SuccessPlay Due Dates based off Attributes

Follow

Kathleen Berryman

• December 04, 2020 17:58
• Edited

Building in the ability to dynamically assign due dates of tasks in a Successplay based of an attribute associated with an account. 

For a example tasks are due 90 days after an initial registration date; Totango automatically runs a Successplay based of criteria but looks at the registration date to schedule due dates of tasks.

4

• 

  Vijay

  • December 04, 2020 19:14

  Kathleen this is a good idea. Let me see if this is a simple enhancement.

  0

  Comment actions Permalink
• 

  Vijay

  • December 08, 2020 17:57

  Hey Kathleen I thought about it some more. Why not trigger the SuccessPlay 85 days or 90 days from the registration date and have your task due date a few days from the trigger? Wouldn't it achieve the same outcome? 

  0

  Comment actions Permalink
• 

  Kathleen Berryman

  • December 11, 2020 19:16

  Hey Vijay. Thank you for reaching back out and thinking on this one!  This is how some of our SuccessPlays are currently set up, it works, but the limitation arises when accounts are already 'in flight'. 

  We have a handful of accounts that we registered before creating our SuccessPlays. When the SuccessPlay ran it generated the tasks but not with the appropriate due dates (everything was 90 days out from the date we enabled).  The team had to manually adjust due dates on those 'in flight' accounts.

  I think there are other scenarios this enhancement could be beneficial; renewals for example which is currently a big focus for us.

  0

  Comment actions Permalink

Please sign in to leave a comment.