Ranking in Rules Engine

Related products:CS Rules Engine

Forum|Forum|7 years ago
December 17, 2018
22 replies
575 views

It would be great if we could rank accounts in the Rules Engine, similar to ranking in Report Builder. For example, ranking accounts so that only X number receives a certain CTA or action. A specific use case would be ranking our top 50 customers by spend to automatically generate CTAs and other field triggers as part of our top 50 customer engagement program.

Rules Engine

sdrostgainsightcom

Gainsight Employee ⭐️⭐️⭐️

Great request, Calvin - I'm adding my vote.

I like the fact that this could also satisfy another much-requested rules-engine enhancment: the ability to select the "most recent" of a series based on a date.

Right now, to get the 'most recent' record, MaxDate has to be grabbed from the larger data set then joined back into that larger set to "flag" the record that's most recent.

The same "ranking" feature in Transformations would allow you to select the "Top 1" by a date for the most recent record in the same way that "Top 50" might allow all contacts with the top 50 health scores to be selected.

NOTE: I think this ranking has to be allowed within sub-groups - treated as another aggregator, essentially - so the top 5 or "x" within, say, each Customer Type could be selected.

Scott Drost, Gainsight -- Principal Customer Success Architect

dan_ahrens

Expert ⭐️⭐️⭐️

Great suggestion Calvin!

A function like TOP, LIMIT, or RANK in rules engine would be quite useful!

VP of Customer Success at Forcepoint

seth

Expert ⭐️

Jumping on here with a vote to rank not just customers, but any records. I may want to find the Contacts with the most pageviews, regardless of their Accounts, for example.

AI Transformation @ Gainsight

sudheer_sharma_goda

Gainsight Employee ⭐️

I concur with all of you, need rank() over partition by kind of function in rules

Sudheer Sharma

toddmassey

Helper ⭐️

+1

Ranking opportunites would be another use case. If a customer has multiple contract/Oppts. I have a use case for ranking them by contract start date.

hiromi_yamamoto

Contributor ⭐️⭐️

Great suggestion! I want ranking sort in Rule Engine, too.

When I sort by count field which I created with Rule engine tasks,

We can update data from small count to large count.

It indicates we can update most large count record's data to the updated records.

jeremy_johnston

Helper ⭐️

I was looking for this exactly today, thanks Scott.

Right now, to get the 'most recent' record, MaxDate has to be grabbed from the larger data set then joined back into that larger set to "flag" the record that's most recent.

-JJ

jamie_anderson

Contributor ⭐️⭐️

+1 for me, any updates? This would be great. We would like to use ranking in rules engine for several areas:

Contact level reporting for Top 50 accounts on a dashboard (Being able to use a tile report with ranking would be...incredible...so, double bonus if that became possible)

Use in Journey Orchestrator - sending emails to Top X accounts in different segments or by territory

Potentially help prioritize CTAs for some of our high volume touch teams>currently we use a score to sort for this team, but could see this functionality making a ‘sort’ logic much easier