Solved

Copilot powerlist able to target specific contacts from multiple accounts?

  • 3 December 2015
  • 4 replies
  • 53 views

Does copilot allow a powerlist to be built that targets specific  contacts from multiple accounts? We need to do a survey send to target specific contacts from multiple accounts. Would this be setting criteria by name? Is there a limit? Better to create multiple powerlists to support this? 
icon

Best answer by steve_davis 25 May 2016, 21:42

View original

4 replies

Badge +3
When you say specific contacts, are you referring to a specific list of names/emails?  Something like - let me import a list of names/contacts/emails as a PowerList and send via Copilot.
Hi. Yes. Could be an import as we have a list. However these are already SFDC contacts we have.
Userlevel 5
Badge +2
Katie,



Is this still something you are struggling with? I got word that uploading a .csv will be an option coming to powerlists sometime in the future. If you don't require help on this please let me know so I can Close out this thread. 
 I am struggling with creating a Power List due to our SFDC complexities.  If we could import a CSV as a Power List it would be a great work around.  Is this a feature on the roadmap?

Reply