Ability to Create PowerList from CSV of Accounts
None
Right now, it's possible to create a PowerList from a CSV of contacts with email address or contact ID. It would be really helpful if admins could do the same from a CSV of account identifiers. For example, if you had a list of accounts and account IDs, you could upload and filter down by contact criteria (i.e. contact role, title, etc.)
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
I'd love to hear more details around the use case. This is what I'm hearing, but tell me what gaps I'm missing:
You have a CSV with a list of accounts (just Account Name or Account IDs) that you'd like to receive a given email program. The source file is just the list of accounts, but you further want to filter the data so that you only send the email program to specific contacts (defined by contact role, title, etc), so your participant list is really the combination of the CSV list of accounts merged with your contact data and filtered to target specific contact types at those listed accounts.
Is that right? Anything else that I might be missing?
Where does the CSV of accounts to be targeted come from?
Generally these tyeps of lists come from our Product team and consist of account name and an ID (usually not SFDC ID). As a result, I often have to pull another SFDC report or PowerList of contacts and do some vlookups to get the right contact list and then upload into GS.
It would be great if all of this could be done directly in Gainsight similar to how it currently works with the Contact CSV file.
Thanks!