

        Hi @ryan_lehman ,

        While the Playbook redesign has been delayed, we have provided an option to Update CTA in the new Horizon Rules. You will be able to create a Rule to Update Playbook in existing CTAs using the new Horizon Rules. It is in Beta right now. Adding @rakesh here in case, you have any questions about the new Horizon Rules.

        Thanks,

        Monica

        Hi @mpatra I don’t see there’s an option to replace playbook in existing CTAs using thew new Horizon Rules. Please advise.

         

        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        February 27, 2023

        @phoebem It should show up once you select the CTA type.

         

         

        tjohnson
        Contributor ⭐️⭐️⭐️
        April 12, 2023

        I’ve used the “Update to” playbook action in the horizon rules as described above. However, we really need the ability to “Append” a playbook so that we don’t wipe out the playbook currently applied. Upvoting this.

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