Create Query for Advanced Outreach from Bionic Rule
None
I am assuming we are using the same framework for the Advanced Outreach Query builder that is being used for Bionic Rules, it would be nice if we could create a query for AO by selecting a Bionic Rule. I have a few scenarios where I'm creating an AO and a CTA with the exact same data set. It would be nice to copy the data set from the Bionic Rule to save time.
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The use case for export you shared is on the top of our list. We will share details soon regarding its availability
Thanks
Abhishek S
Did you get to see the Failed Participants tab newly introduced this release? It shows the list of participants which did not make it into the AO along with the failed reason as well. Please check the release notes here for more details - https://support.gainsight.com/Release_Notes/Current_Release_Notes/07Release_Notes_Version_5.16_July_...
Do let me know if that helps meet your use case.
Thanks
Abhishek S
So I build the same query 4 times (QA Rules engine, QA Program, Prod Rules Engine, Prod Program). Any changes/modifications have to be updated across all 4 as well in the case of anything failing.
I would love if there were a way to just reference the Bionic Rule instead if they are in fact using the same framework. Or, to Lane's point above, be able to download the results of each task within the Program Query which would eliminate the need to build it in the Rules Engine.
Thanks for sharing this use case. We are working on the ability to let customers use bionic rules across programs. I will update once we have some details on the ETA soon.
Thanks
Abhishek S