- All Users
This article covers the basic functionality and some possible use cases when using Upcoming Touchpoints!
To view Upcoming Touchpoints:
- Click on the "Retain" drop-down menu
- Click on"Upcoming Touchpoints
On this page, you'll be able to see all of your scheduled Touchpoints for the week! You can also go back and review past weeks as well! Before diving in too deep, It's important to note the filters at the top of the page! If you are a regional manager, you will only be able to see your locations! If you are an admin, you will see all locations! Feel free to use these filters to help pair down the information for easier viewing!
Below this section, you'll be able to see the upcoming touchpoints for the week! You'll also see some options on the right-hand side of the page in red that say edit. Clicking this allows you to either skip a message or stop them altogether! Please feel free to use this anytime you need to prevent a message from going out to someone!
If anything looks off, you can always reach out to firstname.lastname@example.org!