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matthew_lind
matthew_lind
VIP ⭐️⭐️⭐️⭐️⭐️
March 18, 2016
Question

Sponsor Tracking - Set CTA when # of Contacts Tracked is 0

  • March 18, 2016
  • 2 replies
  • 87 views
Has anyone successfully written a report or built a CTA to fire when the Number of Contacts tracked in Sponsor Tracking is 0? We haven't solved for this one yet, mainly because Gainsight (and a lot of force.com, for that matter) cannot detect the absence of something.

My leadership team wants to see how many customers have 0 tracked contacts, and then to fire a CTA when this occurs so it can be remediated.

      2 replies

      marie
      marie
      Gainsight Employee ⭐️⭐️
      March 18, 2016
      You'll just need one new field on CustomerInfo and two rules. The field can be called '# of sponsors tracked' or something along those lines.

      Your rule will count the # of records in the 'SponsorTracking' object (by doing a COUNT on ID) and then you can map that value into CustomerInfo.

      Then you can use that value on CustomerInfo to create your CTA rule. 

      One thing to note: If for some reason you had Sponsors tracked and then all of the Sponsors became untracked (so you had a value but now you have null) then your value will persist in CustomerInfo (because there's nothing to overwrite the value). So you may want to consider adding  a rule that resets all the CustomerInfo values to 0 before running the rule described above.
        smorrisgainsightcom
        smorrisgainsightcom
        Helper ⭐️⭐️⭐️
        March 18, 2016
        This tutorial should help guide you through Marie's suggestion.

        https://support.gainsight.com/hc/en-us/articles/212870667-Tutorial-Identifying-Accounts-Without-Spon...
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