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kelly
kelly
Helper ⭐️⭐️⭐️
July 9, 2018
Solved

How to stop an advanced outreach run while active participants finish their journey?

  • July 9, 2018
  • 5 replies
  • 166 views
Is this possible? I have an AO that needs to be updated (both the query and email variants) so I will copy my active AO to make the changes, then I'd like to disable it and launch the new one while still letting participants finish out their journey - is this possible?

The only solution I can think of is to change the schedule and push out a start date far into the future - but would it even allow me to change the start date, or just the time that it runs?
    Best answer by meenal_shukla
    You are right and sorry for not being clear. Pausing and Stopping with not complete the outreach for every participant. It will stop them where they are.
    If you change the participant sync option to the first, the participants would stop coming in. That will be the first step.



    For the remaining participants, you would need to wait until they complete their journey. 

    5 replies

    meenal_shukla
    meenal_shukla
    Gainsight Employee ⭐️⭐️
    July 9, 2018
    If you mark the outreach as 'Complete', no new participants will be added to the outreach, but participants within the cycle will complete this process. Further configurations are not possible, and the outreach cannot be started again. Typically this is used for logging analytics of a particular time period that the Advanced Outreach was running. Link to the support article here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
    Outplay. Outwit. Outlast.
      kelly
      kellyAuthor
      Helper ⭐️⭐️⭐️
      July 9, 2018
      Is marking it paused or stopped required prior to marking it complete? My only statuses available are Active/Pause/Stop.
      meenal_shukla
      meenal_shuklaAnswer
      Gainsight Employee ⭐️⭐️
      July 9, 2018
      You are right and sorry for not being clear. Pausing and Stopping with not complete the outreach for every participant. It will stop them where they are.
      If you change the participant sync option to the first, the participants would stop coming in. That will be the first step.



      For the remaining participants, you would need to wait until they complete their journey. 
      Outplay. Outwit. Outlast.
        kelly
        kellyAuthor
        Helper ⭐️⭐️⭐️
        July 10, 2018
        So, to confirm I will change the power list from the scheduler to the first choice, any current participants will finish their journey, and then I will have the option to mark it complete?
        meenal_shukla
        meenal_shukla
        Gainsight Employee ⭐️⭐️
        July 12, 2018
        They will be automatically marked as complete as soon as they finish their journey.
        Outplay. Outwit. Outlast.
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