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Adding Participants to an Advanced Outreach

The green participants icon at the beginning of every model gives users the option to add recipients to the outreach from four potential sources: Event, Power List, CSV, and Query Builder.

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Three steps are needed to complete adding Participant sources to an Advanced Outreach: adding Participant Sources, Filtering Criteria on Participants, and Mapping Participant Sources

Adding Participant Sources

Multiple sources can be selected and used in a single Advanced Outreach. The participants from all of the sources can be synced into a single list.

Note: By default, only one source for each source type can be added to an Advanced Outreach. If you need to add additional sources of a single type, please contact Gainsight Support.

To begin adding participant sources, click the green participants icon in an Advanced Outreach model and then click the + SOURCE button in the Participant Source section to select a source type.

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Event 

Allows users to add participants from Gainsight’s Event Framework found under Administration > Events. Events can be defined as activities that are triggered as a result of some other activity. For example: A case satisfaction survey to be sent whenever a case is closed can be configured as an event, or a notification email to be sent whenever a participant responds to a survey.

To add an event, perform the following steps:

  1. Select Events from the Add Sources (+) menu.
  2. Select the required topic from the drop-down list.
  3. Select an event associated with the topic.

Note: Values in the Event menu are populated based on the topic selected in the previous step.

  1. Select a version associated with the event, and click SAVE. The required event is added as a participant to the outreach.

Note: You can add only one Event source per advanced outreach.

For detailed information on the Events framework and how they are created, see the Events Framework article.

Power List 

Allows users to add participants from an existing power list. Users can add one power list per Advanced Outreach. For more information on how to create power lists, see the article Create CoPilot Power Lists (aka, email contact list).

Participants can be added from a Power list in one of two ways:

  • Statically, where all members of the list at the time of selection are added as participants to the Advanced Outreach.
  • Dynamically, where new members who later meet the criteria of the power list will be added as participants. If the dynamic option is selected, you will have access to the scheduler feature to decide when the power list will be queried for new participants. The Scheduler can be configured on a Daily, Weekly, or Monthly schedule, with a Start Date, End Date, and a Preferred Time to run the query. This schedule can be edited after the Adv. Outreach has been published. The outreach will follow the new schedule going forward. When the schedule runs, it will run the Power List query for new contacts to be added as participants. Each scheduling options has different selections available:
    • The Daily option allows you to select either every week day, or every day.
    • The Weekly option allows you to select which day of the week you would like to run the query.
    • The Monthly option allows you to select a specific day within the month to run the query (1st - 31st as well as the Last day of the month). You can also choose to run the query on a timed day of the week such as the 1st Sunday, or 3rd Tuesday of the month.

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Note: When the Advanced Outreach pulls Participants from a Power list, this does not trigger a refresh process within the Power list. In order to keep the Participant list as up-to-date as possible, Power lists should be scheduled to refresh before the Advanced Outreach is scheduled to pull in Participants based on the schedule you've configured.

CSV

Allows users to upload participants from CSV files. Only one CSV file source can be added to an Advanced Outreach. Users can download a CSV template from the link illustrated below:

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Query Builder

Allows users to create a bionic query that will add participants. For more general information regarding queries used with Bionic Rules, see the article Getting Started with Bionic Rules.

After selecting the Query Builder as a source, you will need to provide a name for the query builder source to proceed.

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You can then add a Dataset Task to configure the source.

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The query builder functionality allows users to pull in contact information using an interface identical to Bionic Rules.

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Users are able to query source objects from Salesforce Data, Matrix Data, and Data Spaces. The Task Name and Output Dataset Name must be filled out before the Dataset Task can be saved. These fields allow users to differentiate between different Dataset Tasks that might be added to the query. 

Within the Show section of the Query Builder, users can select fields from the source object that they would like to reference. The data from these fields will then be available when mapping the participants later.

The Filter section of the Query Builder will set the criteria for what contacts are pulled in by the query. Only contacts that meet this criteria will be pulled in as participants.

Once the query is configured, click SAVE in the top-right to save the Dataset Task.

After you have configured all Dataset Tasks to be used by the query, you will also have the option to schedule the query to run and pull in participants.

Click the SCHEDULE option in the top-right of the Participants configuration.

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This schedule can be configured one of two ways:

  • Statically, where all contacts that are pulled in by the query at the time are added as participants to the Advanced Outreach.
  • Dynamically, where new members who later meet the criteria of the power list will be added as participants. If the dynamic option is selected, you will have access to the scheduler feature to decide when the query will run for new participants. The Scheduler can be configured on a Daily, Weekly, or Monthly schedule, with a Start Date, End Date, and a Preferred Time to run the query. When the schedule runs, it will run the query for new contacts to be added as participants. This schedule can be edited after the Adv. Outreach has been published. The outreach will follow the new schedule going forward. Each scheduling options has different selections available:
    • The Daily option allows you to select either every week day, or every day.
    • The Weekly option allows you to select which day of the week you would like to run the query.
    • The Monthly option allows you to select a specific day within the month to run the query (1st - 31st as well as the Last day of the month). You can also choose to run the query on a timed day of the week such as the 1st Sunday, or 3rd Tuesday of the month.

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Filter Criteria on Participants

Users have several options to further define and configure Participants.

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1. Uniqueness Criteria: Sets the field that is used to determine if an individual participant is unique from other participants. Only unique participants will be included in the outreach. This prevents contacts from being sent multiple, identical emails as part of the outreach.

When selecting Uniqueness Criteria for Advanced Outreaches, Admins can decide if contacts with the same Uniqueness Criteria can only be added to the Participant Lifecycle once in the lifetime of an Advanced Outreach, or if they should be added again after reaching a selected Participant State. This feature can be configured so that participants can be re-added after reaching any combination of Participant States. For example, if you would like contacts to be re-added after they leave the Participant Lifecycle because they were “Knocked Off” or encountered a “System Error”, you can select those options. This option can be configured after the Advanced Outreach is published.

Prevent Participants from Receiving Surveys Repeatedly: When selecting the option for users to be re-added after they reach a participant state, it is recommended to use the option "Participant with same email address can enter once in X days". This will prevent the participant from being added to the outreach again if they have already been added to it within a set amount of time, even if they meet other criteria set within the Uniqueness Criteria section. This will prevent the participant from receiving duplicate messages. See the Advanced Criteria section for more information.

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2. Exclusion List: Users can upload a CSV of contacts that they would like to exclude from the outreach, even if they are added as unique participants from a source. After this CSV is uploaded, users will need to select a criteria field to determine how participants are excluded. The available fields will be pulled from the CSV’s headers. This list will be considered when the sync feature consolidates each source into a single participant list. Any contact on this list will not be added by a source during the sync. 

Exclusion lists can be deleted after an Advanced Outreach has been published by clicking on the trash can icon next to an uploaded list. After the list is deleted, if a participant that would have been excluded by the list is then added by a source, it will enter the participant cycle of the Advanced Outreach.

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3. Advanced Criteria

Users can select checkboxes that will: 

  • Prevent a Participant with the same email address from being added to the Outreach within a set number of days. The number of days can be customized by the user.
  • Allow participants without valid Salesforce Account IDs to be added to the outreach.

4. Save/Discard: Save or discard the changes you have made to Participant Criteria.

Mapping Participant Sources

Since it is possible to add participants from multiple sources in a single Advanced Outreach, it is important to map the data being pulled from each source to the fields within the Participants object. In the Standard Field Mapping section, the column on the far left will display a list of standard fields from the participant object. Each Participant source will display an adjacent column, giving users the chance to select which source field is mapped to a standard participant field. Additional custom field mapping can be added as well. The Adv. Outreach feature can map fields from SFDC and Gainsight standard objects.

For certain models, such as the Customer Satisfaction Survey, you are required to map to a field called the Context ID. This field is used to define the context for why the survey is being sent, and to link the survey's responses to the appropriate files in Gainsight. For example, when sending a case closure survey, we need to pull in the Case ID field as part of a Participant Source, and then map it to the Context ID field. This enables us to tie participant's survey responses to the appropriate case.

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Email Settings

Under Email Settings, admins can configure Advanced Outreaches to log all emails in Salesforce on the Contact record. If this setting is enabled for an AO already in progress, it will log all emails sent going forward. By default, this setting is turned off.

To enable this option, navigate to a specific Advanced Outreach, and the Participants Configuration > Email Settings section.

Note: To successfully log emails to Salesforce Activities for Accounts, it’s mandatory to map the SFDC Contact Id in the mapping Participant Sources step. To successfully log emails to Salesforce Activities for Relationships, SFDC Relationship and Relationship contact ID is mandatory. 

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Click the checkbox and Save to activate the feature. Each email will be saved in the Contact’s Activity History.

Admins can configure the Task Owner Field to select who will own the email activity record in Salesforce. The Default Task Owner can be configured to assign the task to a default user, in case the owner field is not available.

Click the SAVE button to save configurations you have made, or the DISCARD button to remove your changes.

Calculated Fields

For the Email Chain model, users can add Calculated Fields to be used throughout the Advanced Outreach. For more information on adding these fields, refer to Advanced Outreach: Conditional Wait for Email Chain.

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Additional Participant Configuration Options

Additional options are available for Participants Configuration.

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Sync Sources: This gathers all contacts from all of the sources and syncs them into a single Participants list.

Participants: View the list of all Participants created by the Sync Sources option. This view can display up to 1,000 records. This list will display the state of each Participant within the Participant Lifecycle.

BACK TO MODEL: Navigates back to the Advanced Outreach model configuration page.

Removing Participants

To remove participants that have already been added to an Advanced Outreach, click the Participants icon at the top-right of the Participant Configuration page, and click the trash can icon next to the Participant's name.

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There is no ability to mass delete participants and they must be deleted one by one. You can search for specific Participants using the fields within the Participant Table. You can not delete Participants in a Completed or Paused Participant State.

Unsubscribe Process

After a participant has received an Advanced Outreach, they can choose the option to unsubscribe. When a user clicks this option there are two categories they can unsubscribe from: Customer Success Communication and Survey Communication. Depending on how a user has unsubscribed, an Advanced Outreach will perform in the following ways:

  • When an Advanced Outreach is published, a check is performed against the list of unsubscribed contacts (contacts who have unsubscribed earlier from all communications). Participants that match this list are dropped from the Advanced Outreach.This is applicable for all survey models: NPS, CSAT and Generic Survey Model.
  • If the Participant unsubscribes within the Advanced Outreach NPS journey and chooses either Survey Communication or Customer Success Communication, they will be dropped from the NPS journey and will not receive any further communications such as reminder emails or escalation emails.
  • Within an Email Chain model, only participants who have unsubscribed from the category - Customer Success Communication are not added to the Advanced Outreach and are dropped from the journey.

As part of Advanced Outreach analytics, you can see the number of emails which were unsubscribed as part of each email step.

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Bounced/Unsubscribed Participants

Bounced and Unsubscribed contacts will not be added to the Participants data table in an Advanced Outreach. Gainsight will safely drop this data before adding Participants to the data table.

If you have questions or feedback about the feature explained in this article, please share them on community.gainsight.com.

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