We have an object that has multiple contacts we want to survey utilizing one PowerList in CoPilot. The problem is that PowerList currently asks me to select the object > recipient type > recipient field. Because it forces me to select the recipient field I will have to create multiple PowerLists to survey all contacts on that object. It would be nice if PowerLists let me multi select the recipient fields so I could survey multiple people off one object using one PowerList. For instance I would multi-select Main Contact, Secondary Contact, Third Contact, etc all fields on the same object.
This also solves another problem with over surveying. Because I will need to create multiple PowerLists that means there will be multiple Outreaches all sending the same exact survey so if the contact ends up in the Main Contact field on one record and then in the Secondary Contact field in another record they will be surveyed twice getting the same survey because I am unable to tell Gainsight not to send this SAME SURVEY instead of focusing on just the outreach.
Ability to survey multiple contacts on an object in ONE PowerList
+1The main problem here is someone getting the same survey twice or more times because of multiple outreaches. This can be solved one of two ways I feel either put the 30 day rule/unique ID rule on the survey and not just the outreach OR to add the ability to survey multiple contact fields on one object.
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Hi Andrew, thanks for your suggestion. I understand your use case. One question, what does the object which has multiple contacts represent (or typically represent). Main thing I'm thinking about is if a contact is main contact in one record and secondary contact on another record, since the records are different wouldn't the survey be asking for feedback on a different records (e.g. case, customer etc).
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