Add ability to update playbooks on existing CTAs
None
I thought the capability already existed, but it appears updating a CTA will only apply a playbook if there was not already a playbook attached. I've never had a situation arise, until now, where I needed this capability - but I can see a greater need for it down the road.
Is there any reason why this functionality shouldn't be possible? If not, I would like to request that it get added, because there's definitely a solid use case for it.
If I've missed something, and there IS a way to update playbooks on existing CTAs (without deleting/readding) then please let me know that as well.
Is there any reason why this functionality shouldn't be possible? If not, I would like to request that it get added, because there's definitely a solid use case for it.
If I've missed something, and there IS a way to update playbooks on existing CTAs (without deleting/readding) then please let me know that as well.
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There is not an OOB way to do these kind of updates today.
Also, if we get feedback that a particular task isn’t working as designed or clear, we did have a situation where we wanted to update comments on the existing CTAs so they get the updated task.
Come to think of it we did have the email template issue come up as well, but in a theoretical way so we didn’t actually need to do it then, just “what if”
One use case is that as we go through the year we will sometimes add a task to the playbook that was not included in the original playbook when the CTA was created. Here is an example:
Playbook #1 (Original) -
Task 1: Annual Check-In
Task 2: Complete Journey Map
Playbook #1 (updated) -
Task 1: Annual Check-In
Task 2: Complete Journey Map
Task 3: Run Best Practice Assessment
I would like to be able to re-run a rule to push out the plabook to accounts so that it will only add Task 3 to the existing CTA created with the "Playbook Orignal" version. Gainsight would need to be aware that this playbook was already created and update the CTA/Tasks and not create it brand new.
I could see a second use case that was highlighted in this thread about updating comments or other metadata on the playbook (i.e. Name).
I will update here once this considered for release.Thanks for providing all your use-cases, thoughts and ideas here.
@All, Sorry for the inconvenience and I know this is been a long-time request. Previously this request is not added to our product backlog, now we have added this to our product backlog, ETA not known.
I will update here once this considered for release.Thanks for providing all your use-cases, thoughts and ideas here.
Thanks for the update and planned timeline@sriram pasupathi !
Another vote for this! Exact same use case as Jeffrey; playbooks are often created in a hurry and need to be revised after being triggered.
Let me see if I can get some insights around this.
This is now planned as a part of playbook revamp in Q2 2022.
This would be a great functionality. Also have a use case similar to the ones above. When we first go live with Playbooks, we’ll realize maybe the name of the tasks were unclear and we updated them; maybe we needed to re-order the playbook; or like above, new tasks get added.
It would be great to have the ability to make this update to the playbooks that were already created that are still open with any changes that have been made.
This would be a great functionality. Also have a use case similar to the ones above. When we first go live with Playbooks, we’ll realize maybe the name of the tasks were unclear and we updated them; maybe we needed to re-order the playbook; or like above, new tasks get added.
It would be great to have the ability to make this update to the playbooks that were already created that are still open with any changes that have been made.
Ditto - is this still on for Q2 2022??
Just running into this again with an update to an email template used in a playbook that I now have to manually update on all the open CTA using that playbook. Can we please get an update on this?
Just running into this again with an update to an email template used in a playbook that I now have to manually update on all the open CTA using that playbook. Can we please get an update on this?
The Playbook Revamp along with this enhancement is now being planned as a part of Q3 2022.