Create CTA's based on a CSV.
None
At the moment you can only create CTA's manually on the account page or through rules engine but it might be a cool idea in the future to have the ability to create CTA's based off a CSV as long as it has a valid Account ID in the CSV.
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They'd like to fire a CSV based off that information for the accounts but building out the rule would take almost as much time as manually creating a CTA for each of these accounts. From what I gather they'd like an easier way to fire a mass amount of CTA's without having to write a rule to do it.
Build the rule once, and set it to run manually. Anytime you need to create CTAs from a CSV, upload that CSV to S3 and run the rule.
This can be done via the rules engine using S3 as a data source. Once you've created the rule, just upload the CSV to the S3 bucket and the rule will create the CTAs. More info can be found here: https://support.gainsight.com/Rules_Engine/Admin_Guides/S3_Dataset_Task_in_Bionic_Rules
The problem with this is CTA creation is not an available option as an action from just the S3 dataset alone...this is the challenge I’m running into.
Any update on@ben_daniels ‘ problem?