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davebrown2242
davebrown2242
Helper ⭐️
April 9, 2021
New Idea

Close CTA Rule Does Allow Status to be set when Include in Identifiers is Enabled

  • April 9, 2021
  • 14 replies
  • 263 views

As an admin we need to be able to close CTAs for data cleanliness. Example, an account Churns and we want to make sure that all open CTAs are closed out to Closed Lost. When the Close CTA rule include in identifiers is selected - the Status is not selectable even though the hover over help does not indicate that Status should be excluded. The default close CTA status is Closed Won, which is not true for the example provided as we would select Closed Lost.

 

 

Not sure why we could not allow Call To Action Status All Defaults are not selectable options .Note it is not an option that is denoted in the hover over help as non-selectable when ‘Include in identifiers’ is selected.

I could foresee potential issue with CTA Type specific statuses - All statuses should be available to be selected. 

 

This is similar to this post from years ago:

 

Who agrees that admins should be able to properly status closed CTAs via Bionic Rules when designating CTAs by IDs? 

    14 replies

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    mpatra
    mpatra
    Helper ⭐️
    March 7, 2023

    @heather_hansen ,

    Please try using the “Update CTA” Action to change the status of CTAs.

    Thanks,

    Monica

    Monica Patra | Senior Product Manager| Gainsight
    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    March 7, 2023

    @heather_hansen ,

    Please try using the “Update CTA” Action to change the status of CTAs.

    Thanks,

    Monica

    That appears to work.  From my perspective, I guess it’s not intuitive that I would use that for existing CTAs if I want to close them, and not use the Close CTA. It could just be me though. 

    My other thought is that I’m providing the CTA GSID, so the system should already know what the type is.  We have quite a few types, so using this would require me to go figure out what type of CTA it is so I can then select that to have the update status option appear.  Would like it if that would already default for me.

      davebrown2242
      davebrown2242Author
      Helper ⭐️
      September 5, 2023

      This has - yet again - become an issue for us. :(

      DB
      mpatra
      mpatra
      Helper ⭐️
      September 6, 2023

      Hi @davebrown2242 ,

       

      Is the new “Update CTA” rules action not helping you in some scenarios?

      Update CTA rules action is the future of Close CTA and “Closing” is an update action.

       

      Please let me know where we can improve the Update CTA action to help you solve your use case.

       

      Thanks,

      Monica

      Monica Patra | Senior Product Manager| Gainsight
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