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marcelo
marcelo
Helper ⭐️
Jun 1, 2018 5:06 PM UTC

Use existing Rules within Advanced Outreaches

I would love to be able from within Advanced Outreaches to select rules that I have already configured in the Rules Engine. That way when we have very similar outreaches that vary slightly, I can use the rules engine one in AO and modify as needed to meet this specific outreach needs. I know I can clone AOs, but sometimes I just want the participant selection piece while all the other components are different.

      3 replies

      matthew_lind
      matthew_lind
      VIP ⭐️⭐️⭐️⭐️⭐️
      Jun 2, 2018 3:48 PM UTC
      I'm right there with Marcelo. Especially with a complex "Bionic-style" query, the ability to cross-utilize between the Rules Engine and Advanced Outreach would be enormous.
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      Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      Jun 11, 2018 9:57 AM UTC
      Hi Marcelo, That's a great idea,re-using will definitely save some time. 

      Redirecting this to our product team.

      Thanks for posting!
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      faust_belarmino
      faust_belarmino
      Helper ⭐️⭐️
      Jun 13, 2018 10:34 PM UTC
      This is a great idea!! We've been "copying" AOs and we ran into a bug with the last AO we did that for... it was because we copied it. Support got it fixed but it screwed up our data and was a HUGE PAIN. So being able to reference just the rules would be great!
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