Question

Need to differentiate between manual and system generated CTA's

  • 10 November 2016
  • 5 replies
  • 56 views

Currently, our CSMs are logging few manual CTA and there are also few CTA's that are triggered by the system.  I wanted a report of manual CTA's and system triggered CTA's . How can i differentiate them in the reports ?

5 replies

Userlevel 6
Manish, I'm one of the CSMs at Gainsight. Some of my customers have created a report with the following parameters in order to get an idea of the number and type of manual vs rules-driven CTAs that are being created within a specific timeframe:Subject/Object = Calls to Action 



Show
Me: Calls to Action - Count of ID



By:
CTA Type Name



Filter
by:



Time
frame, such as Quarter or last 90 days



Source
- Rules & Survey or Manual



Tracy



Thanks Nitisha for the quick reply. 
Userlevel 5
Hi Manish,

You can use the field 'Source' in Call to Action object. For all manual CTAs source value will be 'Manual' and for all system generated CTAs source value will be 'Rules'.

Thanks,
Nitisha
Userlevel 7
Hi Manish,

There is a field called Source that you can use to separate out manual and automated CTAs.

Thanks!

Manu
Hi Manish,
  You can use source field on CTA object. Manually created CTAs have source field as "Manual".

Thanks,
Srinivas

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