- Tutorial - Automating Lifecycle CTAs: Welcome New Customers
- Tutorial - Automating Lifecycle CTAs: Quarterly Business Review
- Tutorial - Automating Risk Management CTAs: Delayed Onboarding
- Tutorial - Automating Risk Management CTAs: Customer Renewal Lapsed
- Tutorial - Automating Risk Management CTAs: Open Support Ticket for 21+ Days
Automating CTA Creation with Rules
The following links provide detailed instructions for how to configure rules to trigger CTA creation for a variety of business processes: