Skip to main content

Categorize Outreaches/Folder System (like with Reports)

ray_roohparvar
I found the folder system/ability to categorize with Reports to be EXTREMELY helpful and a great improvement to the user experience. Having said that, when can we expect a similar feature with Copilot? I currently have ~30 Outreaches and those are steadily growing, so are my Power Lists and Email Templates. It's already becoming tedious to go through these since the naming convention for the different functions are similar.(i.e. numerous outreaches, lists, templates that start w FY_ Q_, etc.).

    6 replies

    ben
    Forum|alt.badge.img
    • ben
    • Helper ⭐️⭐️⭐️
    • 314 replies
    • May 3, 2017
    This would be super helpful. We have a larger number of powerlists and outreaches. You can kinda accomplish this with variants, but only in some situations. A folder structure would be much cleaner in my mind.
    -Ben
    andrea_weisz_171687
    1 person likes this
    • andrea_weisz_171687
      andrea_weisz_171687
    tzundelgainsightcom
    Forum|alt.badge.img
    This is a great suggestion! I look forward to hearing from our Product team as to when we can expect to see this.
    elizabeth
    1 person likes this
    • elizabeth
      elizabeth
    praneet
    • praneet
    • Helper ⭐️⭐️⭐️
    • 203 replies
    • May 4, 2017
    This is definitely on our roadmap, once it is picked up for engineering to execute i will update ETA over here.
    tess_santry
    • tess_santry
    • Contributor ⭐️
    • 1 reply
    • May 4, 2017
    This would be super helpful for us as well. Excited for updates! 
    andrea_weisz_171687
    I want this for both outreaches and email templates. We are HEAVY Copilot users and its hard to keep organized.
    praneet
    kara_kotecki
    2 people like this
    • praneet
      praneet
    • kara_kotecki
      kara_kotecki
    angie_delarosa
    Forum|alt.badge.img+2
    • angie_delarosa
    • Contributor ⭐️⭐️⭐️
    • 10 replies
    • June 20, 2019
    @praneet I see that you mentioned this was on the roadmap back in 2017. Can you provide updates? I'm not easily able to locate this information in the community or elsewhere. Thank you! :)

    My similar idea: https://community.gainsight.com/conversations/folder-system-or-hierarchy-to-organize-journey-orchestrator-5bc73f34e4b084c623191a88

    Reply


    Terms & ConditionsCookie settings

    Cookie policy

    We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

     
    Cookie settings