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diane_morneau
diane_morneau
Helper ⭐️⭐️⭐️
September 11, 2017

Advanced Outreach: no scheduler

  • September 11, 2017
  • 15 replies
  • 118 views
The capability to schedule an advanced outreach is not available in the current version. We can specify a start date but no time. We need to publish the outreach in due time.

Is this correct or did we miss a setting somewhere?

Any plan to make it available?  The drawback on this limitation is that we will not be able to publish an outreach at the best time we want for other time zones unless we have staff ready to press the button at that time. As well, it means that we have no discretion on the time we want to send the messages at, whereas this was available in Outreach.

Is this planned and for when?

      15 replies

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      abhishek_sivaraman
      abhishek_sivaraman
      Helper ⭐️⭐️⭐️
      June 28, 2018
      The refresh part does not happen automatically yet(planned in the short term). It is dependent on the powerlist refresh timing configured set but it sends the email respecting the above schedule configured.
      shravan_urs
      shravan_urs
      Contributor ⭐️⭐️
      June 28, 2018
      So we are just refreshing and receiving new participants, and AO will recognize that and start sending out Emails then. 
      Right?
      abhishek_sivaraman
      abhishek_sivaraman
      Helper ⭐️⭐️⭐️
      June 28, 2018
      Yes.
      allie_bollman
      allie_bollman
      Contributor ⭐️⭐️
      July 3, 2018
      Is there a way to do this if I'm not using a power list? (I'm using a CSV upload)
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      July 3, 2018
      Hi Allie, if you need to use a CSV but have the Advanced Outreach execute at a future date/time, you can use the CSV as source data to create a powerlist and then use that powerlist as the source in your Advanced Outreach. See more info here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
      VP of Customer Success at Forcepoint
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