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

  • 21 February 2018
  • 2 replies

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 21 February 2018, 21:22

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Userlevel 7
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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.
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?