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I am looking to have some of my team update our contact lists in SF using the bounced reply info from CoPilot outreaches. I am hoping to export a spreadsheet of all hard bounces across all outreaches. Currently, I can only see how to export on a per-outreach basis and the does not always include the contact name and account. Thanks! -Ben

what permission set is used for copilot analytics? The feature expressed here (my user cannot see "analytics," it is greyed out) https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/User_Guides/02_Revie...

We've discovered that making changes to the name of an email template will nullify (or re-set) the "once in a lifetime" setting that was previously set on the outreach that uses that template. In theory, your power list should only grab customers who fit the set criteria and you wouldn't be likely to send duplicate messages; however, when we recently ran a manual push of an outreach to distribute it to customers who should have received it in the past, and the template we used had recently undergone a slight change in its naming convention for tracking purposes, it resulted in the delivery of this message to several customers who had already received it. Perhaps this is my own naivete, but I had thought that once a template or outreach was created, it was set and name or text changes wouldn't alter the tracking of its history. Since that is not the case, wouldn't it be cool/convenient if that was the case? 

When writing the outreach campaign, I could not find where the choices for token mapping were set.   I scrubbed documentation with no luck.  I figured I would post this in the community with the answer since it took me so long to find it.  -

We have some pretty robust HTML templates built by some of our other internal teams. I would love to be able to pull these templates into Gainsight somehow, ideally into CoPilot.  Is this possible? Are there instructions I can follow somewhere? Thanks! -Ben

Can CoPilot send a preview email to internal audiences, such as the CSM that the email is being on behalf of? For instance, I am setting up a new customer introduction email and would like the CSM to quickly review and confirm they like fun fact I've included about them. Any chance that I can send the template to them? 

Is it possible to preview what an email from CoPilot will look like on Mobile? I've added a table with photos and want to ensure it'll look good on a phone before executing the outreach. Even if I could send a test email to myself as a way to check, that would help. 

I am trying to create an email template that I can send to myself and other admins in the company to give me a quick rundown of all CTA's that were created today. I am having difficulty structuring the power list so that Gainsight can find myself, has anybody tried doing something like this?

I'm trying to determine the best way to remove certain people from receiving CoPilot emails from a send I'm scheduling for tomorrow.  Does "Contact::Email ---not equal to---email address" remove them? I'm trying that now and still getting a few emails showing up. 

What's the best way for a 1:M CSM to communicate bounces from Copilot to her marketing team for ongoing contact maintenance?  Right now, we're discussing a Reports 2.0 on the 'email log' object that is put on a GS dashboard/layout & emailed once a month.  But tables of data emailed via dashboards in a Powerpoint is not ideal -- it's difficult to read and work with.  Other suggestions?

Hi There,  We have completed a survey using Gainsight Survey. Now we would to segment out the list contacts from the survey based on the answers and send another email through co pilot for this list of contacts based on their survey answer. There a way to do this? At the moment we have to export this list from the analyze screen which sometime doesn't include their email or contact id so we can filter this list easily from Co pilot. I wish we can choose the additional fields to be exported out from the export function on the survey. Mei ling

I have 2.5 questions for Success Plans: Is it possible to include the "Comments" box for each Objective when you export the Success Plan to PPT?   Sidenote, is there a way to export success plan summary (customer name, objective, success criteria, due date, comments) to one PPT slide instead of individual slides?  Can we remove Success Plan Objectives from cockpit view in C360? Every single customer has at least one success plan with at least 5 objectives and it's creating a lot of noise in the Cockpit. We prefer to keep those objectives in the widget area only (if possible).Thanks for your help!  Linda

After 16-18 hours trying to work with surveys and co-pilots it is hard to imagine this functionaity has been tested thoroughly. Not only are the rules driving distribution not effective in surveys, the email templates and power lists are filled with issues.  There is no way to personalize outreach follow-ups.  On top of that, them moment you attempt to copy of edit an email template, bugs cause the HTML to create color changes in text and fields that make the emails unsendable.  Does anyone have to use an outside program to send NPS survey's?

I have a customer who is interested in importing a SF template into CoPilot. Is it on our roadmap to be able to do so? 

I raised this issue to support, but figured I'd come to the community as well in case I get a quicker response. I want to enable an MDA table to use joins, but do not seem to have the capability on a particular table. This document https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Managing_Data_I... says "Note: Currently, we support creation of lookup relation only on MDA objects for which joins are allowed." But it does not tell me how to enable joins on an MDA table where Allow Joins is set to false.  I cannot seem to find this explained anywhere else either.  Hopefully I have just overlooked it. See attached image.  Support Health Scorecard table shows Joins Allowed = true, but Predictive Health Scorecard shows Joins Allowed = false.  Any guidance?

Team, I am creating a Power List on Survey Participant to send the Account Manager a link to the responses.  I have copied the URL from the Survey Response preview that you can do through the normal UI, and replaced the IDs with merge fields for Survey Master and Token.  I have an example where the URL is fashioned in completely the same way as the preview from the Survey tool, but it says Invalid Survey when trying to preview from the Copilot email.  Happy to send screenshots if that helps. Any thoughts? Rob

I would love to be able to see the CSM name as one of the fields on the NPS Detailed Responses section on the dashboard. 

In Copilot can you use tags within the html code you insert?

Clicked on cockpit and then clicked on copilot.Did it two or three times. Observed below screen->

Hi There  I am trying to build a 2 column emails with image on one side and text on the other. I have copied the HTML from an email template that does this but it doesn't appear to work in the copilot html source when pasted in. It seems to replace all the styling I have pasted it. Therefore is there a way to create the layout in similar way in copilot email template? which in mobile the 2 columns will rearrange to image at the top and the text below the image as per the image in the left panel. 

Per the documentation on Send Surveys to Dynamic Contact List Via Copilot: "...you can schedule a follow-up outreach using the same power list. Currently, you can't create a power list for only those who did not yet respond.Similarly, you can't identify customers who clicked the Survey link in your email, but didn't complete the Survey." Is this slated to be built into the product? It creates a hindrance when trying to do surveys and correctly target the customers.

Would anyone mind sharing some of the higher value rules used by your organization?  We have 11 set-up but the higher value ones to us are:  90 Days to Renewal (w/ CTA and Playbook) Change in Licensing (Add/Remove/Renew/Churn - w/ CTA) New Customer / CSM Assignment (Kicks off our welcoming process playbook) New Feature Enabled (Milestone and Feature Update) Sponsor Tracking Rule Lack of Customer Engagement (w/ CTA and Playbook)

When a CSM cancles a CTA, why would it still show in their Cockpit?  Is there a way to configure those to be removed from their standard Cockpit view?  If they've canceled the item, there's no useful reason to display it on their task list, correct? 

Can someone provide some additional information on how a reputation score is calculated, and at what thresholds does it become impactful on the execution/performance of outreaches?

Looking to identify which GS objects hold Powerlist, Template, Outreach data.   We have a sandbox that when originally created did not get any Co-Pilot data pulled over.  Doing a refresh and I want to make sure we get Co-Pilot data in there.