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kristin_f3c469
Contributor ⭐️⭐️⭐️⭐️⭐️
January 25, 2016
Question

Sponsor Tracking - Details of changed included in CTA

  • January 25, 2016
  • 7 replies
  • 112 views
We have a rule that creates a CTA when there is a change to a sponsor (Title, Location or Company). The details of the change, ChangedAttribute  NewValue and OldValue are captured in the tracking history. However, I need to include this information on the CTA so the rep know what changed. How can this be done?

    7 replies

    anthony_sabato_be321d
    Contributor ⭐️⭐️⭐️
    January 25, 2016
    I put them in the comments section of the CTA using Tokens
    Example:
    ${SponsorTrackingHistory::ChangedAttribute}
    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 25, 2016
    Thank you....I will do that now!
    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 25, 2016
    Hmm, I tried to add ${SponsorTrackingHistory::ChangedAttribute} to the Comments field,  but it won't save. If I pick one of the options that appears when I type an "@", it works. For example ${SponsorTrackingHistory::Contact Name}.

    I think what I really want is:
    ${SponsorTrackingHistory::Contact Name},
    ${SponsorTrackingHistory::ChangedAttribute},
    ${SponsorTrackingHistory::OldValue},${SponsorTrackingHistory::NewValue}

    Using tokens is a new area for me, so any guidance is appreciated.
    anthony_sabato_be321d
    Contributor ⭐️⭐️⭐️
    January 25, 2016
    You are doing it right. @ pulls up the item and then what you get in the comments will show the $. 
    You can also do this in the Name of the rule as well.
    anthony_sabato_be321d
    Contributor ⭐️⭐️⭐️
    January 25, 2016
    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 28, 2016
    I was having difficulty adding the tags to the Comments for the CTA, so thought I'd share this golden nugget: You have to add the field you want to use as tags to the "Show
    Me" section of the rule first!

    Thank you Mandy in support!

    Kristin
    anthony_sabato_be321d
    Contributor ⭐️⭐️⭐️
    January 28, 2016
    Oh yes that is a must! Good catch!