Configuring Touchpoints

What is a touchpoint?

A touchpoint refers to the specific customer-facing experience where the customer is presented with a question - either at the time or afterwards. Some examples of touchpoints include:

• In-store checkout

• In-store pickup

• Online

• Delivery

Exactly which touchpoints are available to a given user on their dashboard depends on two factors:

• Which "outlets" the user has permission to view, and
• Whether the current dashboard has been configured to hide any touchpoints from the view.

Touchpoint configuration

Once touchpoints have been selected via the touchpoint filter in the dashboard header, their visibility and their order can be customized by a user with the appropriate role:

• Admin and Enterprise users can configure touchpoints on dashboards accessible to other users.
• Explorer users can configure touchpoints for their private dashboards only.
• Default users don't have permissions to configure dashboards. 

How to configure touchpoints

1. Locate the gear icon in the actions menu below the filter bar (as shown in the image below).
   

2. Select the gear icon to open the pop-up configuration window (as shown below). Here you can:
   

   • Toggle visibility of touchpoints: Use the checkboxes to choose which touchpoints you want to display.

   • Reorder touchpoints: Click and drag the   icon to rearrange the order of touchpoints as needed
     
     

3. Save changes: Once you’ve made your adjustments, ensure you save your changes to apply the updated configuration