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marissa_barcza
Contributor ⭐️⭐️
July 8, 2016

Adjust Copilot email distribution based on customer preferences

  • July 8, 2016
  • 2 replies
  • 41 views
We are hoping to implement a new way for customers to provide their preferences for the number (all emails, digest view of one message per week only), cadence (daily, weekly, as scheduled, etc.) and content (promotional, finance-related, product updates, etc.) of emails they receive from our company.

Ideally, Copilot could "read" those preferences and adjust outreaches accordingly by skipping at times, consolidating emails into one message, etc. 

    2 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    July 8, 2016
    This is a great idea, Marissa!
    VP of Customer Success at Forcepoint
    sundar
    Expert ⭐️
    July 15, 2016
    Thanks Marissa for sharing this.

    Skipping some of the emails based on the total # of emails for a recipient is achievable.
    Digest is a purpose built stuff, do you think that you can design a digest email in outreach and have multiple email templates inside a single digest?  Any thoughts on that.