Ability to change CTA types and reasons

  • 8
  • Idea
  • Updated 5 days ago
I have worked with multiple customers lately who have been restructuring the Type and Reasons of CTAs framework and  would like to know if it is possible to change the Type of some specific Reasons that they have today.


For instance,  one Reason called "MMM" which is in Type = All and would like to have it in the Type = Event

As of now this is not possible, is there any thought to have this ability in the future? Possibly in Mass?  
Photo of Michael Sweeney

Michael Sweeney, Employee

  • 2,486 Points 2k badge 2x thumb

Posted 10 months ago

  • 8
Photo of Hitesh Sharma

Hitesh Sharma, Employee

  • 4,270 Points 4k badge 2x thumb
Hi Michael,

If i Understand correctly, you would like to define Certain Reason for Certain Types, which shouldn't be seen in others Types, If the answer is Yes then it can done now. Click here for more details.

For example, you can create Reason under Type Event, which be seen only when you create CTA of Event type.

Let me know if you have any more questions, ready to jump in call.

Regards,
Hitesh
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,556 Points 10k badge 2x thumb
Hi Michael,

The only way to do it is to delete the reason from 'All' and re-create in 'Event'. We don't allow one click change of CTA type because this may leave existing CTAs data inconsistent. E.g. if reason 'MMM' was already used in both 'Event' and 'Risk' CTA type and we allow to change the CTA type of the reason, then the existing CTAs of Risk type will have inconsistent data.

Thanks,
Nitisha
Photo of Hitesh Sharma

Hitesh Sharma, Employee

  • 4,260 Points 4k badge 2x thumb
Hi Melissa,

Have you tried Mass Edit tool for Bulk updating Reasons? Click here for more reference.

Let me know if there are any other questions.

Regards,
Hitesh
Photo of Jen Pakravan

Jen Pakravan, Champion

  • 1,994 Points 1k badge 2x thumb
You can't change the CTA Type though from the Mass Edit tool, correct?
Photo of Sagan Sherlin

Sagan Sherlin, Champion

  • 4,334 Points 4k badge 2x thumb
Piggy backing off of Jen - We're also in a point of needing to Mass Edit the CTA Types so we can assign the updated Reasons.
Photo of Sagan Sherlin

Sagan Sherlin, Champion

  • 4,334 Points 4k badge 2x thumb
Additional Comment - Would it be possible to use the Rules Engine to Mass Edit the CTA Type if they meet a certain criteria?  If so, how would that be done?  I'm still new the Rules Engine, but I saw another post that hinted at it.
Photo of Jen Pakravan

Jen Pakravan, Champion

  • 1,994 Points 1k badge 2x thumb
I echo Sagan's questions. Any update on this?
Photo of Sagan Sherlin

Sagan Sherlin, Champion

  • 4,334 Points 4k badge 2x thumb
Good morning!  I wanted to see if there was an update on this type of request.  We recently redid our CTA Types for a better workflow - and are now needing to move a large quantity of CTA Types to a new Type, and then update their Reason.  If there is a way for the Rules Engine to accomplish this, how would one go about that? - GSS
Photo of Anna Whitehouse

Anna Whitehouse

  • 174 Points 100 badge 2x thumb
It's been a few months since anyone has asked - is there any update? I need to revamp our CTA Reasons and do not have a way to do so since they are in use. 

Thanks!