Touchpoints

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Add dynamic data to Touchpoint Templates

Our primary use case for Touchpoint templates is to give CSMs standardized emails to send customers. For example, when a customer submits a cancellation request, they can select the email to send that explains our cancellation process. These effor...

Christina Brown about 2 months ago in Touchpoints 1 Planned

2 VOTE

Report of Touchpoint Templates used and by whom

I'd love to see a report of the Touchpoint templates used and to go a level deeper and see which Success Managers are using them. Thanks

Jeanne Cox 7 days ago in Touchpoints 0 Planned

1 VOTE

Remove ## Write above this line to respond ## as the text opening to Internal and External emails from a Totango Touchpoint.

Remove ## Write above this line to respond ## as the text opening to Internal and external emails from a Totango Touchpoint. Something like the Subject, or opening text of the touchpoint, or who it is from rather than the direction to write above ...

Guest 5 days ago in Touchpoints 0

1 VOTE

Full year filter on Touchpoints create date

Need a full year filter on touchpoint create date filter

Maya M 7 days ago in Touchpoints 0 Collecting Feedback

5 VOTE

Touchpoint template organization

We have multiple teams adding touchpoint templates. While it's not a massive list at present, it will be soon. It would be awesome if we could categorize the templates in some way. Maybe with folders, or even better, by team. Would be great if I c...

Christina Brown about 2 months ago in Touchpoints 1 Collecting Feedback

2 VOTE

When choosing touchpoint participants, have the default drop down list Totango Users with that account's assignment and contact within the account

Having the users and contacts as the default drop down options save time in typing out each person's name.

Guest 25 days ago in Touchpoints 0 Planned

23 VOTE

Link to Tasks and Touchpoints

Apologies if this has already been posted but I'd love the ability to share links to specific Tasks and Touchpoints.

Ariel McCollough 10 months ago in Touchpoints 2 Collecting Feedback

4 VOTE

Touchpoint Template: Add Attachment to Template

Add the ability to utilize attachments within a Touchpoint Template.

Guest about 2 months ago in Touchpoints 2 Planned

4 VOTE

Touchpoint segment in Health designer

Ability to use Touchpoint based segments in the Health profile

Guest about 2 months ago in Touchpoints 0 Collecting Feedback

7 VOTE

Impose a 20,000 soft limit for BCC Touchpoints

Would like the ability to remove the hard limit for BCC'ing touchpoints to Totango which is capped at 20,000 characters. Instead impose a "soft limit" where anything over 20k characters is auto cut vs. blocking the entire log.

Brian Mudge 3 months ago in Touchpoints 0 Collecting Feedback

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