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marissa_barcza
marissa_barcza
Contributor ⭐️⭐️
September 7, 2016

JO rule-generated outreach skip US holidays as "weekdays"

  • September 7, 2016
  • 7 replies
  • 61 views
It would be great for rule-generated outreaches to skip US holidays that fall on weekdays.

For instance, standard emails went out on Labor Day, which may have highlighted that these are automated to our customers, despite all of our efforts to make them personal. It would be great if the standard US holidays were loaded into CoPilot and coded as weekends, so they skip outreaches in the same way Saturdays / Sundays are skipped. 

      7 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      September 7, 2016
      This is a real interesting suggestion. Basically a list of dates that if the outreach would have normally scheduled on that date, it would be sent on the next appropriate date (based on the rules of the outreach scheduling), correct?
      VP of Customer Success at Forcepoint
        elizabeth_adams_c593ee
        elizabeth_adams_c593ee
        Helper ⭐️⭐️⭐️
        September 7, 2016
        I really like this. I wonder if we could use this to load skip days. So if it's being used outside the US or there are some custom dates we'd like to include, we'd have the flexibility.

        Elizabeth Panska
        marissa_barcza
        marissa_barczaAuthor
        Contributor ⭐️⭐️
        September 7, 2016
        Yep, exactly! I like the idea of being able to load in the dates (sorta like Microsoft Project, if you're familiar with that program) as "holidays" so the outreaches skip for the day and send the next day as usual. 
          gaurav_kotak
          gaurav_kotak
          Expert ⭐️
          September 8, 2016
          Thanks for the suggestion. Currently we are adding more functionality in the schedule such as 'last day of month'. This is definitely interesting, a bit more complex since we need to be aware of holidays in different regions, but we will investigate more. 
          dan_ahrens
          dan_ahrens
          Expert ⭐️⭐️⭐️
          September 8, 2016
          Hi Gaurav,

          As a thought on this topic - Given that even within the same region, the list of observed holidays would vary from company to company (for example, some US based companies recognize Columbus Day as a holiday while others do not), it might be more flexible if a "Holiday Table" could be used that would allow each Gainsight customer to customize and insert their unique list of days to skip sending an outreach on.

          This would also provide extensibility when considering adding other dates, such as if the company has a user conference or other corporate event that they would not want to send out CoPilot outreaches during those dates.
          VP of Customer Success at Forcepoint
            britton_walker
            britton_walker
            Helper ⭐️
            September 19, 2017
            I'd like to throw my vote in on this one too. Any update as to when this will happen? It'd be great if you could include this feature with Advanced Outreaches too.
            manmeet_dosanjh
            manmeet_dosanjh
            Helper ⭐️
            September 19, 2017
            +1 on this. That would help with making the outreaches feel like they are not automated. 

            To add on to this, it would be great if we could also queue up email outreaches that would be scheduled for a weekend due to the Powerlist rules and have them sent on that upcoming Monday instead.
            Currently, the workaround I have implemented uses a date range in the Powerlist which causes a lot of partial 'failures' due to the user already having received the email outreach from being included in multiple powerlists. 
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