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Autoclose CTA from Rule engine

  • April 8, 2026
  • 3 replies
  • 39 views

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.

 

 

Best answer by heather_hansen

@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.

3 replies

heather_hansen
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  • Answer
  • April 8, 2026

@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.


  • Gainsight Employee ⭐️
  • April 10, 2026

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


  • Author
  • Contributor ⭐️
  • April 10, 2026

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.