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ptaylor
Contributor ⭐️
May 4, 2022
Solved

Automated JO for Quarterly Send

  • May 4, 2022
  • 5 replies
  • 124 views

Hoping to find a solution to scheduling a JO to send to a recurring set of particpants quarterly. Current functionality of GS’s JO schedule doesn’t allow scheduling past monthly. 

    Best answer by kelly

    I would just schedule the sync to be monthly but prevent participants re-entering within 90 days. 

    5 replies

    sarahmiracle
    sarahmiracle
    VIP ⭐️⭐️⭐️⭐️⭐️
    May 4, 2022

    Great question -- I also have this need but currently just manage it manually.

    Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
    ptaylorAuthor
    Contributor ⭐️
    May 4, 2022

    @sarahmiracle it would be great to fully automate. Hopefully there’s a solution.

    kelly
    kellyAnswer
    Helper ⭐️⭐️⭐️
    May 5, 2022

    I would just schedule the sync to be monthly but prevent participants re-entering within 90 days. 

      ptaylorAuthor
      Contributor ⭐️
      May 6, 2022

      Thank you @kelly that’s a great solution.

        andreammelde
        andreammelde
        Helper ⭐️⭐️
        May 9, 2022

        We have an object in SFDC that we pull from that has the start and end date of each quarter. I set rule date = quarter start date as a step, transform to add a “merge” field using case, and then merge to the participants. It is set to run on the first of every month to check if it is the first day of the quarter

        Andrea Carroll
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