CoPilot Surveys sent to contacts associated to a CTA
Hi All
We are working on sending out automated survey emails via CoPilot triggered by a CTA type and reason to the users associated to that CTA.
One example is Training. We want to create a powerlist to send this email out when the training CTA is closed to the users that were on the training.
Currently we cannot pull the associated contacts in the powerlist criteria - Bugger! so this would be a HUGE product enhancement I believe to automate the copilot outreaches not just for training but even QBR meetings and so on to the particular target audience.
The meeting takes place on gotomeeting. Ideally I would love for that attendee list to get populated in the power list but not sure how.
Anyway you get the gist!
Any help here would be great because currently our only solution is to add a Training Date field under Contacts object within SFDC so that when a CSM conducts the training they update that in SFDC and the powerlist is generated with that field to when a training took place. Caveat is if however we trained 20 people that would mean updating the date for 20 contacts? We probably will not be launching CoPilot Survey automation emails to our CSM right now as we are trying to increase Gainsight adoption in our company and this will probably detract them from the tool.
Naquiyah Cash
We are working on sending out automated survey emails via CoPilot triggered by a CTA type and reason to the users associated to that CTA.
One example is Training. We want to create a powerlist to send this email out when the training CTA is closed to the users that were on the training.
Currently we cannot pull the associated contacts in the powerlist criteria - Bugger! so this would be a HUGE product enhancement I believe to automate the copilot outreaches not just for training but even QBR meetings and so on to the particular target audience.
The meeting takes place on gotomeeting. Ideally I would love for that attendee list to get populated in the power list but not sure how.
Anyway you get the gist!
Any help here would be great because currently our only solution is to add a Training Date field under Contacts object within SFDC so that when a CSM conducts the training they update that in SFDC and the powerlist is generated with that field to when a training took place. Caveat is if however we trained 20 people that would mean updating the date for 20 contacts? We probably will not be launching CoPilot Survey automation emails to our CSM right now as we are trying to increase Gainsight adoption in our company and this will probably detract them from the tool.
Naquiyah Cash