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josh_grigone
Gainsight Employee ⭐️
Gainsight Employee ⭐️
November 15, 2016

Extended CoPilot Outreach Scheduling Options

  • November 15, 2016
  • 2 replies
  • 43 views
It can become tricky when users want to send Outreaches twice a year and the ability to select "Yearly" as an option when setting a Recurring Schedule would be beneficial in allowing users to schedule outreaches semi-annually, bi-annually, etc.



Extended scheduling options may come in handy for customers looking to set a recurring schedule that extends beyond monthly.

Thanks!

    2 replies

    gaurav_kotak
    Expert ⭐️
    November 16, 2016
    Thanks Josh. The feedback makes sense. one of the reasons we haven't done this previously is that in 6 months, one may want to relook and modify the email template. Is this a common use case for you where you'd like to auto schedule that far is advance? thx
    nancy_bray
    Contributor ⭐️⭐️⭐️
    May 3, 2017
    I second Josh's suggestion, but would like a Quarterly scheduling option in CoPilot.

    We use CoPilot to send out notices of expiring credits on a quarterly basis.  The email template doesn't typically change for that Outreach.  If it did, it's pretty easy to delete the Outreach and reschedule with an updated template.  

    Thanks!