Editable Exclusion List during Active Program

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  • Updated 2 months ago
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I occasionally build out email campaigns using Programs and leverage the Exclusion list option to opt out contacts. The challenge I face is when the opt-out list is dynamic and I don't have the ability to edit the exclusion list. 

Example use case: 

I am sending out a multi-stage email drip to invite customers to a webinar.
  1. Email 1 goes to contacts
  2. Email 2 goes to contacts that have not registered
Some of these webinars are one off type so we don't have the registration data available in a place that Gainsight can access. This means I'm using a csv export to exclude registered contacts before email #2 goes out. 

Challenge:
Once a program is active, I can't make changes to the participant config. This means I can't remove contacts in between email 1 and 2 without removing them from the participant list one by one.

This has left me with needing to create two separate outreaches which somewhat defeats the purpose of the Program functionality.

Ideal state:

The exclusion list is always editable so I can update the list with new emails in between email 1 and 2. 

Another idea, provide an option to change the participant state in mass. That way I could upload a csv for the additional contacts I'd like to remove.
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J.P. Mehlhaff

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Posted 2 months ago

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Dan Ahrens, Official Rep

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Hi J.P. - if your registration data is accessible to Gainsight, you can add that registration check as part of a Conditional Wait step. More info here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
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J.P. Mehlhaff

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Got it. So I could create an MDA with the registration data and exclude participants that are in that table? 

The calc field will evaluate the criteria at the time the conditional wait occurs so I could update the MDA during the active program.

Am I understanding correctly? 
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Dan Ahrens, Official Rep

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You got it!
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J.P. Mehlhaff

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Thanks for the help!