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How to send an email when sponsor changes company

  • 10 June 2019
  • 2 replies
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tony_tao
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Hi, I am looking to send an internal email alert when a Sponsor Changes company.



I was hoping to use a program to build this out.



What I am having trouble with is how to build a query that states a change in company as a the indicator for an email.



Does anyone have any advice on how to build this out?


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Best answer by dan_ahrens 11 June 2019, 23:59

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jagadeesh_kumar_paidimarri
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Hi Tony,



Could you try using following filters from SponsorTrackingHistory object ?



Filters:



SponsorTrackingHistory::ChangedAttribute equals title



SponsorTrackingHistory::Created Date greater or equal Add N Days to Rule Date (-1)



SponsorTrackingHistory::Created Date less than Rule Date



SponsorTrackingHistory::ChangedAttribute equals company



SponsorTrackingHistory::ChangedAttribute equals location



Please let me know if this helps.


dan_ahrens
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Hi Tony,



You can also get more information on how to configure this rule via this tutorial: https://support.gainsight.com/View_More_Categories/Sponsor_Tracking/Tutorials/Create_Rule_to_Track_Sponsors



In your example, you'd use the logic in this rule to build a bionic query as a participant source in a Journey Orchestrator program. If you need some help on putting these elements together, your Gainsight Customer Success Manager can help.


VP of Customer Success at Forcepoint

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