Unsubscribe users from within Gainsight

  • 5
  • Idea
  • Updated 4 months ago
Hello,

I'm working with a customer who is wanting the ability to unsubscribe their customers from Copilot outreaches.

Currently, the only way to accomplish this is for the email recipient to unsubscribe via the email link.

Is there any future plan to allow users to unsubscribe their customers from Copilot Outreaches via the Gainsight UI?

Thanks
Photo of Tom Gerth

Tom Gerth, Official Rep

  • 3,698 Points 3k badge 2x thumb

Posted 4 months ago

  • 5
Photo of Dan Ahrens

Dan Ahrens, Gainster (employee)

  • 21,004 Points 20k badge 2x thumb
Hey Tom,

You can add an "Unsubscribed from CoPilot" field on the contact and then include that filter in the powerlist/bionic query. Would this work?
Photo of Anand Deshpande

Anand Deshpande

  • 72 Points
Would this apply to current AO campaigns where the powerlist was already input and those on the list will receive conditional follow ups?
Photo of Alex LeGay

Alex LeGay, Employee

  • 5,086 Points 5k badge 2x thumb
Hi Anand,

If someone has already been synced into the AO as a participant, they will not be removed based on the power list criteria being changed but if your participant source sync runs on a schedule than moving forward no one would be pulled in based on this criteria.
Photo of Anand Deshpande

Anand Deshpande

  • 72 Points
That makes sense. So confirming that if we go through the process Dan mentioned for anybody who wants to unsubscribe, we would just need to refresh the powerlist for it to stop any followups in a campaign from going to those newly unsubscribed?
Photo of Alex LeGay

Alex LeGay, Employee

  • 5,086 Points 5k badge 2x thumb
Hi Anand,

The power list can only bring people in as a participant, it cannot take them out. The only way to remove an existing participant would be to knock them off in the participant section.