We are looking to do a Post EBR survey and specifically target the contacts listed as "Contacts" that were associated to the EBR CTA. I am sure this data lives somewhere, but not seeing it on the native "Call to Action" object.
@kelly I actually created a data space to combine the Associated Record with the CTA so that I could access everything in one place. So, start with the Associated Record, and then, you can add data from the CTA and from the Contact. So, I'm using the CTA Closed Date to drive the survey. Then, I have a normal outreach set up to point to that data space and grab the necessary info. Hope that helps! Let me know if you need more info!
@heather_hansen - is this a process you're still utilizing? I'd like to query contacts associated to a CTA on closure, however AssociatedRecord doesn't have closure date (only last modified) and contact ID, no contact fields such as name, email etc.
Are you having to pull on multiple datasets and merge?