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ben
ben
Helper ⭐️⭐️⭐️
Jun 13, 2017 7:09 PM UTC
Solved

How does the Advanced Outreach "repeat X times" work?

We are setting up our first Advanced Outreach (yay!) and I have a question on how the repeat loop works. It gives me an option to put in a numerical value for number of times the follow-up email is sent. I would like this to send only once. After another X day wait period, it would end the outreach for that contact.

Would I put in "0" or "1" to accomplish this?

Screenshot attached. Thanks!

    praneet
    praneetAnswer
    Helper ⭐️⭐️⭐️
    Jun 13, 2017 7:53 PM UTC
    Just to add another tip here, Survey site link used in Survey Publish screen should have Require Secure Connections (HTTPS)  -- Enabled. You should also use the new secure url (i.e. in format https://sitename.secure.force.com) as part of Survey URL settings in order to capture Survey Page open and Survey responded notification at Advanced Outreach level.
    Refer to screenshot below

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    praneet
    praneet
    Helper ⭐️⭐️⭐️
    Jun 28, 2017 2:35 PM UTC
    Yes the survey will still remain active and it will record back if customer has responded or opened survey email both at AO and Survey. In order to expire the link in 30 days we are also doing enhancement at Survey level to expire link in x days after the link has been sent.(This will be part of Summer Release)
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    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Jul 6, 2017 4:28 PM UTC
    Hi everyone, just want to give you a head's up that we are running Adv. Outreach office hours today, and next week:
    • Thursday, July 6 at 9:00 - 11AM PT -- Sign up 
    • Thursday, July 13 at 9:00 - 11AM PT -- Sign up
    Hosted by Praneet Chandra, Product Manager, and resident CoPilot and Survey expert. Bring your Adv. Outreach questions to open office hours!
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    Lila Krutel, Dir. Global Education Services
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