To fulfil the requirement of creating follow up power list below steps need to be followed.
- If using a custom object, create a lookup from Survey Participant to that object.
- Create 2 Checkbox custom fields with the names Email Sent and Survey Responded on custom (Project) object.
- Create 2 rules to populate the data into the above 2 fields.
[i]First Rule:
Source is Email logs and the target object is Custom (Project) object. In the set up section, filter the particular outreach using the Batch ID from Email logs table.
In the Action section, Map the Associated Value from the Email logs to ID in the custom (Project) object and set Email sent to True.
Run the rule.
[i]Second Rule:
Source is Survey participant and the target object is Custom (Project) object. In the set up section, filter the particular Survey using the Survey Title from Survey participant table.
In the Action section, map the look up field which was created earlier from the Survey participant to ID in the and set Survey responded to True.
Run the rule.
[i]Powerlist creation:
After running the rules, create a brand new power list on Custom (Project) object and add the below filter in the criteria.
[i]Email Sent equals True and Survey Responded Equals False
Trigger the power list and proceed with the outreach with the same email template.
This outreach and power list are just like the follow up power list and follow up outreach.
