Creating / Editing / Deleting a Touchpoint

A Touchpoint is a single outbound message or action. Touchpoints are generally scheduled relative to important dates in a consultant's life cycle.

Create a touchpoint

1. Click the Journeys icon from the Left Sidebar.

2. Click the Journey you would like to add a touchpoint to (if a journey has yet to be created, click Add New Journey.)

3. Click “Message Touchpoint”.

4. Select from the available type of touchpoint options:

   Selected type of touchpoint will be highlighted as it is highlighted in the above image is Email - Basic Editor.

   • SMS Basic: You can create basic SMS containing messages to the recipient.
   • SMS Survey: You can create a Survey kind of SMS.
   • Drag and Drop Editor: You can build an email from scratch with a custom layout. Customize your custom email with a variety of email editing tools
   • Email - Basic Editor: You can create a simple email, including surveys.
   • SMS - Recruiting chatbot: You can create a Chatbot driven conversational SMS
   • Email - Recruiting chatbot: You can create an email, including chatbots.
   • Duplicate Touchpoint: duplicate from an existing touchpoint from other journeys.
5. Once you’ve selected your record type, complete or modify the delivery fields and touchpoint modules.
6. Click the Scheduling tab and schedule the touchpoint accordingly.
7. Review the touchpoint
8. When finished, select Save in the upper-right corner of the event page
9. Finally, test the touchpoint or preview the variables to confirm everything is displaying as expected.

Edit a touchpoint

1. Click the Journeys icon from the Left Sidebar.
2. Click the journey that holds the touchpoint to be modified.
3. Select the touchpoint.
4. Make any modifications.
5. Select Save in the lower right of the touchpoint page. Modifications can be canceled anytime by selecting Cancel.

NOTE: Touchpoints can only be modified when their Journey is Inactive.

Delete a touchpoint:

1. Click the Journeys icon from the Left Sidebar.
2. Click the journey that holds the touchpoint to be deleted.
3. Select the touchpoint.
4. Click Delete in the lower left.
5. When prompted, click Delete it. Once deleted, all touchpoint modules and scheduling information will be lost. Any data collected so far will remain available in Analytics.