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Question

Relationship Scorecards- Setting the Relationship group scorecard by CTA Rule

  • September 23, 2016
  • 1 reply
  • 27 views
niall_mcgrath
Does anybody know how to set-up a rule in the rules engine that does the following:

Run a rule nightly that searches for any open CTA's with a "type" of relationship scorecard and if one exists the scorecard will be updated to a certain score.

We have a relationship group scorecard called "Content". We want the rule to search for any open CTA's for this scorecard nightly and update the score accordingly.

If you look at the attached rule action,I want to copy step 2 & 3 for a relationship scorecard but there doesn't seem to be a way to do this...

Any help would be greatly appreciated

    link_black
    C
    romihache
    9 people like this
    • link_black
      link_black
    • C
      clamoureux
    • romihache
      romihache
    • rschlette
      rschlette
    • Molly.McQ
      Molly.McQ
    • Ashton
      Ashton
    • D
      danielh
    • M
      mchidambarakrishnan
    • V
      Vigneshsuri

    1 reply

    abhishek_sivaraman
    Hi Niall,

    When you define a rule , you have the option to choose whether it is for account or for a relationship.

    Once you choose the relationship type , in the setup rule step you will be able to choose the CTAs associated with the relationship type.

    Then , in the next step  you can set score to the measures associated with the relationship scorecard based on the criteria you have mentioned above.

    Hope this helps.



    Thanks
    Abhishek S
    gayathri_n
    1 person likes this
    • gayathri_n
      gayathri_n

    Reply


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