Adding Touchpoints
The main Product Owners along with the members having Admin Roles access granted.
Touchpoints refer to any interaction that a customer has with a product, or service. These interactions can occur at various stages of the customer journey and across multiple channels. In Engage, admin users can manage multiple touchpoints that appear when a donor starts creating an individual or organizational account.
Attribution dimensions that appear while creating a touchpoint are the same as those added in the Admin Attribution section.
You can add a new touchpoint or edit any previous one via the down arrow. Click the + Add Touchpoint option, name it, choose the lifetime as number of hours, days, months, or year etc., input the attribution dimensions as required from the dropdown and select Save.
All touchpoints added appear in the form of a list stating their:
- Name
- Lifetime
- Attribution dimensions
- Status as active or inactive.
