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Sending an email 'once in lifetime' in CoPilot

  • 13 January 2016
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joseph_siudzinski
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In CoPilot outreaches we have the ability to check the box to only send once to contact throughout their lifetime.  What is the criteria for this to take affect?  



If I have it checked and send an email, does it only honor the 'once in a lifetime' criteria if the email template content and all power list filtering are unchanged? or, Do the power list and email template run off of some sort of ID on the backend and as long you do not select a whole new power list and/or whole new template, does it honor the 'only send once' checkbox?
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Best answer by sundar 19 January 2016, 13:46

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devin_stevens
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Would be good to have a confirmation from Engi/Product but here's what I've found...



-honors it based on Outreach. A change to template and/or powerlist would have no affect - still only 1 send in a lifetime per outreach.

-it does not honor in a single batch run. However, this should not currently be an issue with the recent changes to duplicate email addresses - but may be important in later releases if duplicate logic in powerlists is changed.
dstokowski
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Also saw that a customer posted that when they changed the name of the Outreach it seemed to invalidate/start over with this setting.  Product - Can we get confirmation on whether the name is the ID used or there is a "backend" ID that will remain unchanged even if the name of the Outreach is changed?



On Devin's second scenario - would this be an issue in this scenario - the first run of a new outreach the customer decides to run manually to validate that all goes well.  Then, they schedule it - in that case, would "once in a lifetime" not respect that first manual run?



Best practice design - never use a Name as the primary ID 🙂 especially when you give user ability to modify it.  With that said, allowing user to modify it is really valuable - at Marketo, we initially did not and it was literally the #1 most requested capability (by a long shot) in the Community until it was modifiable.
sundar
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Devin's comments are valid and to top that within a single batch run too if the email addresses are duplicated within one account, only one email would be sent. If the same email address is present across two account then two emails would be sent.

Denise, Changing the name should not alter this setting!! We tried to reproduce it in local env and we were unable to do. It will be considered as a serious bug if it happens.



Bottomline -- Outreach ID is the one tied with this setting. Email template or powerlist is irrelevant to this setting so is manual and scheduled run too. Duplicate email addresses within an account will be handled and only one email would go. 

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