Automatically attach file to CTAs
CS Cockpit & Playbooks
How can I automatically attach a file to a CTA? That is, every time a specific CTA fires, the files needed to help with the process are there. For example, we have a CTA for their quarterly EBR. To support this, the CSMs have created an EBR template to fill out. Right now they need to know there is a template and where to find it. I'd like to have it so every time the EBR CTA fired, the file would simply be attached.
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https://support.gainsight.com/hc/en-us/articles/229988467-Configure-CTA-File-Attachments
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One idea I've seen used is to put the template online like in a shared Google Drive, Box or Dropbox folder and then paste the link to the doc in the description text of the CTA.
I would like to add a Document that must be completed during onboarding and used to create a Collaborative Success Plan, and the ability to supply the document for the CSM on the CTA is perfect.
I think your request is similar to the discussion on this thread. Please take a look and let us know if you're trying to do something a little different. The original request in this post was not implemented in the product.
Yes I knew about that feature and we use that for our customers already, my request was internal, as in the Attachment resided on the CTA task and the CSM saw it.