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ben
ben
Helper ⭐️⭐️⭐️
October 16, 2017
Solved

How do you capture associated contacts listed in a CTA?

  • October 16, 2017
  • 7 replies
  • 172 views
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! 
    Best answer by heather_hansen
    @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!

    7 replies

    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    October 16, 2017
    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!
      ben
      benAuthor
      Helper ⭐️⭐️⭐️
      October 16, 2017
      Thanks for the nudge! Now I just have to build my first query in AO successfully! 
      -Ben
      tzundelgainsightcom
      tzundelgainsightcom
      Helper ⭐️⭐️
      October 16, 2017
      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
      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      October 16, 2017
      Go Ben -- AO all the way!  
      kelly
      kelly
      Helper ⭐️⭐️⭐️
      July 31, 2019
      @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?

      heather_hansen
      heather_hansenAnswer
      VIP ⭐️⭐️⭐️⭐️⭐️
      July 31, 2019
      @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!

        kelly
        kelly
        Helper ⭐️⭐️⭐️
        July 31, 2019
        Thank you, very helpful!!

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