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keith_mattes
keith_mattes
Helper ⭐️⭐️
January 4, 2021
New Idea

Journey Orchestrator: Update exclusion lists via Rule

  • January 4, 2021
  • 5 replies
  • 104 views

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
    keith_mattesAuthor
    Helper ⭐️⭐️
    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.

    Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      January 4, 2021

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

      kelly
      kelly
      Helper ⭐️⭐️⭐️
      January 4, 2021

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

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        January 5, 2021

        @kelly Thanks!!

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

          keith_mattes
          keith_mattesAuthor
          Helper ⭐️⭐️
          January 5, 2021

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

          Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
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