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canio_caputo
canio_caputo
Contributor ⭐️⭐️
July 15, 2016
Solved

How do I create a powerlist of my Gainsight Licensed User in Copilot, and then email them?

  • July 15, 2016
  • 9 replies
  • 115 views
When I enhance the product I want to be able to email my users to let them know the great news! How can I do this?
    Best answer by dan_ahrens
    Hi Canio,

    The way we do this at Gainsight is that we add all of our employees in SFDC as contacts under the Account object Gainsight. This way we can fully leverage all the strengths of the Powerlist filters for scenarios like the one you described above. 

    9 replies

    dan_ahrens
    dan_ahrensAnswer
    Expert ⭐️⭐️⭐️
    July 15, 2016
    Hi Canio,

    The way we do this at Gainsight is that we add all of our employees in SFDC as contacts under the Account object Gainsight. This way we can fully leverage all the strengths of the Powerlist filters for scenarios like the one you described above. 
    VP of Customer Success at Forcepoint
      canio_caputo
      canio_caputoAuthor
      Contributor ⭐️⭐️
      July 15, 2016
      Ok, great. So what criteria do I set to only target my internal GS Licenses Users? Is there a way to determine who my licensed users are? I don't want to send emails out to people that aren't my users.
      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      July 15, 2016
      Canio, there's a bit more information on the internal email strategy in this article, although I don't think it speaks to how to identify your licensed users. 
      https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Examples_and_Tutoria...
      Lila Krutel, Dir. Global Education Services
        gaurav_kotak
        gaurav_kotak
        Expert ⭐️
        July 15, 2016
        Canio, in the next couple of months we will providing an explicit 'user strategy' to complement 'contact strategy' for copilot. Should make this experience more streamlined. Till then, as Dan mentioned, you can add as contact under your own account and mark them as licensed users
        elaine_cleary
        elaine_cleary
        Helper ⭐️⭐️
        July 16, 2016
        I'm also working with other Gainsight customers who are using "Gainsight Data Management/MDA" (https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Managing_Data_I...) to solve this problem.  They are basically loading the Gainsight users to the MDA and creating the PowerList off of the MDA object to email their internal team.  I'm sure this is not the best long term strategy but could be another short term option.
          canio_caputo
          canio_caputoAuthor
          Contributor ⭐️⭐️
          July 18, 2016
          This sounds great and I'm glad to hear it. In the meantime I guess I'll create a "work-around"
          canio_caputo
          canio_caputoAuthor
          Contributor ⭐️⭐️
          July 18, 2016
          This is a great idea. Thank you
            canio_caputo
            canio_caputoAuthor
            Contributor ⭐️⭐️
            July 18, 2016
            Ok, So I took Elaine's advice. I was able to have our Salesforce Admin create a list of our gainsight licensed users and added an Account_ID column with our company's SF Account ID. Next I loaded that into the MDA as a CSV. I then mapped the Account_ID field to Account::Account_ID. I went to Cockpit and created a power list. Thanks everyone for your help!
              seth
              seth
              Expert ⭐️
              September 20, 2016
              FYI, Canio, this has now launched! https://community.gainsight.com/gainsight/topics/what-are-the-use-cases-for-the-different-recipient-...
              AI Transformation @ Gainsight
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