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Question

Getting CTA Alerts but see no CTAs in "My CTAs"

  • November 27, 2023
  • 2 replies
  • 33 views
ericbmuller

New GS Admin here, hoping someone can point me to the source of my challenge…

I am receiving an alert for No New/Next QBR Dates CTAs, which is a CTA we created for deployment, however, I am the GS Admin, not a CSM, and it appears that I am the default contact if the account doesn’t have a named CSM assigned.

My challenge? where does one set a default contact in a CTA, so I can correct this? I can’t find it in the rules engine. Any ideas? Thanks in advance for your knowledge and consideration!

Eric

Eric
revathimenon

2 replies

H
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  • Harika Singadi
  • Helper ⭐️⭐️
  • November 27, 2023

@ericbmuller  In the rule engines, You can find the default owner option  in the

 “Action step” in the rule that triggers  the CTA’s mentioned above

matthew_lind
alizee
revathimenon
matthew_lind
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  • matthew_lind
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • November 29, 2023

@Harika Singadi is right on.

Note also, that very same Default Owner can also appear in CTAs created within Journey Orchestrator / Digital Journey Programs. Different source, but same principle.

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