Ability for Rules to run more frequently than once a day

@Osha have you considered using an "Onboarding Success Plan" for this? You could create a Success Plan template that includes "New Merchant Training" Objective CTA and a "Post Onboarding Tasks" CTA within the same success plan.  When the customer gets created, you have a rule that triggers the creation of the Success Plan with both CTAs so you aren't having to wait for it to be triggered - it's already there.





Reference:


https://support.gainsight.com/hc/en-us/articles/207983697-Configure-Success-Plans-for-the-C360


https://support.gainsight.com/hc/en-us/articles/218492047-Creating-Success-Plans-Using-Rules-Engine

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@Jeff - that is a really interesting idea - thank you!





@Dan - The need for speed here is the variable onboarding time for our customers. Sometimes a training happens and the post training and launch (in our case - when we place our widget live on a client's website) happens that same day. Sometimes those post onboarding tasks and launch happens over 3-4 weeks. Either way, as soon as you finish the training, having a CTA ready to roll with a place to add additional custom follow up tasks is helpful. Triggering off the closed CTA is fine, but again, waiting 24 hours is not ideal. 

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Hi Osha,





In that scenario, I think Jeff is spot on - a success plan is the way to go. With a success plan you can build a template for your onboarding that would consist of various phases, with each phase having its own tasks (essentially how a CTA has a playbook with tasks). 





This way you can link the sequence together and have it all laid out in a single template. Also, with a success plan, the events can be executed quickly in sequence, or over a longer time period as you describe. 

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Running into the same issue as Allie. Our workaround was to create a custom field on the Customer Record, "CTA Create Date". And then had to put a check in the filters similar to what you have above. 





Any update on the timeframe for this fix?

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I think we forgot to update this thread, as it's possible to run rules as often as every 2 hours using the advanced scheduler.

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