I'm wondering if anyone has had success closing CTAs via a rule since the February 2017 release. This is the first time I've attempted this, and my rule is stuck in a run state. I have a ticket open with Support, but it had to be escalated to L2.
I am looking to understand if this is how I've setup the rule or if it is something in our configuration.
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eek! Sorry to hear it :-/
I had success:
Rule Setup: https://cl.ly/2N1Z2M0w060B
Rule Action: https://cl.ly/3X1U3R443T2a
I had success:
Rule Setup: https://cl.ly/2N1Z2M0w060B
Rule Action: https://cl.ly/3X1U3R443T2a
That's pretty similar to what we have:
Rule Setup:
Rule Action:
Rule Setup:
Rule Action:
Yep. I [i]do have it set to "Apply to Gainsight customers only", FWIW, and maybe you could confirm that "Account lookup" is set correctly. But if it's stuck in a run state, it seems more likely that that's a bizarro corner case than a true error you've made.
It seems like the manual run got stuck in a queue. Which I thought manual run rules bypassed the queue of scheduled one.
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