We have set up Outreaches in CoPilot that are sent out to users as part of our On-boarding process. For example, we send an Outreach for a new user that was provisioned but hasn't logged in to the platform yet. We have this scheduled to pull in users to the Powerlist that were provisioned 2 days before rule date but have not logged in yet. The issue we are experiencing is that if a user was provisioned on a Friday, the outreach would be expected to be sent on a Sunday. As a company, we'd rather not send out work-related items on weekends so we do not schedule the Outreaches for weekends. This means that by the time Monday rolls around, the user would no longer be on this Powerlist and that 1st reminder email was never sent to the user.
I was wondering if there was a way to set up this up based on Business Days? That way we could have this automatically push the outreach for Monday instead of Sunday. This would allow us to adjust the sequence of emails that go out for On-boarding process (includes Reminder emails to login or Tips/Tricks emails for helpful features of the product).
I do realize that there is the option to schedule the Outreach for 'Every Weekday' (which is what it is set up as). Just not sure how to keep this sort of scheduling but still pull in those users that were left out because 2 days after their provision date fell on a weekend. I am thinking another sort of filter or condition would probably be needed in the Powerlist? Though not entirely sure how to set this up.
Any help is much appreciated!
Best answer by ben
View original
