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

  • 1
  • Question
  • Updated 4 months ago
  • Answered
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?
Photo of Ky Powell

Ky Powell, Champion

  • 2,594 Points 2k badge 2x thumb

Posted 7 months ago

  • 1
Photo of Seth

Seth, Employee

  • 14,490 Points 10k badge 2x thumb
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.
Photo of Brittani Martin

Brittani Martin

  • 148 Points 100 badge 2x thumb
Is there a way to prevent this for closed CTAs that have closed within a specific time frame, like School Start Date and School End Date for example?