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Copilot powerlist able to target specific contacts from multiple accounts?

  • December 3, 2015
  • 4 replies
  • 57 views
katie_sexton
Does copilot allow a powerlist to be built that targets specific  contacts from multiple accounts? We need to do a survey send to target specific contacts from multiple accounts. Would this be setting criteria by name? Is there a limit? Better to create multiple powerlists to support this? 

Best answer by steve_davis

Katie,

Is this still something you are struggling with? I got word that uploading a .csv will be an option coming to powerlists sometime in the future. If you don't require help on this please let me know so I can Close out this thread. 
katie_sexton
lauren_mintz

4 replies

dstokowski
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  • dstokowski
  • Gainsight Employee ⭐️⭐️
  • December 3, 2015
When you say specific contacts, are you referring to a specific list of names/emails?  Something like - let me import a list of names/contacts/emails as a PowerList and send via Copilot.
katie_sexton
  • katie_sexton
  • Author
  • Contributor ⭐️⭐️⭐️
  • December 3, 2015
Hi. Yes. Could be an import as we have a list. However these are already SFDC contacts we have.
steve_davis
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  • steve_davis
  • Gainsight Employee ⭐️⭐️
  • Answer
  • May 25, 2016
Katie,

Is this still something you are struggling with? I got word that uploading a .csv will be an option coming to powerlists sometime in the future. If you don't require help on this please let me know so I can Close out this thread. 
lauren_mintz
leslie_diephuis
  • leslie_diephuis
  • Contributor ⭐️⭐️⭐️
  • July 12, 2016
 I am struggling with creating a Power List due to our SFDC complexities.  If we could import a CSV as a Power List it would be a great work around.  Is this a feature on the roadmap?
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