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We want to schedule a survey to send out initially based on a date field ("Training Date Completed") in Salesforce, and then every 3 months after that. So for example, if the "Training Date Completed" is 1/1/2018 on an account, it would send a survey that day, and then every 3 months after that (4/1/18, 7/18, 10/1/18, etc). I know how to set it up the initial powerlist, but is there anyway within Gainsight to schedule the ongoing ones?





I think a workaround would be to add a "Next Survey Date" in Salesforce, and then use workflow every 3 months to update that date, and build a powerlist off that. But I'd rather do it strictly within Gainsight if possible.
Hey Margaret,





I would suggest using Advanced Outreach - Generic Email chain to set up the survey cadence.


https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
Hi Meenal! Is it possible to create a loop in the email chain or do we have to feed the wait time for every break? What I ideally want is to feed the wait time once and have the arrow go back to the "Send Email" action



Hi Sarah,





This is accomplished via the Participant filter where you set





"Participant with the same email address can enter once in X days" (see this article)





The idea is that the participant can enter the program multiple times, but only once every X number of days, so it essentially creates that loop.



That should do the trick! Wasn't thinking on the power list level. Thanks Dan :)



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