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angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
August 5, 2021
New Idea

Participant list should be dynamic

Related products:CS Journey Orchestrator
  • August 5, 2021
  • 11 replies
  • 138 views

Currently, when a participant list is generated and all fields are mapped, they are “locked” with those values.  This makes it prohibitive to use Journeys for communications over time.  Here are some examples of issues:

  • CSM changes after the Journey starts
    • CTA is assigned to the CSM when the participant list was created instead of the current CSM
    • Emails are sent from a previous CSM, and the client may even respond to a previous CSM
  • Client’s email address changes
    • Email is sent to an old email, potentially exposing company information to a non-customer
  • Other fields become outdated
    • Tokenized fields in CTAs and email templates surface inaccurate information the day the communication is created

The participant List is mapped to fields with real-time updates and the file should be upserted at minimum before each time an action within the program is occurring for those participants.

11 replies

angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
December 14, 2022

This is a major issue for a current use case at athenahealth - particularly that we are sending emails to the client from a CSM that no longer works for our company.  When we get a 2 week notice and a Program runs with the same list for 1 month, it is an issue.  Can I get an update on the expected implementation?

Just re-read Specer’s first response to use Calculated fields.  Working on that now.  We also need to have an API to re-assign the CTA to the correct CSM.  This should all be native.

Calculated fields are not recognized as valid email addresses in Preview - will the Program run with a calculated field in the from and reply-to email fields?  IOs this just a limitation with Preview?

Angela Domenichelli (She/Her/Hers)