Hi, I am looking to send an internal email alert when a Sponsor Changes company.
I was hoping to use a program to build this out.
What I am having trouble with is how to build a query that states a change in company as a the indicator for an email.
Does anyone have any advice on how to build this out?
Solved
How to send an email when sponsor changes company
Best answer by dan_ahrens
Hi Tony,
You can also get more information on how to configure this rule via this tutorial: https://support.gainsight.com/View_More_Categories/Sponsor_Tracking/Tutorials/Create_Rule_to_Track_Sponsors
In your example, you'd use the logic in this rule to build a bionic query as a participant source in a Journey Orchestrator program. If you need some help on putting these elements together, your Gainsight Customer Success Manager can help.
You can also get more information on how to configure this rule via this tutorial: https://support.gainsight.com/View_More_Categories/Sponsor_Tracking/Tutorials/Create_Rule_to_Track_Sponsors
In your example, you'd use the logic in this rule to build a bionic query as a participant source in a Journey Orchestrator program. If you need some help on putting these elements together, your Gainsight Customer Success Manager can help.
Hi Tony,
Could you try using following filters from SponsorTrackingHistory object ?
Filters:
SponsorTrackingHistory::ChangedAttribute equals title
SponsorTrackingHistory::Created Date greater or equal Add N Days to Rule Date (-1)
SponsorTrackingHistory::Created Date less than Rule Date
SponsorTrackingHistory::ChangedAttribute equals company
SponsorTrackingHistory::ChangedAttribute equals location
Please let me know if this helps.
Could you try using following filters from SponsorTrackingHistory object ?
Filters:
SponsorTrackingHistory::ChangedAttribute equals title
SponsorTrackingHistory::Created Date greater or equal Add N Days to Rule Date (-1)
SponsorTrackingHistory::Created Date less than Rule Date
SponsorTrackingHistory::ChangedAttribute equals company
SponsorTrackingHistory::ChangedAttribute equals location
Please let me know if this helps.
+2Hi Tony,
You can also get more information on how to configure this rule via this tutorial: https://support.gainsight.com/View_More_Categories/Sponsor_Tracking/Tutorials/Create_Rule_to_Track_Sponsors
In your example, you'd use the logic in this rule to build a bionic query as a participant source in a Journey Orchestrator program. If you need some help on putting these elements together, your Gainsight Customer Success Manager can help.
You can also get more information on how to configure this rule via this tutorial: https://support.gainsight.com/View_More_Categories/Sponsor_Tracking/Tutorials/Create_Rule_to_Track_Sponsors
In your example, you'd use the logic in this rule to build a bionic query as a participant source in a Journey Orchestrator program. If you need some help on putting these elements together, your Gainsight Customer Success Manager can help.
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