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ky_powell
ky_powell
Contributor ⭐️⭐️⭐️⭐️⭐️
February 21, 2018
Solved

If I attempt to create the same CTA for the same contact, will it not create a duplicate in Cockpit?

  • February 21, 2018
  • 2 replies
  • 113 views
If I happen to fire the same CTA for the same contact, will Gainsight stop it from creating a duplicate CTA or will it know that one already exists?
    Best answer by seth
    Hi Ky,
    The way to prevent duplicate CTAs would be to include the contact email address (or ID or whatever) as a token in the CTA Name, and then use the "Include in identifiers" checkbox. The only things Gainsight uses to prevent CTA duplication via a Rule are CTA Name (if you check that checkbox), Account Name, CTA Type, and CTA Reason.

    2 replies

    seth
    sethAnswer
    Expert ⭐️
    February 21, 2018
    Hi Ky,
    The way to prevent duplicate CTAs would be to include the contact email address (or ID or whatever) as a token in the CTA Name, and then use the "Include in identifiers" checkbox. The only things Gainsight uses to prevent CTA duplication via a Rule are CTA Name (if you check that checkbox), Account Name, CTA Type, and CTA Reason.
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      brittani_martin
      brittani_martin
      Contributor ⭐️⭐️
      May 21, 2018
      Is there a way to prevent this for closed CTAs that have closed within a specific time frame, like School Start Date and School End Date for example?
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