This tutorial helps you understand how to configure rules:

  • for creating CTAs whenever there is a change in company, location, or title of a sponsor for a relationship.
  • for creating CTAs that prompts you to delete sponsors if a contact is deleted.

Note: From November 2016 onward, Gainsight no longer provides Sponsor Tracking Rules for Relationships automatically. Admins must create rules manually for tracking Sponsor related changes, such as Title, Location, and Company.

This tutorial explains how to configure:

  • Rule for creating CTAs when there is a change in sponsor attributes.
  • Rule for creating CTAs that prompts you to delete a sponsor if the sponsor is deleted from SponsorTracking::Contact or SponsorTracking::RelationshipContact.

See Also:

Assumptions

  • Relationship Type name “PaaS” (Platform as a Service) is already present.

Rule for Tracking Sponsor Attribute Changes

To create a rule for sponsor tracking that triggers a CTA whenever there is a change in sponsor attributes:

  1. Under Edit Rule, enter or select the following details:
    • Rule Type: Select Custom.
    • Rule For: Select Relationship.
    • Rule Name: Enter the rule name. For example. Standard Sponsor Tracking Rule for PaaS.
    • Relationship Type: Select the Relationship Type. For example, PaaS.
    • Description: Enter description, if any.
  1. Click NEXT.
  2. Under Setup Rule, drag-and-drop the following fields from the

RelationshipSponsorTrackingHistory object in the Show section:

  • RelationshipSponsorTrackingHistory::Relationship (This field will be available by default)
  • RelationshipSponsorTrackingHistory::Relationship Name
  • RelationshipSponsorTrackingHistory::ChangedAttribute
  • RelationshipSponsorTrackingHistory::NewValue
  • RelationshipSponsorTrackingHistory::PreviousValue
  • RelationshipSponsorTrackingHistory::Contact Name
  1. Drag-and-drop the following fields in the Filters section.
    • GS Relationship::Relationship Type (This field and its value are available by default after you select the relationship type in step 1.)
    • RelationshipSponsorTrackingHistory::ChangedAttribute - equals - company.
    • RelationshipSponsorTrackingHistory::ChangedAttribute | equals | location.
    • RelationshipSponsorTrackingHistory::ChangedAttribute | equals | title.
    • RelationshipSponsorTrackingHistory::Created Date | greater or equal | Add N Days to Rule Date | -1.
    • RelationshipSponsorTrackingHistory::Created Date | less than | Rule Date.
  1. Modify the Advanced Logic to A AND (B OR C OR D) AND E AND F.
  1. Click NEXT.
  2. Under Setup Action, enter or select the following details:
    • Action Type: select Call To Action.
    • Priority: select High.
    • Type: select Risk.
    • Status: select New.
    • Playbook: select a playbook if you already have one for sponsor tracking related changes.
    • Reason: select Sponsor Change.
    • Owner Field: select the owner for the CTA being created.
    • Due Date: Run Date + 5 Days.
    • Default Owner: enter a default owner.
  • Post update to chatter: select Always.
  • Post update to comments: select Once.
  • Comments: enter <${RelationshipSponsorTrackingHistory::Contact Name}> has changed <${RelationshipSponsorTrackingHistory::ChangedAttribute}> from <${RelationshipSponsorTrackingHistory::PreviousValue}> to <${RelationshipSponsorTrackingHistory::NewValue}>.

Note: Type @ to see the token values for Comments.

  1. Click SAVE.

Rule for Tracking Sponsors to be Deleted

Similar to Rule for Tracking Sponsor Attribute Changes, you can configure a rule for tracking sponsors that are to be deleted.

  1. Under Setup Rule, drag-and-drop the following fields in the Show section.
    • SponsorTracking::GSRelationship (This field is available by default as you select the relationship type while creating the rule)
    • SponsorTracking::SponsorFullName
    • SponsorTracking::Account
    • SponsorTracking::GSRelationshipName
    • Account::Created By ID Name
    • SponsorTracking::Account Name
  1. Drag-and-drop the following fields in the Filters section:
    • GS Relationship::Relationship Type. (This field is available by default after you select the relationship type while configuring the rule.)
    • SponsorTracking::Contact | equals | NULL.
    • SponsorTracking::Last Modified Date | greater or equal | Add N Days to Rule Date | -1.
    • SponsorTracking::RelationshipContact | equals | NULL.
  1. Modify the Advanced Logic to A AND C AND (B OR D).
  1. Click NEXT.
  2. Under Setup Action, enter or select the following details:
    • Action Type: select Call To Action.
    • Priority: select High.
    • Type: select Risk.
    • Status: select New.
    • Playbook: select a playbook if you already have one for sponsor tracking related changes.
    • Reason: select Sponsor Change.
    • Owner Field: select the owner for the CTA being created.
    • Due Date: Run Date + 1 Days.
    • Default Owner: enter a default owner.
  • Post update to chatter: select Always.
  • Post update to comments: select Once.
  • Comments: enter The contact <${SponsorTracking::SponsorFullName}> of Relationship <${SponsorTracking::GSRelationship Name}> has been deleted.

Note: Type @ to see the token values for Comments.

  1. Click SAVE.