Skip to main content
New Idea

Richer automation in CTAs

Related products:None
  • October 18, 2016
  • 1 reply
  • 21 views
zafar_essa
lilian_king
marcelo
annika_pettitt
shannon
+1
  • zafar_essa
    zafar_essa
  • lilian_king
    lilian_king
  • marcelo
    marcelo
  • annika_pettitt
    annika_pettitt
  • shannon
    shannon
  • jd_griffis
    jd_griffis

nadav_shemtov
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 96 replies
I've had at least two clients who have asked for richer automation options from CTAs. The idea is that after closing CTAs or specific tasks, you would get pop-ups suggesting other follow ups or next steps. Based on your response to the message, you would be redirected to the right section (or the actions will be done automatically)

Examples: 
  • Configuring that when you close a "Risk" CTA, you would get a custom pop-up that would ask you "would you like to update the associated risk scorecard"?
  • For a CTA telling you to assign CSMs to a new account, you'll be able to choose the CSM to assign the account to right from the CTA. When closing the CTA, a pop-up asking you whether you want to email the CSM that he's been assigned and/or add this person's to the account team object in SFDC would appear, and help drive next actions
  • There can be many more examples, but the idea is to trigger custom behavior with logic from a CTA itself without having to go anywhere

1 reply

nadav_shemtov
  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 96 replies
  • December 13, 2016
Would love to learn if something like this is planned

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings