In the Survey "Add Participants" section of the Surveys object, you can select a criteria "Rule Date equals Current + Quarter(s)" which allows you to schedule surveys on a quarterly basis.
In the CoPilot smartlist tool, you cannot do this.
The question is: can we use the Surveys "add participants" list to send surveys, when using CoPilot or do we have to create a "smart list" in CoPilot?
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Hi Gabriel,
Thanks for reaching out to us, please find below answers to the questions you asked above.
First Question:
You can schedule survey to send it quarterly using Co-pilot, In Outreach execution screen you can setup up Schedule to send out outreach, click on date on which you want to send outreach and in pop-over select one time.
However I have added request to product backlog for giving Quarterly option in scheduler.
Second Question:
No, we cannot use Add Participants feature from Survey when using co-pilot for sending out surveys, We need to create smart list in co-pilot. you can make nature of this Smart list dynamic or static based on requirements and conditions.
For more details on using Survey via Co-pilot, refer to below document:
https://support.gainsight.com/hc/en-us/articles/207268528-Distributing-Surveys-via-CoPilot
Thanks for reaching out to us, please find below answers to the questions you asked above.
First Question:
You can schedule survey to send it quarterly using Co-pilot, In Outreach execution screen you can setup up Schedule to send out outreach, click on date on which you want to send outreach and in pop-over select one time.
However I have added request to product backlog for giving Quarterly option in scheduler.
Second Question:
No, we cannot use Add Participants feature from Survey when using co-pilot for sending out surveys, We need to create smart list in co-pilot. you can make nature of this Smart list dynamic or static based on requirements and conditions.
For more details on using Survey via Co-pilot, refer to below document:
https://support.gainsight.com/hc/en-us/articles/207268528-Distributing-Surveys-via-CoPilot
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