Can you edit powerlist contacts in a published Advanced Outreach?
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I was contacted by a customer via chat who was wanting to see if it was possible to remove/edit a certain powerlist contact who had contacted him after the advanced outreach was published requesting that they substitute another contact within that company to take the AO survey. Currently there is no way to edit a published AO, you can either pause the AO (but still not edit anything) or stop the AO an move all of the contacts to the end of the workflow. Is there a possibility where we could allow small edits on a paused advanced outreach?
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Essentially, once a contact has entered, you cannot leave until you finish. So I guess its like the octagon? Pretty hardcore if you ask me.
We do have the capability to 'knockoff' participants from running/active Ao. Go to participants table in the AO and you will find the delete icon in each participant table row to 'knockoff' the participant from AO.
If you want to 'knockoff' multiple participants, You need to search them in participant table and delete them manually one by one . We do not have capability to bulk delete.
Thanks,
Vinay
Then I was able to find the contact I wanted to remove. I also note that you can adjust the columns that appear. So I displayed the Deleted column.
I was not however able to find any delete icon for each of the participants listed?
Liam
You need to go to Copilot > Advanced Outreaches and edit the the AO from which you need to delete the participant. Go to participants section in the AO. In the participant table, You will see the delete icon for each participant.
Thanks,
Vinay
One question here, was the participant you tried to delete in Completed or Paused State?
Currently, you will not be able to delete a participant in those two states. We will get this fixed by removing the delete icon in the winter release and it is already existing in our backlog.
For now, you should be able to delete the active participants who are part of the outreach but you dont want to continue in the Advanced Outreach.
Thanks
Abhishek S?
Once , you configure the sources(powerlist,query builder etc.) from which you get the data and sync the participants within Advanced Outreach and publish the outreach, the participants are added into the system and are part of the NPS/CSAT/Email Chain journey.
Now , it does not matter that some of the contacts have been removed from the powerlist post publish of the Advanced Outreach because they are completely different systems.
The ability to knock participants off the advanced outreach is available as mentioned below in Advanced Outreach->Participants screen.
Hope this helps.
Thanks
Abhishek S
Once the participant moves to 'completed' state, He will not get any mails from that AO. We saw the support ticket you raised. There is a problem in that AO configuration, That is the reason all participants moved to 'completed' state after first mail. Our support guys will help you.
Thanks,
Vinay
Please follow this article for more information.