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Touchpoints

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A "Call out" pop up that defines the Touchpoint Reasons when you drag your mouse over top of the Touchpoint Reason on the selection list..

We would like our team members to be able to drag their mouse over a Touchpoint Reason when selecting it, and see a "call out" pop up that would indicated what that particular Touchpoint Reason should be used for when recording their Touchpoint. A...
Michael Brown 6 months ago in Touchpoints 2 Collecting Feedback

Last touch = last client response, not CSM outreach

We are interested in tracking inbound responses to touchpoints as indicators of engagement and health instead of outbound touchpoints.
Kirsten Bardwell 2 months ago in Touchpoints 1 Collecting Feedback

Touchpoint External Email Tracking Statistics

External Emails for Touchpoints currently have no tracking information, specifically, "Opened" or "Clicked Link". Would like to Add tracking features similar to Campaigns to allow for more visibility into customer interactions with these Touchpoin...
Guest about 2 months ago in Touchpoints 0 Collecting Feedback

Adding Tasks to Existing Touchpoints

It would be really handy if "Add task" was an option in the 3 dot menu for existing Touchpoints instead of having to add through the "Follow Up" flow.
Ariel McCollough 10 months ago in Touchpoints 1 Collecting Feedback

Editing a touchpoint?

Currently, only global admins have permission to edit touchpoints created by another user.There should be a setting to enable this for specific user roles.
Guest 17 days ago in Touchpoints 0 Collecting Feedback

Generate a link to view large dynamically generated file in email touchpoint

Our business review dynamic data template is a large file. I'd like to be able to have a link to the file vs adding it as an attachment to avoid emails not being delivered due to size. I know I could do this manually for each file, but I'm hoping ...
Jeanne Cox 17 days ago in Touchpoints 0 Collecting Feedback

Ability to search key words within Touchpoints

I take notes for every call and would like to be able to aggregate common feedback trends by searching key words at the end of the month. I could also flag people to future outreach this way (for example, make note that they're open to collaborati...
Guest about 2 months ago in Touchpoints 0 Collecting Feedback

Ability to create bulk touchpoints for CSMs

Currently the only way to add a bulk touchpoint is to go through an Admin who has to upload a CSV file. Our CSMs often interact with multiple customers at once, such as through workshops or in person events, and the ability to be able to add these...
James Elphick about 2 months ago in Touchpoints 0 Collecting Feedback

User page : display related touchpoints

In a user page, I have the related account's link, attributes, campaigns and last usage events. I wish I had touchpoints where this user has been identified as participant, for instance when this client call me and I have to recover the right info...
Simon Oliveau 11 months ago in Touchpoints 0 Collecting Feedback

Sorting of Touchpoint Template and Default Sort Order

Currently Touchpoint Templates default to ordering by Create Date. For things like numbered templates to indicate ordering within a timeline, it would be good to be able to set a default sort order so working within the Templates can be made easie...
Guest about 2 months ago in Touchpoints 0 Collecting Feedback