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perry_rogers
Contributor ⭐️⭐️⭐️
July 31, 2019
New Idea

CTA templates

  • July 31, 2019
  • 11 replies
  • 365 views
We would like the ability to create CTA templates. This would be for repetitive CTAs that are used often, but do not require the Rules Engine to create. Our CSMs want the ability to choose a CTA template for CTAs they create very often so they do not have to fill in all the information every time. This would help cut down on time to create multiple CTAs for multiple clients dramatically.

Again, this would be outside the Rules Engine and a manual process so that it could be more specific.

    11 replies

    Ester.Memoli
    Helper ⭐️
    June 3, 2024

    Yes, we need this too!