Extended scheduling options may come in handy for customers looking to set a recurring schedule that extends beyond monthly.
Thanks!
Extended CoPilot Outreach Scheduling Options
Userlevel 6
It can become tricky when users want to send Outreaches twice a year and the ability to select "Yearly" as an option when setting a Recurring Schedule would be beneficial in allowing users to schedule outreaches semi-annually, bi-annually, etc.
Extended scheduling options may come in handy for customers looking to set a recurring schedule that extends beyond monthly.
Thanks!
Extended scheduling options may come in handy for customers looking to set a recurring schedule that extends beyond monthly.
Thanks!
Userlevel 6
Thanks Josh. The feedback makes sense. one of the reasons we haven't done this previously is that in 6 months, one may want to relook and modify the email template. Is this a common use case for you where you'd like to auto schedule that far is advance? thx
Userlevel 2
+1
I second Josh's suggestion, but would like a Quarterly scheduling option in CoPilot.
We use CoPilot to send out notices of expiring credits on a quarterly basis. The email template doesn't typically change for that Outreach. If it did, it's pretty easy to delete the Outreach and reschedule with an updated template.
Thanks!
We use CoPilot to send out notices of expiring credits on a quarterly basis. The email template doesn't typically change for that Outreach. If it did, it's pretty easy to delete the Outreach and reschedule with an updated template.
Thanks!
Reply
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.