A Touchpoint is a single, outbound message or action. Touchpoints are generally scheduled relative to important dates in a consultant's life cycle.
To create a touchpoint:
- Click the Journeys icon from the Left Sidebar.
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Click the Journey you would like to add a touchpoint to (if a journey has yet to be created, click Add New Journey.)
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Enter a name and click Create
- Select from the following list of options:
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Drag and Drop Editor: build an email from scratch with a custom layout
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Customize your custom email with a variety of email editing tools
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Basic Editor: send a simple SMS or email
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NEW: Import Touchpoint: duplicate from an existing touchpoint
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Select the touchpoint you would like to import, then click next:
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Once you’ve selected your record type, complete or modify the delivery fields and touchpoint modules.
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Click the Scheduling tab and schedule the touchpoint accordingly
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Review the touchpoint
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When finished, select Save in the upper-right corner of the event page
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Finally, test the touchpoint or preview the variables to confirm everything is displaying as expected