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lane_h
lane_h
Helper ⭐️
February 27, 2017

Closing CTAs from Rules

  • February 27, 2017
  • 4 replies
  • 60 views
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.

      4 replies

      seth
      seth
      Expert ⭐️
      February 27, 2017
      eek! Sorry to hear it :-/

      I had success:
      Rule Setup: https://cl.ly/2N1Z2M0w060B
      Rule Action: https://cl.ly/3X1U3R443T2a
      AI Transformation @ Gainsight
      lane_h
      lane_hAuthor
      Helper ⭐️
      February 27, 2017
      That's pretty similar to what we have:

      Rule Setup:



      Rule Action:

      Director of CX and Scale Programs
      seth
      seth
      Expert ⭐️
      February 27, 2017
      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.
      AI Transformation @ Gainsight
      lane_h
      lane_hAuthor
      Helper ⭐️
      February 27, 2017
      It seems like the manual run got stuck in a queue. Which I thought manual run rules bypassed the queue of scheduled one. 
      Director of CX and Scale Programs
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