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waynedilworth
Contributor ⭐️⭐️⭐️⭐️⭐️
November 15, 2024
New Idea

Dynamic Programs - If Exclusion List is Applied - show indicator or Expand Section

Related products:CS Journey Orchestrator
  • November 15, 2024
  • 3 replies
  • 62 views

We have a JO Dynamic Program that we applied an exclusion list to, excluding a first set of recipients from a re-run.  That program was cloned and the exclusion list carried forward. 

There is nothing on the Advanced Settings Tab to indicate that an exclusion list was applied:

Suggestion: 

If an Audience Exclusion list is applied, put an identifier here - or - autoexpand the Audience Exclusion section if a list is applied - there is no visual identifier here to show that I have applied an exclusion list which caused us to retain the list unknowingly through cloning.

3 replies

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
November 15, 2024

One hundred percent!

Question: how difficult would it be to use a toggle (like the Action Execution Schedule below) the Audience Exclusion section?

That way, if it was toggled on, we’d know there was an exclusion list applied (and it would open up that section the same way)!

 

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
kelly
Helper ⭐️⭐️⭐️
December 11, 2024

To add to this, it’s also not obvious that filters are applied to a datasource given the current verbiage.

 

Add Filters implies there aren’t any. If there are filters applied the phrasing should make it clear like Edit Filters. 

 

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
December 11, 2024

To add to this, it’s also not obvious that filters are applied to a datasource given the current verbiage.

 

Add Filters implies there aren’t any. If there are filters applied the phrasing should make it clear like Edit Filters. 

 

💯

 

Even if we aren’t cloning a program, if filters have been applied (or anything else that’s buried in another menu -- looking at you “Show on timeline”), we need visibility in the program details once we click into the program, without having to hunt through every menu to confirm.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member