Curious what the best approach to this would be.
We occasionally get requests to send additional copies of a survey to additional users. (ie. one user at a company gets the survey, asks his co-workers if they got it. They were excluded from the sending criteria for some reason, but ask to be sent a survey so they can also participate.)
We're getting ready to launch a new NPS survey from Gainsight, using an Advanced Outreach, and I know that you can't edit the participant source after the outreach is activated, but I'm wondering if I can plan ahead and add a second participant source. Our current source is a Query Builder. Could I add a second source that's a Powerlist looking at Salesforce Contacts, but is filtered to come up blank? Then when I need to send a one-off copy of the survey, I could edit the powerlist to add "email address = new@participant" and include them temporarily?
Will that work? Or is there something easier that I'm not thinking of? The other alternative, I suppose, is to clone the outreach each time there's a one-off.
We occasionally get requests to send additional copies of a survey to additional users. (ie. one user at a company gets the survey, asks his co-workers if they got it. They were excluded from the sending criteria for some reason, but ask to be sent a survey so they can also participate.)
We're getting ready to launch a new NPS survey from Gainsight, using an Advanced Outreach, and I know that you can't edit the participant source after the outreach is activated, but I'm wondering if I can plan ahead and add a second participant source. Our current source is a Query Builder. Could I add a second source that's a Powerlist looking at Salesforce Contacts, but is filtered to come up blank? Then when I need to send a one-off copy of the survey, I could edit the powerlist to add "email address = new@participant" and include them temporarily?
Will that work? Or is there something easier that I'm not thinking of? The other alternative, I suppose, is to clone the outreach each time there's a one-off.