Conversations

Conversations 1 - 20 of 57
Photo of Jackie Toomey
CoPilot Organization- Adding Folders to Power List/Email Template interfaces
We are looking to organize the CoPilot Power Lists, Email Templates, and Outreaches. Right now, it can become very cluttered with so many...
  • 3 me toos
  • 1 reply
  • Idea
  • Planned
Photo of Britton Walker
Change the size of reports in copilot emails
Can I adjust the size of the report image in a copilot email? We are sending out a usage email to our clients that should include the 1...
  • 2 me toos
  • 1 reply
  • Question
  • Acknowledged
Photo of Spencer Engel
Searching for the easiest way to report on who sends email assist tasks
I have a customer who wants to create a C360 report on recent emails sent - most of which are via Email Assist. They have multiple people...
  • 2 me toos
  • 5 replies
  • Question
Photo of Steve Davis
Ability to "Null Check" In Email Varients
I have a customer that would like to "null check" a text field and use that to dictate a variant be used. There are a lot of filter optio...
  • 3 me toos
  • 0 replies
  • Idea
Photo of Drew H
No Scheduler for Publishing Advanced Outreach
Currently, there isn't a way to set up a Publish time/date for a one-time Advanced Outreach that must be started at a specific time/date....
  • 10 me toos
  • 4 replies
  • Problem
Photo of Scotty
Develop standards and style guide for platform terms
Throughout the platform there are little differences in terms for things that suggest there is no style guide or standards for the way th...
  • 8 me toos
  • 3 replies
  • Problem
Photo of Jahnavi
Advanced outreach participants refresh
Can the  participants in an Advanced outreach be called every 2 hours? I could only schedule once a day
  • 7 me toos
  • 4 replies
  • Problem
  • In Progress
Photo of Heather Hansen
Rule Help: Reset Count Field with new year
We're in the process of implementing some tiered service for our Success accounts.  In doing so, I've built out fields on Customer Info t...
  • 1 me too
  • 1 reply
  • Question
  • Acknowledged
Photo of Tony Tao
How to best track average onboarding time?
I have milestones that are automatically created once a CTA closes. How can I track the difference in number of days between two mileston...
  • 4 me toos
  • 2 replies
  • Question
Photo of Marie
Share your Feedback on a new name for Advanced Outreach!
With the upcoming Winter Release, we are introducing the ability to Create & Close a Call-to-Action in a CoPilot Advanced Outreach. Now,...
  • 2 me toos
  • 6 replies
  • Question
Photo of Heather Hansen
Updates to Playbooks
A lot of our processes are still in flux, so we're constantly making updates to playbooks and success plan templates. It would be great ...
  • 21 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Sagan Sherlin
Question. How are you using Gainsight to track multiple departments that touch an account? And then report on them?
When an account comes on board with us, it can be touched by up to several departments - depending on the account.  As we start to bring ...
  • 4 me toos
  • 2 replies
  • Question
Photo of Devin Stevens
Ability to add email tasks to already active playbooks
It would be helpful to be able to manually add an email task to a CTA and playbook already in action. Today email assist tasks can only ...
  • 9 me toos
  • 4 replies
  • Idea
  • Planned
Photo of Will Ritchie
Pull a report for all 'Skipped' emails in a CoPilot Outreach
We pushed out an outreach this morning, and there were quite a few bounces and skipped emails: I'd like to create a report that lists ...
  • 5 me toos
  • 6 replies
  • Question
  • Acknowledged
Photo of Seth
Salvage a report with a deleted field
When a field is deleted, but is used in a report, then the report errors out, but the field is no longer visible in the interface, so the...
  • 4 me toos
  • 1 reply
  • Problem
  • Acknowledged
Photo of Zach Davis
Create Query for Advanced Outreach from Bionic Rule
I am assuming we are using the same framework for the Advanced Outreach Query builder that is being used for Bionic Rules, it would be ni...
  • 9 me toos
  • 2 replies
  • Idea
Photo of Scotty
The UI on linking fields to email tokens is a real pain.
It would be awesome if this experience wasn't iframed, but it's own page. This is especially annoying when I have lots of tokens to map, ...
  • 4 me toos
  • 0 replies
  • Problem
Photo of Ben
What is the date field in MDA for when an email was sent to a participate from the AO?
I am trying to setup my own reporting for Response Rates and am hitting some struggles. I can see if an email was sent, when it was respo...
  • 2 me toos
  • 3 replies
  • Problem
  • Solved
Photo of Elizabeth Adams
Large Number of Bounces - Any Field that Shows Why?
A recent send had an astonishingly large number of bounces. Any reporting field that would help me understand what may be happening?
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Britton Walker
More in-depth training on Advanced Outreaches
Advanced outreaches are going to revolutionize a lot of our processes here, and I am excited about it. However, I'm not excited about how...
  • 5 me toos
  • 4 replies
  • Question
  • Answered