What is the quickest way to push out a CTA to all CSM for all accounts?
Is the only way to push a CTA out to all CSMs by creating a rule? Is there a quicker way to achieve this? I may find it cumbersome since I'm new to administering Gainsight, but I want to make sure I'm not missing something.
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Welcome to GS Administering! (It's terribly addicting.) : )
What is your use case for the CTA? I would caution against a blanket CTA except under the strictest of circumstances.
Ideally, CTAs should be triggered "by exception" and used to focus the CSMs attention on a task that needs immediate dispositioning. If the CTA is an admin task (e.g. Schedule QBR) across all accounts, it will be noise and will be ignored.
But to your question, the rules engine would be the fastest way to do something like this. Steps would be:
1. Create BR "CTA - [Descriptive CTA Name]"
2. Dataset: Pull Account ID, Account Name, CSM Name, etc... from all Status = Active from Customer Info Object
3. Action: Call to Action
Let me know if you have any questions or if I can help narrow your use case? Thanks!