While a program is active, if a contact or its account no longer meet the criteria set for the power list, automatically remove them from the list. Currently the only options are to keep the power list as is, or automatically add new participants that meet the criteria after the program is started. If the list can check for additions, it should also be able to check for removals.
We would like to have a way to automatically remove. During an NPS survey via Journey Orchestrator, we had reminder emails going out to a client whose contract expired just after the program started. There was no option for the power list to know that they no longer met the criteria and should be removed.
The only way to remove them currently is by manual effort (knocking off), which requires the CSM to notifiy an admin that they need removed from the power list. It would be much more efficient, and less prone to human error/forgetfulness if the list was able to check for this automatically.
Auto-remove power list participants no longer meeting criteria during the program
None
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
We want to use JO to send out surveys on an annual schedule according to a client's subscription start date, which can be done with the recurring option - awesome! But... the program can't remove people in the power list if they're no longer the correct contact, or if they churn, so we'd have to be constantly removing recipients to prevent them from receiving future surveys.