Ability to set CTAs based on a secondary ID
None
I've come across a use case for a potential new feature idea regarding CTA assignment.
We have CTAs that we'd like to be firing based on a 1:many relationship. For example, if we are firing CTAs based on Opportunity, we'd like a separate CTA on each account for each relevant opportunity.
Currently, we are able to do this by tokenizing the ID into the CTA name, however the customer finds like to be a bit messy even though it works.
The idea I have is, what if we had the ability to set a field in the action that we could also use as an identifier.
So currently the CTA is being creating based on Account ID, but hypothetically, it would be awesome to be able to say "Create based on Account ID AND Opportunity ID" without tokenizing the CTA name and setting the name as an identifier.
We have CTAs that we'd like to be firing based on a 1:many relationship. For example, if we are firing CTAs based on Opportunity, we'd like a separate CTA on each account for each relevant opportunity.
Currently, we are able to do this by tokenizing the ID into the CTA name, however the customer finds like to be a bit messy even though it works.
The idea I have is, what if we had the ability to set a field in the action that we could also use as an identifier.
So currently the CTA is being creating based on Account ID, but hypothetically, it would be awesome to be able to say "Create based on Account ID AND Opportunity ID" without tokenizing the CTA name and setting the name as an identifier.
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It would be great if just like we have a show box to select fields we need for the CTA, maybe there would be an identifier box? Create based off these unique fields?
One practical question: if you were to end up with lots of CTAs with the same name do you worry about a user experience challenge where in the list view you can't really distinguish them or even understand easily why you have so many?
I agree with the ask. Few other use-cases are adding playbook as an identifier or removing status as an identifier. We will add this flexibility in rules engine soon.
Thanks,
Nitisha