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Adjust Copilot email distribution based on customer preferences

  • July 8, 2016
  • 2 replies
  • 26 views

marissa_barcza
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
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  • Expert ⭐️⭐️⭐️
  • July 8, 2016
This is a great idea, Marissa!

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.