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Assign CTA to User Group Manually

Related products:CS Cockpit & Playbooks
  • November 15, 2022
  • 4 replies
  • 46 views
heather_hansen
mr255405
markglenwalker
+4
  • elliot_hullverson
  • heather_hansen
    heather_hansen
  • ritaepreciado
  • mr255405
    mr255405
  • markglenwalker
    markglenwalker
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    yuniyal
  • duncan.young
    duncan.young
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    stevepost
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    mnishimi

mr255405
  • Contributor ⭐️⭐️⭐️
  • 13 replies

We utilize a pooled support model and while it’s great that User Groups can now be used via Rules Engine and Mass Edit, it would be great if our team could manually assign CTAs to the User Group when creating them in the Cockpit or C360. 

In this way, our team could set this CTA to be entered into the pooled support system right from the creation. No need for anyone to mass edit these into the user group or create another rule to do so. 

4 replies

mpatra
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  • Gainsight Employee ⭐️
  • 137 replies
  • November 23, 2022
No StatusAcknowledged

mpatra
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  • Gainsight Employee ⭐️
  • 137 replies
  • November 23, 2022
Updated idea statusNo StatusAcknowledged

mpatra
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  • Gainsight Employee ⭐️
  • 137 replies
  • November 23, 2022

Hi @mr255405 ,

This is a part of our near-term roadmap and will be prioritised soon. I will keep this thread updated with the status of the feature.

 

Thanks,

Monica Patra


markglenwalker

We are moving more and more towards using pooled user groups. It is difficult to tell a leader that they can’t reassign a CTA themselves to a pooled group…. that it has to be done by an admin. It also puts additional work on the admin that could be avoided if this feature were implemented. Any update on this idea or is there another idea that has more information about the status of this on the near-term roadmap and how it was prioritized?


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