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naquiyah_cash
naquiyah_cash
Contributor ⭐️⭐️⭐️⭐️
November 17, 2015
Solved

Copilot: Creating a power list using a list of contacts attended training via Go To Training with survey

  • November 17, 2015
  • 3 replies
  • 75 views
Question -
  • Best way to create a powerlist on contacts that attend a Go To Meeting Training.
  • To be able to send a survey to those users via copilot and have their responses tracked under their associated accounts.
Scenario -
  1. User registers to our training and this information is stored in Go To Training.
  2. Once the GTT is completed a list of attended and not attended recipients with their email and company name spits out.
  3. Currently this is sitting in GTT and occasionally for analysis this is exported in excel or shared on google drive.
Im trying to start a convo on best practices for scenarios like this or how GS internally has a process of having a webinar with attendees they send surveys to and track the responses. Or any other suggestions are more than welcome. This is our next big project on how best to utilise the amazing feature of Co-pilot and surveys the best way possible.

Thanks

Naquiyah
      Best answer by sundar
      Hey Naquiyah,

      Right now we do not have a way to upload the CSV that you get from GTM into powerlist as of now. The enhancement to allow upload of CSV into a powerlist is in the roadmap which will help in this scenario. 

      If we upload this data to SFDC custom object and link it up with Account, that could be used as a source for powerlist. The pain point here would be map the email address to the Account ID in SFDC.

      3 replies

      sundar
      sundarAnswer
      Expert ⭐️
      November 30, 2015
      Hey Naquiyah,

      Right now we do not have a way to upload the CSV that you get from GTM into powerlist as of now. The enhancement to allow upload of CSV into a powerlist is in the roadmap which will help in this scenario. 

      If we upload this data to SFDC custom object and link it up with Account, that could be used as a source for powerlist. The pain point here would be map the email address to the Account ID in SFDC.
      naquiyah_cash
      naquiyah_cashAuthor
      Contributor ⭐️⭐️⭐️⭐️
      November 30, 2015
      Hey Sundar

      Thanks for getting back. Yeah I thought of that being the only other option for the interim.

      Will look into it

      Thanks

      Naquiyah
      tim_sowles
      tim_sowles
      Contributor ⭐️⭐️
      October 4, 2016
      I would love to see this capability in an upcoming release.
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