Sponsor Tracking - Details of changed included in CTA
Userlevel 7
We have a rule that creates a CTA when there is a change to a sponsor (Title, Location or Company). The details of the change, ChangedAttribute NewValue and OldValue are captured in the tracking history. However, I need to include this information on the CTA so the rep know what changed. How can this be done?
Userlevel 4
I put them in the comments section of the CTA using Tokens
Example:
${SponsorTrackingHistory::ChangedAttribute}
Example:
${SponsorTrackingHistory::ChangedAttribute}
Userlevel 7
I was having difficulty adding the tags to the Comments for the CTA, so thought I'd share this golden nugget: You have to add the field you want to use as tags to the "Show
Me" section of the rule first!
Thank you Mandy in support!
Kristin
Me" section of the rule first!
Thank you Mandy in support!
Kristin
Userlevel 7
Thank you....I will do that now!
Userlevel 7
Hmm, I tried to add ${SponsorTrackingHistory::ChangedAttribute} to the Comments field, but it won't save. If I pick one of the options that appears when I type an "@", it works. For example ${SponsorTrackingHistory::Contact Name}.
I think what I really want is:
${SponsorTrackingHistory::Contact Name},
${SponsorTrackingHistory::ChangedAttribute},
${SponsorTrackingHistory::OldValue},${SponsorTrackingHistory::NewValue}
Using tokens is a new area for me, so any guidance is appreciated.
I think what I really want is:
${SponsorTrackingHistory::Contact Name},
${SponsorTrackingHistory::ChangedAttribute},
${SponsorTrackingHistory::OldValue},${SponsorTrackingHistory::NewValue}
Using tokens is a new area for me, so any guidance is appreciated.
Userlevel 4
You are doing it right. @ pulls up the item and then what you get in the comments will show the $.
You can also do this in the Name of the rule as well.
You can also do this in the Name of the rule as well.
Userlevel 4
Oh yes that is a must! Good catch!
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