Recurring EBR CTA

  • 28 February 2020
  • 1 reply

Userlevel 2
Badge +1

Since this is such a common use case, I believe there has to be a better way to accomplish this.


I’m building out an Executive Business Review CTA. We want the CTA to trigger 6 months from the original customer date and then continue every 6 months thereafter. The logic I have in place looks like:

6 months after Customer date

OR 12 months after Customer date

OR 18 months after Customer date

and so on


I see this setup as inefficient since more OR arguments will have to be added as our customers become more mature. Would love ideas on how to restructure the logic in a better way!


Best answer by john_apple 29 February 2020, 09:08

View original

1 reply

Userlevel 6
Badge +4

You could add a custom date field to the Company Object records to hold a date six months from Customer Date and have a Rule to update that field once the Rule Date equals that date value and move it ahead 6 months. Then your CTA Rule would run before that update occurs (Rule Chain or staggered a day or more apart) so that the CTA gets created and then the date moves forward 6 months until the next time an EBR CTA would need to be created.