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New Idea

Expand ability to set Recurring CTAs to rules and success plan templates

Related products:CS Cockpit & PlaybooksCS Rules EngineCS Success Plans & Customer Goals
  • January 23, 2026
  • 0 replies
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alizee
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Hi!

It seems like setting the recurring settings on a CTA is only possible when creating it manually but not:

  • Via rules in the Create CTA action
  • Via success plans when adding CTAs to a success plan template

It would be more effective than building a rule to recreate a CTA every X to meet that need. Furthermore, it should be possible to edit an existing CTA to make it recurring when the CTA type has the recurring toggle on. 

Thanks

A.