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.
Question
Sponsor Tracking - Set CTA when # of Contacts Tracked is 0
+11
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.
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.
This tutorial should help guide you through Marie's suggestion.
https://support.gainsight.com/hc/en-us/articles/212870667-Tutorial-Identifying-Accounts-Without-Spon...
https://support.gainsight.com/hc/en-us/articles/212870667-Tutorial-Identifying-Accounts-Without-Spon...
1 person likes this
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.