Use existing Rules within Advanced Outreaches

  • 5
  • Idea
  • Updated 4 months ago
I would love to be able from within Advanced Outreaches to select rules that I have already configured in the Rules Engine. That way when we have very similar outreaches that vary slightly, I can use the rules engine one in AO and modify as needed to meet this specific outreach needs. I know I can clone AOs, but sometimes I just want the participant selection piece while all the other components are different.
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Marcelo, Champion

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Posted 5 months ago

  • 5
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Matthew Lind, Champion

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I'm right there with Marcelo. Especially with a complex "Bionic-style" query, the ability to cross-utilize between the Rules Engine and Advanced Outreach would be enormous.
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Sai Ram Pulluri, Official Rep

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Hi Marcelo, That's a great idea,re-using will definitely save some time. 

Redirecting this to our product team.

Thanks for posting!
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Faust Belarmino, Champion

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This is a great idea!! We've been "copying" AOs and we ran into a bug with the last AO we did that for... it was because we copied it. Support got it fixed but it screwed up our data and was a HUGE PAIN. So being able to reference just the rules would be great!