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sagan_sherlin
sagan_sherlin
Helper ⭐️⭐️
November 20, 2020

Best Practice. Automating Reports to Users Twice a Week.

  • November 20, 2020
  • 11 replies
  • 288 views

Hello!  In the past when I need to automate emails for whatever reason, I used Outreaches.  Mainly because it was very simple and quick to schedule the emails.  However, now we’re including attached reporting - and it forces us to Programs.

 

My issues I can’t seem to find an easy way to schedule a report to go out to users twice a week, without having to create some insane work around.  Does anyone have a best practice for doing this type of emailing to users?

 

Thank you!

    11 replies

    john_apple
    john_apple
    Expert ⭐️
    November 20, 2020

    @sagan_sherlin -- When create the program, sent the uniqueness criteria filter to be Recipient Email Address and then select the option for Participants with the same unique criteria can enter after (choose Completed). Lastly under Advanced Criteria select the box for Participant with same email address can enter once in X days and determine how many days between sends for X. In the participant source, you’ll want to have the scheduled to sync weekly on the days that you intend to send out the email.

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      November 20, 2020

      Hi @sagan_sherlin - the new reporting and dashboards system that we’re releasing soon has this capability. You can schedule a report to be emailed out in a couple format choices, and with some flexible schedule options. So stay tuned! :)

       

       

      VP of Customer Success at Forcepoint
        A
        ana_g
        Helper ⭐️
        November 22, 2020

        @dan_ahrens thanks for the teaser! :grinning:

        Anastassia Goidina
          sai_ram
          sai_ram
          Expert ⭐️⭐️
          November 23, 2020

          @sagan_sherlin changed this to idea.

            heather_hansen
            heather_hansen
            VIP ⭐️⭐️⭐️⭐️⭐️
            November 23, 2020

            @dan_ahrens  Hooray!!

             

              dan_ahrens
              dan_ahrens
              Expert ⭐️⭐️⭐️
              November 24, 2020

               

              VP of Customer Success at Forcepoint
                sagan_sherlin
                sagan_sherlinAuthor
                Helper ⭐️⭐️
                December 29, 2020

                Hi @sagan_sherlin - the new reporting and dashboards system that we’re releasing soon has this capability. You can schedule a report to be emailed out in a couple format choices, and with some flexible schedule options. So stay tuned! :)

                 

                 

                Is it soon yet? :rofl:

                  bradley
                  bradley
                  Expert ⭐️
                  December 29, 2020

                  Hi @sagan_sherlin - the new reporting and dashboards system that we’re releasing soon has this capability. You can schedule a report to be emailed out in a couple format choices, and with some flexible schedule options. So stay tuned! :)

                   

                   

                  Looking forward to this! I see there is a “Choose Users” section.  @dan_ahrens   Will we have to individually add users, or will we be able to create groups somehow?

                    dan_ahrens
                    dan_ahrens
                    Expert ⭐️⭐️⭐️
                    January 4, 2021

                    This would be individual Gainsight users, @bradley 

                    VP of Customer Success at Forcepoint
                      bradley
                      bradley
                      Expert ⭐️
                      January 4, 2021

                      This would be individual Gainsight users, @bradley 

                      Is it too early to add a feature request for this? :)

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