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trevor_shand
Helper ⭐️
March 12, 2020
New Idea

Can a CTA Due Date be set to a specific date?

  • March 12, 2020
  • 20 replies
  • 480 views

Is it possible to set a CTA Due Date to a specific date? For instance, if we want to invite a customer to a conference, we’d like to have tasks done on X, Y, and dates. But since we don’t know when we will identify the customer, we can’t simply say do these tasks X days from now. Instead we’d like to say do this task on this date, no matter then the CTA was fired. 

    20 replies

    john_apple
    Expert ⭐️
    March 14, 2020

    I think this would have to be an enhancement request as you can only have the Tasks in the Playbook based off the assign date of the CTA, the due date of the CTA, the assign date of a previous task, the completion date of a previous task, or No due date and then just manually change the due date to a specific day

    aditya_marla
    Helper ⭐️⭐️⭐️
    March 23, 2020

    Hi @trevor_shand :

    Quick question: Are the CTA’s fired automatically (Via rule engine)?

    sai_ram
    Expert ⭐️⭐️
    March 30, 2020

    @trevor_shand did you get a chance to view comments posted by @aditya_marla 

    trevor_shand
    Helper ⭐️
    April 7, 2020

    @aditya_marla the ones we’d like to run would be set by the rules engine.

    aditya_marla
    Helper ⭐️⭐️⭐️
    April 8, 2020

    Got it….as of today its not possible to set it to a static value. Is this a scheduled run or do is it done one time to bulk create the CTAs? If its one time, you can set the due date based in the rule run date...so ctas created in the rule run will have the same date.

    sai_ram
    Expert ⭐️⭐️
    April 23, 2020

    @trevor_shand did you get a chance to view the comments posted by @aditya_marla 

    trevor_shand
    Helper ⭐️
    April 23, 2020

    @sai_ram I did not see this response. @aditya_marla  Here is the idea. We’d like to set up CTAs around things like new releases. So CSM could create a CTA with a playbook for “Spring Product Release.” If they didn’t know the release date, or if it changed, we could simply have the rule run regularly and look for CTAs with the Reason or Title “Spring Release” and change the dates as needed. Make sense?

    aditya_marla
    Helper ⭐️⭐️⭐️
    June 8, 2020

    Got it, Trevor. Today it's not possible to update the due date via rules engine. For the first time creation there might be some ways to work around it (you can set the due date based on the rule run date)….but for any subsequent changes, there is no way to achieve it today

    We have plans on our roadmap to enhance the rules engine action to allow updating the due dates & also give the capability in the Mass Edit (to do one time corrections). I will keep you updated as and when we make any progress on this

     

    jean.nairon
    Expert ⭐️
    July 9, 2020

    @trevor_shand I would recommend running the CTAs based on the rule date and use a schedule to run the rule on the specific data you want. You can set the rule start and end dates to be when you want the rule to run. Its a bit of a work around but it could work. 

    Jean
    trevor_shand
    Helper ⭐️
    July 9, 2020

    @jean.nairon I didn’t even think of that, thank you. It’s a bit round about but should work-ish. Hope all is well.