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katie_sexton
katie_sexton
Contributor ⭐️⭐️⭐️
December 3, 2015
Solved

Copilot powerlist able to target specific contacts from multiple accounts?

  • December 3, 2015
  • 4 replies
  • 87 views
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. 

    4 replies

    dstokowski
    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_sextonAuthor
    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
    steve_davisAnswer
    Gainsight Employee ⭐️⭐️
    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. 
      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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