Send survey on a regular basis after initial send

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  • Updated 8 months ago
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We want to schedule a survey to send out initially based on a date field ("Training Date Completed") in Salesforce, and then every 3 months after that. So for example, if the "Training Date Completed" is 1/1/2018 on an account, it would send a survey that day, and then every 3 months after that (4/1/18, 7/18, 10/1/18, etc). I know how to set it up the initial powerlist, but is there anyway within Gainsight to schedule the ongoing ones?

I think a workaround would be to add a "Next Survey Date" in Salesforce, and then use workflow every 3 months to update that date, and build a powerlist off that. But I'd rather do it strictly within Gainsight if possible.
Photo of Margaret Fleischaker

Posted 8 months ago

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Photo of Meenal Shukla

Meenal Shukla, Employee

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Hey Margaret,

I would suggest using Advanced Outreach - Generic Email chain to set up the survey cadence.
https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...