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Gainsight Inc.

Create CTA when Measure Label is Red

Gainsight NXT
Gainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.

This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.

If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.

Not sure what your team is using? Click here.

 

This tutorial guides admins in the process of configuring a rule in which a CTA is created based on a particular Measure whose Score is low. This tutorial assumes that you have a basic understanding of Rules Engine.

Assumptions

  • A Measure called Support Ticket exists. This is an automated Measure.
  • When Support Ticket Measure’s score drops below a minimum threshold level, its Label turns Red.

In the following Rule Configuration, an action is created to trigger a CTA, whenever the Label turns Red for the Support Ticket Measure.

Create Dataset

  1. Navigate to Administration > Operations > Rules Engine.
  2. Click + RULE.
  3. Select the Company option in the Rule For field.
  4. Enter a name for the Rule, in the Rule Name field.
  5. (Optional) Enter a description.
  6. Click NEXT.

1. Create.png

  1. Click DATASET.
  2. Enter a name in the Task Name field.
  3. Select the required Scorecard Fact object.
  4. Drag and drop Company Id and Company Name, and GSID fields to the Show me section.

2. GSID.png

  1. Drag and drop the following fields to Filters section.
    1. Company Id -> Current Score -> Label
    2. Measure Id -> Name

3. Measure ID.png

  1. Configure the filters as follows:
    1. Label = Red
    2. Name = Support Ticket

This filter fetches all the Companies whose Support Ticket Measure is Red in Color. You can also select other Measures or other Labels, if required

4. Labels.png

  1. Click SAVE.
  2. Click Setup Action.

Setup Rule Action

  1. Click + ACTION.
  2. Select Call To Action 2.0, as the Action Type.
  3. Select Create CTA option.
  4. Create Risk as the CTA type.
  5. Select High as CTA Priority.
  6. Configure the remaining CTA fields.
  7. Click SAVE.

5. Save.png​​​​​​​

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