Overview

Subject: This tutorial demonstrates a case where there's a need to create a Power List to notify anyone that a CTA has been fired off the day before.
Scenario: Copilot is extremely powerful; particularly Power Lists. In this case the objective is to be able to notify either the account owner or the CSM that a CTA has been fired off the previous day.
Complexity: Very Easy
Description: Create a powerlist that refreshes daily to check for any particular CTAs that have been created.
Challenges: Making sure that the Powerlist fires before the Outreach
Approach: Create a Powerlist to check for CTA

Notes and Tips:

General:

  • This tutorial is presented for educational purposes only
  • Always test your rules before running them in a production environment
  • Understand your Salesforce environment before performing any operations which may affect your data

Navigate to CoPilot Power Lists

Navigate to CoPilot Power Lists
  1. Click the CoPilot tab > click the Power List sub-page in the left pane
  2. Click +Power List

Set up the Power List

  1. Enter a name for your Power List
  2. In derive list of contact from, select "Call to Action" and "User Strategy" and "Call to Action::Assignee"
  3. Add the following criteria:
    • Call to Action: Call to Action Name Equals QBR in 90 Days (or another CTA name that you want to check)
    • Call to Action: Created Date greater or equal and Subtract N days from Run 1. This causes the rule to look for CTAs created yesterday.
    • Call to Action: Created Date less than Run Date (This ensures it will only check the previous day.)
  4. (Optional) Add additional list fields for use as tokens in your email template.
  5. (Optional) Select the time the power list needs to be refreshed. Make sure it is after the list runs, but before the outreach is sent.
  6. Click Save.

For more information about scheduling Outreaches, or creating Email Templates see the articles Create and Execute CoPilot Outreaches (aka, schedule emails) and Create CoPilot Email Templates.