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Bobshab
Helper ⭐️
July 1, 2022
New Idea

Copying or duplicating CTAs

  • July 1, 2022
  • 5 replies
  • 235 views

Is there a way to duplicate or copy a CTA?  I have a need where I may need to split up a CTA between people or split between customers.  The content of the CTA is similar and would like to not waste time duplicating that info.  Any ideas?  thanks

      5 replies

      mmarques
      mmarques
      Helper ⭐️⭐️
      July 11, 2022

      Is this a PX engagement with a CTA? If so, you can clone the engagement. 

      BobshabAuthor
      Helper ⭐️
      July 12, 2022

      I am not familiar with PX Engagement.  Can you please elaborate?

      mmarques
      mmarques
      Helper ⭐️⭐️
      July 13, 2022

      I guess you are not talking about the Gainsight PX product then. 

      kate_wigglesworth
      Contributor ⭐️⭐️⭐️
      July 18, 2023

      We could also really use this feature in Gainsight CS. Duplicating a CTA would allow for our CSMs to easily create tasks for repetitive motions and save a lot of time/effort on their end. 

      mbellusc
      Contributor ⭐️⭐️
      April 3, 2024

      That is a great idea, to be able to Copy a CTA, reuse it and modify. Even be able to copy CTAs between customers/Success Plans would be great.

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