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  • 509 Topics
  • 1,838 Replies
509 Topics
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Archived content
CoPilot Introductory Training Video

If you missed the webinar a few weeks ago on CoPilot, our new email feature, this 15 min. video provides an introduction to Copilot's functionality, including Power Lists, Email Templates, Outreaches, and Analytics. 

180
lila_meyer
9 years ago
nikka_mathur
nikka_mathurContributor ⭐️⭐️
posted in Archived content
CoPilot - Insert Image

Would be great to resize images directly in the template builder. Currently, one has to resize the image file before inserting into the template.

10
nikka_mathur
9 years ago
annika_pettitt
annika_pettittContributor ⭐️
posted in Archived content
Editing HTML emails in JO

I was creating my first email in CoPilot (yay!) but I was running into some formatting issues. I wanted to jump into the HTML and add a few line break codes to fix the issues. However as far as I can tell the only way to access HTML is if I paste in the code for the entire email. Then, once that's pasted in, I don't have access to edit the HTML. If I want to make some changes after seeing the text I have to paste it in again as the whole text. Is this accurate/expected functionality or should I be able to edit the HTML of text created with the WYSIWYG editor?

370
andrea_weisz_171687
9 years ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
posted in Archived content
CTA Mass Edit should include Save & possibly Clone options

It would be nice to have the options to save (and possibly clone) a mass edit configuration in the same way that we can save reports and rules. It's also odd to me that we keep building UI variations on the rules engine functionality (regular Rules Engine, CoPilot, and now Mass Edit) that all work a little differently. I think it might be a little confusing for the users. 

110
lila_meyer
9 years ago
cody_broughton
cody_broughtonContributor ⭐️
posted in Archived content
Export lists of contacts in Power Lists

Add the ability to export the list of contacts in a specified Power List. This would allow us to compare the lists in JO to our own reports. For example, we want to make sure that customers who are no longer active receive an email from a given outreach. We would easily be able to compare the list of contacts to a report of ours that lists only active customers.

1370
lila_meyer
9 years ago
brian_3d7949
brian_3d7949Contributor ⭐️
posted in Archived content
Copying Power Lists in CoPilot

The ability to copy Power Lists in CoPilot would be a nice time-saver.

620
yossi_truzman
9 years ago
nikka_mathur
nikka_mathurContributor ⭐️⭐️
posted in Archived content
CoPilot Analytics - Open Rate

In addition to the opened and clicked counts, would be great to see the open rate in this Outreach view as well

60
nikka_mathur
9 years ago
sarah_couch
sarah_couchContributor ⭐️⭐️⭐️⭐️
posted in Archived content
CoPilot: Hide icon or display permissions message for users who do not have access

Is it possible to hide the CoPilot icon for users who do not have permission to access it or to display a permissions error when they try to click into it's menu options? We've set up permissions for only 3 users. However, the icon appears in the cockpit for everybody and when they try to click on anything displayed within the various menus, nothing happens which is confusing folks. I read through the set up documentation and didn't notice a way to hide the icon or customize a message but I could have simply overlooked something. Thanks for any guidance you can provide!

340
lila_meyer
9 years ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
posted in Archived content
CoPilot Training Opportunity

In case you missed the email announcement and invitation, we are hosting a webinar training on the new CoPilot feature on Wed., May 27, from 9am - 10am PDT. Click here to register for the webinar. We'll also have a Quick Guide available at the time of the release. If you can't attend the webinar, we'll make a video recording available shortly afterwards. 

480
lila_meyer
9 years ago

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