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New Idea

Dynamic JO needs the ability to auto-archive one-time programs

Related products:CS Journey Orchestrator, Email & Notifications
  • September 27, 2024
  • 5 replies
  • 39 views

dayn.johnson

We have a lot of programs that are only sent once, and the deletion process is unwieldy (stopping, then deleting individually) and requires a lengthy, manual cleanup process.

My ask:

Could we get some sort of “auto-archive x number of days/months” toggle added to dynamic JOs? It would make sense to put it here, but definitely would be something nice to have.

Related posts:

 

5 replies

dayn.johnson
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  • 647 replies
  • September 27, 2024

As an update, something like this (Eloqua has had it since AT LEAST 2017) where we can configure the the End Date is what I have in mind... There’s even a DEFAULT end date if one is not selected (3 months after the program launches). This is so participants are not brought in when they shouldn’t be.

Once the end date is reached, the campaign is switched to read-only.

 


TMaier
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  • Helper ⭐️
  • 175 replies
  • September 30, 2024

As someone currently combing through hundreds of old one-time Programs which are still Active, I can personally attest to how much time this would save. It is NOT quick to review Programs one by one and identify the “dead” ones, and stop them. If these could be set to auto-stop after launch (esp in the case of csv sourced Programs, which are 99% one-time deals that can be stopped immediately after sending) it would make for a much cleaner experience for me and whoever replaces me one day.


dayn.johnson
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  • 647 replies
  • February 26, 2025

Bringing this back up again, since it’s almost time for spring cleaning. Is this on the roadmap for dynamic JO? Being able to schedule a 1x program to automatically switch to “stopped” (and being able to configure the default number of days/weeks/months) after sending would be a big QoL update.


Carol_Keyes
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  • 34 replies
  • February 28, 2025

I would add that I want the option to flag as truly a one-time program vs something that I want to trigger now manually and potentially again sometime in the future. 


dayn.johnson
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  • 647 replies
  • February 28, 2025
Carol_Keyes wrote:

I want the option to flag as truly a one-time program vs something that I want to trigger now manually and potentially again sometime in the future. 

 

Oh man, this would be fantastic. Very similar to ​@kstim’s idea to have a column for shared reports (linked below). What would be amazing would be allowing admins to add columns with boolean fields and tags across the entirety of the Gainsight system, so we can filter for what is most valuable to us.

Like ​@gunjanm always says… don’t tell us how to do our business. 😂

 


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