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New Idea

Journey Orchestrator: Update exclusion lists via Rule

Related products:None

keith_mattes

Currently, the only way to update the exclusion list on a program is manually via CSV upload.

As a Gainsight Admin, I would like the ability to use a Rule to dynamically update the Exclusion list for a single JO Program.

While we could leverage the query-builder in sources to exclude participants by unique email address, being able to define a program-specific list could be very useful.

Our use-case is that we have a Pendo NPS dataset that is being integrated into SFDC and we want to dynamically exclude any participants from there from current NPS sends without manual intervention.

5 replies

keith_mattes
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  • Helper ⭐️⭐️
  • 187 replies
  • January 4, 2021

Thinking through this, I will also investigate if there is a field on the user record that is “Do not send” or “exclude” that can be toggled via rule, but this does not seem Program-specific, which is the ask on this.


sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • January 4, 2021

@jean.nairon and @gunjanm do you have any suggestions here?


kelly
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  • Helper ⭐️⭐️⭐️
  • 312 replies
  • January 4, 2021

I think this request is similar to an existing post, you may want to add feedback to this thread.


sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • January 5, 2021

@kelly Thanks!!

@keith_mattes did you get a chance to follow this post?


keith_mattes
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  • Helper ⭐️⭐️
  • 187 replies
  • January 5, 2021

Thanks! I saw that post and it’s pretty much the same ask, thank you!


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