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  5. Automating CTA Creation with Rules

Automating CTA Creation with Rules

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The following links provide detailed instructions for how to configure rules to trigger CTA creation for a variety of business processes:

  • 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
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