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trevor_shand
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. 

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      jean.nairon
      jean.nairon
      Expert ⭐️
      July 9, 2020

      @trevor_shand - its a work around for sure. But it should do the trick. :slight_smile:

      Jean
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      July 13, 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

       

      @trevor_shand we have changed this to idea post for better tracking purposes. 

      minh_phan
      minh_phan
      Gainsight Employee ⭐️⭐️
      July 24, 2020

      @rakesh I spoke to Trevor today, and it sounds like a really great use case.

        Kate
        Contributor ⭐️⭐️⭐️⭐️⭐️
        July 25, 2020

        +1 we could also use this for a similar use case

        catherine.spevak
        Contributor ⭐️⭐️
        May 11, 2021

        We would also like to be able to access a date field on the relationship object and make it the CTA due date. For example, our relationship object has a “launch date” and we want that to be the due date of the CTA.

          sai_ram
          sai_ram
          Expert ⭐️⭐️
          May 20, 2021

          @catherine.spevak thank you for bumping this to the top. I am redirecting this to the product team.

          sriram pasupathi
          sriram pasupathi
          Helper ⭐️⭐️
          May 28, 2021

          The usecases seem valid. We will consider this scenario as a part of the rules engine revamp for CTA actions. We have it planned in our medium term roadmap.

            thomascardamone
            thomascardamone
            Contributor ⭐️⭐️
            August 20, 2021

            Ran into this same exact issue right now. I up voted this thread so that hopefully it becomes a product feature. I have a situation where we want a CSM to reach out to customers on a specific date who use a specific product. They need to do this at the end of the month in Q3 2021, Q4 2021 and Q1 2022. Would be nice to just be able to create email playbooks with all 3 of those dates in separate “tasks.”

            faelan_herriott
            faelan_herriott
            Contributor ⭐️⭐️⭐️⭐️⭐️
            October 21, 2021

            +1 on this functionality. @sriram pasupathi @sai_ram 

             

            Our use case is that we set a go live date for a customer and we create a related cta for the Onboarding Person which is meant to make sure that the client goes live on that date.

             

            However we currently can only set an arbitrary due date that has no relevance to the go live date we added to Gainsight. Thus the CTA is ‘due’ on a completely unrelated date to the go live date.

             

            We need to be able to relate CTA due dates to date values that are in Company. 

             

            Is there any progress on enabling this functionality? Or a suggested workaround?

             

            Thank you.

              alizee
              alizee
              VIP ⭐️⭐️⭐️⭐️⭐️
              April 23, 2024

              That’s absolutely required. My use case:

              We have an EOL to handle and we want to assign CTA due date based on the applicable EOL date for a customer and not a random date. We could also envisage wanting to assign a due date based on EOL date MINUS X Buffer Days. 

              @Kenneth R and @revathimenon Can we get some feedback on whether that’s been discussed internally? 

              The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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