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How to send an email when sponsor changes company


Userlevel 3
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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

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.

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Userlevel 2
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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.

Userlevel 7
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.

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