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Sponsor Tracking - Details of changed included in CTA


kristin_f3c469
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We have a rule that creates a CTA when there is a change to a sponsor (Title, Location or Company). The details of the change, ChangedAttribute  NewValue and OldValue are captured in the tracking history. However, I need to include this information on the CTA so the rep know what changed. How can this be done?

7 replies

anthony_sabato_be321d
I put them in the comments section of the CTA using Tokens
Example:
${SponsorTrackingHistory::ChangedAttribute}

kristin_f3c469
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  • January 25, 2016
Thank you....I will do that now!

kristin_f3c469
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  • January 25, 2016
Hmm, I tried to add ${SponsorTrackingHistory::ChangedAttribute} to the Comments field,  but it won't save. If I pick one of the options that appears when I type an "@", it works. For example ${SponsorTrackingHistory::Contact Name}.

I think what I really want is:
${SponsorTrackingHistory::Contact Name},
${SponsorTrackingHistory::ChangedAttribute},
${SponsorTrackingHistory::OldValue},${SponsorTrackingHistory::NewValue}

Using tokens is a new area for me, so any guidance is appreciated.

anthony_sabato_be321d
You are doing it right. @ pulls up the item and then what you get in the comments will show the $. 
You can also do this in the Name of the rule as well.

anthony_sabato_be321d

kristin_f3c469
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  • January 28, 2016
I was having difficulty adding the tags to the Comments for the CTA, so thought I'd share this golden nugget: You have to add the field you want to use as tags to the "Show
Me" section of the rule first!

Thank you Mandy in support!

Kristin

anthony_sabato_be321d
Oh yes that is a must! Good catch!

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