I watched the video which skims past the part of actioning on the result of a CTA closure.
This Document states:
"If the prior step is Send Email or Create/Close CTA, the following event configurations will be available:
Send Email: Email Opened, Email not Opened, Link Clicked, Link not Clicked
Create/Close CTA: CTA Open, CTA Closed Success, CTA Closed Lost"
My CTA Statuses however are set up as follows:
Which one aligns to the Adv Outreach conditions for "Create CTA"? None of them look like a 1:1 match.
Category has a Closed Lost option, but not a Closed Success. Name/Short Name have a Closed Success option but no Closed Lost.
Also - in this document under Create/Close CTAs, it states this prerequisite:
"Prerequisites: Users will need to add NSURL in remote site settings to use CTA events within an Advanced Outreach. If this is not added, the CTA events will not be processed."
- Does this mean that taking actions on CTAs via Adv. Outreach does not work out of the box?
- I was able to google Configure Remote Site Settings and NSURL but neither clue me in on what exactly I need to ask my SF admin to do here. What NSURL needs to be added to Remote Site Settings?
- Don't assume every Gainsight admin is a SF Admin or web developer. More context around statements like this is required for documentation to be better leveraged and understood.