Conversations

Photo of Dan Wiegert
Can you edit powerlist contacts in a published Advanced Outreach?
 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 cont...
  • 5 me toos
  • 9 replies
  • Idea
  • Implemented
Photo of Calvin Multanen
Multi-Lingual Inline Survey Questions
Is it currently possible to change the language of an inline survey question in an Advanced Outreach? We want to send out the same NPS su...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of David Narunsky
Managing Opt Out for Multiple Campaigns
Is there a way to manage opt-out for different types of campaigns? Ideally, we'd love something that allows us to set a type for each ca...
  • 5 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Ben
Why can't Opt-Out Language be non-Default for emails marked as "Operational"?
I am working on a global outreach that includes both French and English speaking customers. This email is operational in nature. I usuall...
  • 1 me too
  • 1 reply
  • Problem
  • Not a Problem
Photo of Ben
Update "Manage your subscription preferences here" text in Advanced Outreaches
I am working on our 2018 global survey program and am hitting a snag. A big emphasis for us this year is localization (i.e. receiving com...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Adam Ziolkowski
Add Attachments to Outreaches
Currently, the only way to add an attachment (that I know of) is at the Template level.  It would be valuable to add specific attachments...
  • 2 me toos
  • 7 replies
  • Idea
  • Not Planned
Photo of Dan Wiegert
adding an image description into a copilot email template
I am posting this for a customer in regards to ticket 33575. The customer is trying to add an image description into an email template so...
  • 3 me toos
  • 2 replies
  • Problem
  • In Progress
Photo of Ky Powell
Be able to preview an email in an outreach without having to have contacts present
Right now when creating an outreach you are unable to preview an email unless there are associated contacts in the power list. Many times...
  • 2 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Lane H
Using Variant Emails in Advanced Outreaches
I have a customer who was sending NPS via Advanced Outreach. They had different variant emails based on language. When they sent the surv...
  • 7 me toos
  • 3 replies
  • Question
  • Answered
Photo of Denim
Mapped Tokens to fill in a URL
The customers I work with each have a unique URL to login to use our product. I tried to use a tag/mapped token that would essentially pu...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Ben
Anyone else seeing CoPilot add multiple unnecessary decimal places to numerical variables?
We cloned an existing, working email template in CoPilot for a special project. The template itself contains a numerical value, which is ...
  • 2 me toos
  • 3 replies
  • Problem
  • Acknowledged
Photo of Will Ritchie
How do you add a background image in the HTML editor in CoPilot?
I tried to paste in some HTML from a different editor, but it turned <td background="https://cdn2.hubspot.net/hubfs/215600/Analytics_web...
  • 2 me toos
  • 1 reply
  • Question
  • Acknowledged
Photo of Denise Griffin
How to change font of a token in Copilot templates (e.g., First Name)?
When I test an outreach, the text produced from the "First Name" token is bigger than the text in the rest of template.  I can't find a w...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Bruno Giacomelli
Batch of suggestions to Copilot
Hi all, I've been keeping notes of every issue I've found in Gainsight in the last days. Thought about how to share them and instead of ...
  • 3 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Dan Ahrens
More detail on how unsubscribed contacts are handled by CoPilot
Hi, I'm asking this on behalf of a customer who wants to understand a little bit more clearly how CoPilot manages contacts who have previ...
  • 2 me toos
  • 4 replies
  • Question
  • Answered
Photo of Kristin
Sponsor Tracking Visible within Salesforce
The general idea is to make the status of Sponsor Tracking visible on the Contact record for reporting and use within Co-Pilot filtering....
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Ben
How do you remove an email attachment form a copilot email template?
I have a series of follow-up emails that get sent to customers regarding an online training session series. I have all the follow-ups wri...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of M L Kuan
copilot as a tab instead embedded in cockpit
Hi There, It will be great and time saver if Copilot has it own tab. We use it so often that it is such a pain to navigate through the co...
  • 6 me toos
  • 1 reply
  • Idea
  • Implemented