If I attempt to create the same CTA for the same contact, will it not create a duplicate in Cockpit?

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If I happen to fire the same CTA for the same contact, will Gainsight stop it from creating a duplicate CTA or will it know that one already exists?
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Ky Powell, Champion

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Posted 3 months ago

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Seth, Champion

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Hi Ky,
The way to prevent duplicate CTAs would be to include the contact email address (or ID or whatever) as a token in the CTA Name, and then use the "Include in identifiers" checkbox. The only things Gainsight uses to prevent CTA duplication via a Rule are CTA Name (if you check that checkbox), Account Name, CTA Type, and CTA Reason.