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Pull a report for all 'Skipped' emails in a CoPilot Outreach

Forum|Forum|8 years ago
January 31, 2018
18 replies
210 views

We pushed out an outreach this morning, and there were quite a few bounces and skipped emails:

I'd like to create a report that lists out all of the contacts that were skipped or bounced, so that our CSMs can update our Salesforce records. However, I can only run a report for hard and soft bounces and 'rejected' emails in the Report Builder:

As you can see, I am only getting the 50 bounces. How can I get the 122 'skipped' emails too? Am I missing an obvious filter in my report?!

Thanks!

journey orchestrator

Best answer by abhishek_sivaraman

Hi,

The long term plan is to definitely to consolidate and have one product which can be used to send single step campaigns and multi step campaigns. The long term benefits are significant with respect to this.

The ability to edit sources post publish is something which we want to do for advanced outreaches as well and will be introduced. Are there other such issues which are preventing you from using AO? If so , please share so that we can help address the same.

To allay your fears , any sort of deprecation will be taken only when we have a clear plan and utilities available for helping you migrate over to the latest version of the product(one click migration like we did for email templates 1.0 to 2.0). So , rest assured you will be able to migrate your processes from outreaches to advanced outreaches and have one product rather than two products which does similar capabilities. I will keep you posted with respect to the plans here.Nothing to worry as of now. Its business as usual and you can continue to configure outreaches or AO based on your needs. But we strongly recommend to use AO and share feedback to help bridge the gaps.

Hope this addresses your concerns.

Thanks
Abhishek S

Show previous replies

pele

Helper ⭐️⭐️⭐️

Thanks for the response Abhisheck! Would the functionality extend to Outreach (as opposed to AO) as well? We're still using a fair number of Outreaches because we to send operational emails that can't be opted out of.

abhishek_sivaraman

Helper ⭐️⭐️⭐️

Hi Will,

Unfortunately No. But what we are working on is the ability to send operational emails from Advanced Outreach. Tentative timeline is within the next 2 to 3 months.

Thanks
Abhishek S

britton_walker

Helper ⭐️

So what is the long term roadmap for standard outreaches? I'm worried that they will slowly fade out and eventually be deprecated entirely. Advanced outreaches are good for chains of emails and events, but we still need standard outreaches for single events (especially in one off situations). We haven't moved entirely to advanced outreaches even for some of our chained processes because they are not editable once they are published therefore leaving no room for human error. Can you calm my fears on fading out standard outreaches?

abhishek_sivaramanAnswer

Helper ⭐️⭐️⭐️

Hi,

The long term plan is to definitely to consolidate and have one product which can be used to send single step campaigns and multi step campaigns. The long term benefits are significant with respect to this.

The ability to edit sources post publish is something which we want to do for advanced outreaches as well and will be introduced. Are there other such issues which are preventing you from using AO? If so , please share so that we can help address the same.

To allay your fears , any sort of deprecation will be taken only when we have a clear plan and utilities available for helping you migrate over to the latest version of the product(one click migration like we did for email templates 1.0 to 2.0). So , rest assured you will be able to migrate your processes from outreaches to advanced outreaches and have one product rather than two products which does similar capabilities. I will keep you posted with respect to the plans here.Nothing to worry as of now. Its business as usual and you can continue to configure outreaches or AO based on your needs. But we strongly recommend to use AO and share feedback to help bridge the gaps.

Hope this addresses your concerns.

Thanks
Abhishek S

britton_walker

Helper ⭐️

With outreaches being a major part of our current customer success plan I am nervous about any change, but what you said does give me some hope that we will have the help and support we need to make the change.

abhishek_sivaraman

Helper ⭐️⭐️⭐️

Thanks Britton. We will ensure that you dont face any issues here. One help though - Are there other issues which are preventing you from using AO? If so , please share so that we can help address the same.

pele

Helper ⭐️⭐️⭐️

This reply was created from a merged topic originally titled Skipped emails need to be logged somewhere, anywhere.

This is an idea that doesn't seem to have gotten much traction, but this is really hurting our ability to rely on Outreach. https://community.gainsight.com/gainsight/topics/have-skipped-emails-recorded-somewhere

We have operational communications that we send through outreach, and not being able to surface skipped emails via rules or reporting is affecting our ability to track and manage important communications (e.g. upcoming renewals outreaches)

britton_walker

Helper ⭐️

The biggest issue is editing different parts to it after publishing. We would also like the ability to quickly add a participant who was either dropped from the list or normally wouldn't meet the programmed filters.

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