Autoclose CTA from Rule engine

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I am unable to create an action(Call to Action) in a dataset created from Call to action object. So the rules engine is not working. Can someone please help me how we can bulk close CTAs through rules engine.

heather_hansenAnswer

VIP ⭐️⭐️⭐️⭐️⭐️

@Aniket Deolikar what do you have included in your dataset? You’ll need the CTA GSID and potentially the Company GSID for the Call to Action option to appear.

heather_hansenAnswer

VIP ⭐️⭐️⭐️⭐️⭐️

@Aniket Deolikar what do you have included in your dataset? You’ll need the CTA GSID and potentially the Company GSID for the Call to Action option to appear.

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Y

Yogita

Gainsight Employee ⭐️

Hi @Aniket Deolikar

You’ll have to include Company GSID and CTA GSID if you’re trying to close CTAs via Rules Engine. You can refer to this support article.
You can also use Mass Edit feature to close CTAs in bulk.

Hope this helps!

Best,
Yogita

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Aniket DeolikarAuthor

Contributor ⭐️

I was using data setup wrong it seems, I was selecting prepare dataset and there I was unable to see the “CTA” in Action Setup. Thanks everyone who shared feedback.

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