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dan_wiegert
dan_wiegert
Gainsight Employee ⭐️⭐️
Nov 9, 2017 8:00 PM UTC

Can you edit powerlist contacts in a published Advanced Outreach?

 I was contacted by a customer via chat who was wanting to see if it was possible to remove/edit a certain powerlist contact who had contacted him after the advanced outreach was published requesting that they substitute another contact within that company to take the AO survey. Currently there is no way to edit a published AO, you can either pause the AO (but still not edit anything) or stop the AO an move all of the contacts to the end of the workflow. Is there a possibility where we could allow small edits on a paused advanced outreach?

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      vinaykumar_konduri
      vinaykumar_konduri
      Helper ⭐️⭐️
      Nov 13, 2017 10:10 AM UTC
      Hi Jason,

        Once the participant moves to 'completed' state, He will not get any mails from that AO. We saw the support ticket you raised. There is a problem in that AO configuration, That is the reason all participants moved to 'completed' state after first mail. Our support guys will help you.

      Thanks,
      Vinay
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      jason_janicki
      jason_janicki
      Helper ⭐️
      Nov 13, 2017 1:55 PM UTC
      ah. ok. I'll work with Support then. Thanks!
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      megan_hamby
      megan_hamby
      Contributor ⭐️⭐️⭐️
      Jul 5, 2018 8:11 PM UTC
      What if you just want to change your criteria? Do I have to clone it and start over? I see no way to edit my list rule criteria once started. 
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      kelly
      kelly
      Helper ⭐️⭐️⭐️
      Jul 13, 2018 2:38 PM UTC
      Yes, change to criteria requires clone and relaunch. You can vote for this one to raise visibility. 
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      sai_ram
      sai_ram
      Expert ⭐️⭐️
      Jul 25, 2019 10:40 AM UTC
      Hi All, Happy to announce that this request is considered and pushed to 6.4 release. Previously, admins did not have the ability to edit sources such as Powerlist, Bionic Query, CSV, and Events in Journey Orchestrator, after the relevant Program was published. Admins can now edit/delete the sources of an Active program even after it is published.

      Please follow this article for more information.

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