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Owner Field options not populating in Rule to create CTA

  • March 9, 2021
  • 3 replies
  • 158 views
V

I’m creating aJourney Orchestrator to send a CSAT post onboarding to our customers. At the end of the journey, I’ve created a CTA to let onboarding managers to send manually the CSAT if customers did not respond. 
I’ve an issue with the owner field of the CTA: nothing is populated. I can’t select anything. 

Can you help me with this? 
Thank you

Best answer by heather_hansen

@Victoria V  Are you using a query to determine who to send the survey to?  If so, do you have the Onboarding Manager somewhere in that query?  You’ll need the field that contains an ID associated with that person (either SFDC or GS), and then, you should be able to select that person as the owner of the CTA.  You’ll want to either add it as the User ID in the field mapping or add it as a custom field. 

3 replies

heather_hansen
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  • heather_hansen
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  • Answer
  • March 9, 2021

@Victoria V  Are you using a query to determine who to send the survey to?  If so, do you have the Onboarding Manager somewhere in that query?  You’ll need the field that contains an ID associated with that person (either SFDC or GS), and then, you should be able to select that person as the owner of the CTA.  You’ll want to either add it as the User ID in the field mapping or add it as a custom field. 

sai_ram
waynedilworth
sai_ram
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  • sai_ram
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  • March 11, 2021

@Victoria V  Are you using a query to determine who to send the survey to?  If so, do you have the Onboarding Manager somewhere in that query?  You’ll need the field that contains an ID associated with that person (either SFDC or GS), and then, you should be able to select that person as the owner of the CTA.  You’ll want to either add it as the User ID in the field mapping or add it as a custom field. 

@Victoria V did you get a chance to view the comments here?

sai_ram
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  • sai_ram
  • Expert ⭐️⭐️
  • March 25, 2021

@Victoria V did you get a chance to view the comments here?

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