I want to create a process where users are able to create a CTA related to Critical Accounts. I want the ability to send a recurring reminder email to the CTA owner to provide update. This is different from the CTA due date. How do I do that?
Best answer by heather_hansen
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+5
Is it possible to add the weekly update reminder as a task to the Playbook? That would be my first solution but if the activity is going on for several weeks that may not be feasible.
You could create a Rule to create another CTA every week so long as the CSM has an open CTA related to critical accounts. It would just need to be a simple CTA with no playbook but is a reminder to do weekly updates.
If you have Journey Orchestrator, you could set up a Program that would send an email reminder every week to CSMs if they have an open CTA that fits the type/reason that needs weekly updates.
+10
We did something similar with Customer Sentiment to remind the CSM that they should be updating frequently. We did the first example John gave where we triggered a rule to create a CTA with a simple playbook with no tasks (to make reporting easier) if the Customer Sentiment hadn’t been modified in X days.
+3
We did something similar with Customer Sentiment to remind the CSM that they should be updating frequently. We did the first example John gave where we triggered a rule to create a CTA with a simple playbook with no tasks (to make reporting easier) if the Customer Sentiment hadn’t been modified in X days.
Hi Watson.
The solutions provided by John and Heather are the direct and correct solutions. I hope that makes your work done and simple.
Thanks everyone for your help. I truly appreciate.
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