Hello!
In my specific scenario, I am building Power Lists based off of Implementation Projects that have a status of 'On Hold'. It's quite common for the same e-mail address to be listed on multiple Implementation Projects under the same Account (ie. they are setup with multiple trading partners under the same account). Currently, when I select the following option (we only want them to receive the outreach once for any given Implementation Project), it will only send once and skip any additional Implementation Projects that the e-mail address may be listed on:
I'm wondering if there is a way to still only send 1 e-mail per Implementation Project, however, also ensure that a single e-mail address will receive more than one e-mail if they are listed on multiple Implementation Projects that fall within the same Power List.
I hope this makes sense. Let me know if I can help provide any further information!
Thanks,
Melissa
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The way that I would do this is setup Implementation Projects as Relationships in Gainsight. That way the distinct check would be on email and Relationship instead of email and Account.
I think Jeff has a great suggestion. +1 vote on that!
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