Thanks for everyone's help!
Best answer by heather_hansen
View originalHow do you capture associated contacts listed in a CTA?
Userlevel 6
+1
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.
Thanks for everyone's help!
Thanks for everyone's help!
This topic has been closed for comments
Userlevel 6
+2
Thank you, very helpful!!
Userlevel 7
+10
@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!
Userlevel 6
+2
@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?
Are you having to pull on multiple datasets and merge?
Userlevel 6
+3
Go Ben -- AO all the way!
Userlevel 5
Heather, thanks for jumping in so quickly to share your solution and offer to help!! This is why I love Community (and our customers!) so much.
Tracy
Tracy
Userlevel 6
+1
Thanks for the nudge! Now I just have to build my first query in AO successfully!
Userlevel 7
+10
Hi Ben,
It's on the Associated Record. We're doing the same thing, so let me know if I can help with anything else!
It's on the Associated Record. We're doing the same thing, so let me know if I can help with anything else!
Register for Pulse Encore 2023
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.