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brrrriceman
brrrriceman
Contributor ⭐️
May 20, 2016
New Idea

CTA rule due date can be formulated off of another date (aka contract sign date) instead of just the rule date

  • May 20, 2016
  • 16 replies
  • 206 views
Ability to set a CTA due date off of another date (aka term start date or contract sign date) instead of just the rule date.  

Example: I want to set up a Quarterly Biz Review CTA for month 5 of the clients annual term. However, since I am just setting this up today, I don't want it to run for all historical clients (aka creating overdue CTA's for clients who signed up over 5 months ago) so I set the rule start date to 5 months back. Since I want to CTA due date to be 5 months from the contract sign date, I can set the due date to 145 days from rule date, but that makes every new client who signed up in the past 5 months, to have their QBR for 5 months from today (the day I run the rule, and not 5 months from their contract start date) 

      16 replies

      kristin_f3c469
      kristin_f3c469
      Contributor ⭐️⭐️⭐️⭐️⭐️
      May 20, 2016
      I agree, being able to set the dues date based on another date would be helpful.

      The work around I used when first getting things setup was to add a criteria to the Rule that Created Date had to be greater than a specific date, for example the current date. This way the rule would not apply to previous customers or those added en mass to get things started. Hope that makes sense.
        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        June 6, 2016
        Hi Bryce,

        Thanks for the interesting idea. We will definitely consider this and keep you updated about the progress.

        Thanks,
        Nitisha
          elizabeth
          elizabeth
          Contributor ⭐️⭐️⭐️
          February 10, 2017
          +1 I was speaking with a customer this week who is also very interested in customizing the CTA due date to be based off a date other than rule date.
            nitisha_rathi
            nitisha_rathi
            Expert ⭐️⭐️
            February 13, 2017
            Hi,

            This enhancement will be available soon, tentatively spring release.

            Thanks,
            Nitisha
              jame_ervin
              jame_ervin
              Contributor ⭐️⭐️
              December 7, 2017
              Is there any update here, when will this feature be available?
              Gainsight Employee ⭐️
              hitesh_sharma
              Gainsight Employee ⭐️
              December 8, 2017
              Hi Jame,

              We have this in our roadmap and plan to take it up soon, not sure about ETA as there are other things thats keeping the team busy. Will share an update once we decide on ETA.

              Regards,
              Hitesh
                rob_deaderick
                rob_deaderick
                Contributor ⭐️⭐️
                April 9, 2020

                Any update on this?  Is this available now?

                aditya_marla
                aditya_marla
                Helper ⭐️⭐️⭐️
                April 27, 2020

                Hi Rob,

                Unfortunately not yet. I will let you know once we have any updates on this.

                  jnunes
                  Gainsight Employee ⭐️
                  jnunes
                  Gainsight Employee ⭐️
                  May 13, 2020

                  @aditya_marla I have another customer asking about this. Hopefully we can get a timeframe on roadmap prioritization for this, even if it is not an immediate priority. Thanks for your patience and help!

                    john_apple
                    john_apple
                    Expert ⭐️
                    October 2, 2020

                    I’ve had a couple customers ask about having Due Dates be based off another date field rather than the Rule Date (e.g. Due Date = Launch Date)

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