Our sponsor tracking rule isn't working and I can't figure out what the logic should be. Can you share the logic behind what the standard rule is or was supposed to be? I inherited the system and am not sure what, if anything, changed and we are missing a lot of updates to sponsors.
I checked here already and the "setup rule" screen shot isn't displayed, which is the one I need.
https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...
Thank you!
+7There are two standard Sponsor Tracking Rules:
- Sponsor Updated: https://cl.ly/1F0d2P0r0509 (ignore filter "D" there; I think I added that)
- Tracked Contact Deleted: https://cl.ly/0j0J021d270D
Good luck!
- Sponsor Updated: https://cl.ly/1F0d2P0r0509 (ignore filter "D" there; I think I added that)
- Tracked Contact Deleted: https://cl.ly/0j0J021d270D
Good luck!
Thank you Seth!
+2Hi Kara,
Don't forget to check out the Gainsight Vault for this and other examples of pre-built rules, reports, surveys, playbooks and email templates.
This specific rule can be downloaded via: https://jbcxm.na7.visual.force.com/apex/vault?id=cf7huqk9dni45ie0cbd2c2w7c
And you can browse the entire list of current Vault assets (organized by type) here: https://docs.google.com/spreadsheets/d/10ULf1gmKulohdyhoAcEoTNaWfKtWrhGlwgRLxXGGP7g/edit#gid=1264429...
Don't forget to check out the Gainsight Vault for this and other examples of pre-built rules, reports, surveys, playbooks and email templates.
This specific rule can be downloaded via: https://jbcxm.na7.visual.force.com/apex/vault?id=cf7huqk9dni45ie0cbd2c2w7c
And you can browse the entire list of current Vault assets (organized by type) here: https://docs.google.com/spreadsheets/d/10ULf1gmKulohdyhoAcEoTNaWfKtWrhGlwgRLxXGGP7g/edit#gid=1264429...
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