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ben
ben
Helper ⭐️⭐️⭐️
Oct 16, 2017 6:26 PM UTC
Solved

How do you capture associated contacts listed in a CTA?

We are looking to do a Post EBR survey and specifically target the contacts listed as "Contacts" that were associated to the EBR CTA. I am sure this data lives somewhere, but not seeing it on the native "Call to Action" object.

Thanks for everyone's help! 
    heather_hansen
    heather_hansenAnswer
    VIP ⭐️⭐️⭐️⭐️⭐️
    Jul 31, 2019 6:12 PM UTC
    @kelly I actually created a data space to combine the Associated Record with the CTA so that I could access everything in one place. So, start with the Associated Record, and then, you can add data from the CTA and from the Contact. So, I'm using the CTA Closed Date to drive the survey. Then, I have a normal outreach set up to point to that data space and grab the necessary info. Hope that helps! Let me know if you need more info!

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    7 replies

    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    Oct 16, 2017 6:28 PM UTC
    Hi Ben,

    It's on the Associated Record.  We're doing the same thing, so let me know if I can help with anything else!
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      ben
      benAuthor
      Helper ⭐️⭐️⭐️
      Oct 16, 2017 8:06 PM UTC
      Thanks for the nudge! Now I just have to build my first query in AO successfully! 
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      -Ben
      tzundelgainsightcom
      tzundelgainsightcom
      Helper ⭐️⭐️
      Oct 16, 2017 8:39 PM UTC
      Heather, thanks for jumping in so quickly to share your solution and offer to help!! This is why I love Community (and our customers!) so much.

      Tracy
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      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      Oct 16, 2017 9:08 PM UTC
      Go Ben -- AO all the way!  
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      kelly
      kelly
      Helper ⭐️⭐️⭐️
      Jul 31, 2019 3:58 PM UTC
      @heather_hansen - is this a process you're still utilizing? I'd like to query contacts associated to a CTA on closure, however AssociatedRecord doesn't have closure date (only last modified) and contact ID, no contact fields such as name, email etc.

      Are you having to pull on multiple datasets and merge?

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      heather_hansen
      heather_hansenAnswer
      VIP ⭐️⭐️⭐️⭐️⭐️
      Jul 31, 2019 6:12 PM UTC
      @kelly I actually created a data space to combine the Associated Record with the CTA so that I could access everything in one place. So, start with the Associated Record, and then, you can add data from the CTA and from the Contact. So, I'm using the CTA Closed Date to drive the survey. Then, I have a normal outreach set up to point to that data space and grab the necessary info. Hope that helps! Let me know if you need more info!

      Translate
        kelly
        kelly
        Helper ⭐️⭐️⭐️
        Jul 31, 2019 6:24 PM UTC
        Thank you, very helpful!!

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