CoPilot Follow Up feature pull from the same object of the original PowerList
When I create a follow up powerlist from a CoPilot the follow up list pulls from a completely separate object than what my original powerlist was created from. The reason why I create a powerlist on different objects is to use TAGs to send the emails from those employees and in the signature line. Because the follow up powerlist is on a totally different object I no longer have access to sending a similar template from the same employee to the customer. I am only able to send from the customer or account itself which makes not sense. Doesn't make sense as a customer to get an email from myself to take a survey for a company.
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We're working on addressing this limitation in our documentation, and the product team hears your feedback too. Thanks for posting!
email address but it is not as personalized as the original output. Also how
would I get that global email to show up in the outreach because it is not on
the object that the follow up is created on?
Our intent was to contact by phone only when an email contact is not sufficient, which could be a huge value added benefit to Gainsight, but not dice. Does anyone know a workaround? One that doesn't involve a group email address, since I cannot assign a CTA based off of this info.
Set your follow up email CTA, you have to assign it to a single person within the organization. You can then use the mass edit feature to filter down to this specific CTA, reassign, and select the CSM field. Click and done, all of the CTAs that were previously assigned to the individual are now properly assigned to the correct CSM.
1) export my email logs
2) join relevant contact fields
3) re-upload to MDA
4) create a brand new outreach called "Follow Up - ...."
We are releasing Advanced Outreach i.e. sending email surveys via copilot and (multiple and conditional) follow ups for Spring release of Gainsight. It's slated to come out in last week of May.