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andrew_cummins
Helper ⭐️
April 14, 2016

CoPilot Follow Up feature pull from the same object of the original PowerList

  • April 14, 2016
  • 17 replies
  • 180 views
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. 

    17 replies

    andrew_cummins
    Helper ⭐️
    June 7, 2016
    Bummer on the manual step but that is genius! Great critical thinking Paul!
    connor_kasser
    Contributor ⭐️⭐️⭐️
    June 22, 2016
    Same issue as well. The follow up excludes all the important from contact fields -- so it's basically useless. Now I have to:
    1) export my email logs
    2) join relevant contact fields
    3) re-upload to MDA
    4) create a brand new outreach called "Follow Up - ...."
    andrew_cummins
    Helper ⭐️
    June 22, 2016
    Well that does not sounds like fun. I know the team is well aware of this gap and are planning on enhancing in a future release. The followup would follow the one email contact all the way through from outreach in copilot to CTAs and phone calls. The same contact info would be available as well in the followups. So when this comes I'm sure we will all be much happier 🙂
    gaurav_kotak
    Expert ⭐️
    June 22, 2016
    We completely understand this limitation and have a major focus in the coming months to drastically improve the experience of this use case. In fact, in the next few weeks we'd love to have a product feedback meeting on this new capability - journeys, where the initial use case will be unified experience in sending email surveys via copilot and (multiple and conditional) follow ups. I'll sent an invite to people on this thread and other customers. Thanks
    scott_superko
    Helper ⭐️
    April 17, 2017
    Hi Gaurav.  Do you have an ETA on this update?
    praneet
    Helper ⭐️⭐️⭐️
    April 18, 2017
    Hi Scott, 
    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.
    scott_superko
    Helper ⭐️
    April 18, 2017
    Thanks Gaurav