Use Bionic Rules to create a PowerList

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  • Updated 1 year ago
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We are exploring the use of a bionic rule to create a more targeted Power List in CoPilot that leverages multiple data sources pulled together. While we could push it to an MDA table and then create a PowerList, it's an added step that is not needed as we do not need to historically keep track of this information in its own table. Having the ability to simply 'push' results to a Power List would be a huge time saver.
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Samantha Braastad, Champion

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Posted 1 year ago

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Denise Stokowski, Official Rep

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Advanced Outreach is starting to use this model of building your participants via bionic rule process.  The current functionality is targeted to survey use cases but in our upcoming release, we will be adding an email drip (one or more) option.  Would this fit your use case Samantha?
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Samantha Braastad, Champion

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Hi Denise,

Thank you for your response. Yes, if we are able to combine multiple data sources to generate a power list in advance outreach and can do 'campaigns' that are all email based, that would solve for this need. 
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Dan Ahrens, Official Rep

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Hi Samantha,

You can add participants to an Advanced Outreach via multiple methods - CSV, Powerlist and new methods of Event and Query (bionic rule). Check it out: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...