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vanessa_wonais
vanessa_wonais
Contributor ⭐️
October 26, 2018
Solved

Updating a power list so that we can properly exclude and include the correct people at our company

  • October 26, 2018
  • 1 reply
  • 73 views
When we send customer emails through Gainsight, we setup the criteria to exclude any users who have an email that contains our company's domain (so that our entire company doesn't have to receive daily emails for all of our customer events). Although we want to keep this restriction enabled, there are several project leads that we will need to include in these email outreaches.

Does anyone have any recommendations on how we can add these users while also continuing to exclude everyone else at our company?

Best answer by matthew_lind
That's a delicate one. You could add a checkbox or field of some sort to signal which users should receive notifications, and amend your PowerList accordingly. Though honestly, I always shudder when a solution is to add yet another field to SFDC or Gainsight. I find those types of checkboxes often are not maintained well, and you can quickly get into 'bad data' scenarios.

In an extreme scenario, you could just name specific email addresses which are in-scope, but that won't scale or flex well into the future, because you'll constantly be maintaining the Power List. Is there any existing criteria you could filter against, such as Job Title equals "Project Lead"? You could configure your PowerList to exclude your company's domain unless they have a Job Title that puts them in-scope for your outreach.

1 reply

matthew_lind
matthew_lindAnswer
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October 29, 2018
That's a delicate one. You could add a checkbox or field of some sort to signal which users should receive notifications, and amend your PowerList accordingly. Though honestly, I always shudder when a solution is to add yet another field to SFDC or Gainsight. I find those types of checkboxes often are not maintained well, and you can quickly get into 'bad data' scenarios.

In an extreme scenario, you could just name specific email addresses which are in-scope, but that won't scale or flex well into the future, because you'll constantly be maintaining the Power List. Is there any existing criteria you could filter against, such as Job Title equals "Project Lead"? You could configure your PowerList to exclude your company's domain unless they have a Job Title that puts them in-scope for your outreach.

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