Automated CTAs - Add ability to post to Comments OR Chatter
CS Cockpit & Playbooks
When creating an automated CTA, we have the ability to post to Chatter/Comments - all or nothing. We would like the ability to post only to Comments.
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 username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Chatter gives an ability to track each post separately unlike comments which is just one text area field. Hence we look at chatter as a replacement to comments and always post to chatter when chatter is enabled.
In addition - is there the ability to copy text (via a rule) automatically from chatter to the comments section of the CTA (or vice versa)?
My current example is "whoops, the renewal opp wasn't set up correctly." As much fun as it is to tell [i]everybody that we didn't do something correctly and on time... it'd be even better to just remind the responsible party. As it stands I can only set up the CTA and can't provide the reason (forgot to set up the product, wrong date, etc.)
Any plans to update?
Capability to post updates separately to CTA comment and chatter is available now.
Thanks,
Nitisha