Configure CTA Group For Reporting

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  • Updated 10 months ago
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I would like to create a report for a utilization CTA that runs quarterly.  The rule that triggers this CTA looks at quarterly usage data, and then fires one of 4 CTAs (the rule has multiple actions) based on whether there is an increase or a decrease in usage. 



 I want to group the data by the name of the CTA, but since we use a token in the name of the CTA, each name is technically different:



I tired using the Rule Action ID to group by, but these are not readable by our CSM team:


I noticed that there is a field called "CTA Group" and my question is whether this would help solve the problem?



If so, how do I configure CTA Group? I couldn't find any information on Gainsight Go on the topic. 


Thank you!
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Kate Green, Champion

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Posted 10 months ago

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Karl Rumelhart, Official Rep

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Hi Kate.  CTA Group is not what you want...this object is part of Success Plans.  The only thing I can think to do is add a custom field to your CTA Type and then configure it in "Additional Fields" to include the value that you can group by.  I will ask other folks to jump in who may be able to figure out another way...
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Cameron Wright, Employee

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Hey Karl, can you elaborate a little more on how to add a custom field to a CTA type? 
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Manu Mittal, Employee

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There are two potential solutions I can think of:
  1. We leverage 'Reason Name' or 'Reason Reporting Category Name' to group similar CTAs together.
  2. We create a new custom field to capture this information, as Karl suggested. We'd have to first create this field from Setup (Salesforce) -> Create -> Objects -> Call To Action -> New. Then add it to the CTA layout from Administration (Gainsight) -> Call to Action -> Detail view layout configuration (select each CTA Type from the dropdown, and add this field under 'CALLS TO ACTION' sub-tab). It should then show up inside each CTA action you have in that rule.
Hope this helps!
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Kate Green, Champion

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Thanks Manu - I had the same idea about Reason Name and will determine which will work best for us here. I can report back once it's configured :)