Solved
Creating a CTA when going from a Null value to an actual value
I'm looking to create a CTA for when a CSM is assigned. Is there a way to say when value for CSM goes from <empty> / Null to not then trigger a CTA?
Best answer by ben
We use a date formula for when a field changes. So, if you have a field that holds the assigned CSM (whatever format is fine), you would just need to make a new field that logs a date for whenever that changes. Ours is "Last Account Owner Date Change". Then you could trigger a CTA off of when that date = Rule Date, and run-on cron schedule every 2-hours.
I'll clarify that our Ops team is very willing to add stuff, so I didn't do that myself. Might not be as easy as I think it is, but that is our workflow anyway.
View originalI'll clarify that our Ops team is very willing to add stuff, so I didn't do that myself. Might not be as easy as I think it is, but that is our workflow anyway.
1 person likes this
+1Not sure if you can do the above, but what I did was to have a daily rule that creates a CTA for "once in a lifetime" on accounts that have a CSM. That way, every day when the rule runs it will check on those accounts that have a CSM assigned and create the CTA once in a lifetime (so it will only run once for that account). Not super efficient but it does the trick. 😃
1 person likes this
We use a date formula for when a field changes. So, if you have a field that holds the assigned CSM (whatever format is fine), you would just need to make a new field that logs a date for whenever that changes. Ours is "Last Account Owner Date Change". Then you could trigger a CTA off of when that date = Rule Date, and run-on cron schedule every 2-hours.
I'll clarify that our Ops team is very willing to add stuff, so I didn't do that myself. Might not be as easy as I think it is, but that is our workflow anyway.
I'll clarify that our Ops team is very willing to add stuff, so I didn't do that myself. Might not be as easy as I think it is, but that is our workflow anyway.
-Ben
1 person likes this
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.