EMEA Admin Office Hours(Tuesday session) - 18/06/2024

  • 17 June 2024
  • 2 replies
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This thread is for the Admin Office Hours session for Tuesday June 18th,2024. Submit your questions to this thread and we'll address them during our session at 10-11:30AM UK Time

There is no need to register for the sessions anymore.

 

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https://gainsight.zoom.us/j/99150084271?pwd=QmozQkpNSm1rMDZPYk1mZGE0NHhKUT09

Meeting ID: 991 5008 4271
Password: 931784
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2 replies

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Good morning. Our Customer Success Department is requesting the creation of a CTA based on account status change. The CTA should be triggered when the Account Success Type field is updated to a new value. Can Rules take action based on the field value changes i.e. Rotational to Focused Account? 

Thank you

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Hi. Our Customer Success department also wanted an email sent if a field value is updated. I found guidance related to a CTA task triggering an email but not a rule. Can rules send emails based on the requirement? Thank you for all your assistance. 

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