To create a TouchPoint:
- Go to TouchPoints > Create TouchPoint
- Give TouchPoint a name
- Select from the list - a participant or group
- Select from the list - The Question Series for that participant or group
- Click "Create Touchpoint"
- The user will immediately be presented with a TouchPoint Rules screen to review the settings that were selected.
- The user may also set and edit rules and alerts using TP Rules, TP Exception Rules, Alerts by Participant, and Alerts & Assign to Groups tabs.
- TP Rules - The user can elect to override the system level Contract Rules, established in the Company Profile, and define Contact Rules specific to the TouchPoint.
- TP Exception Rules
- Alerts by Participant - The user can elect to set participant specific alerts that will override previously set Global alerts.
- Alerts & Assign to Groups - The user can elect to Set/Edit Global Question Alerts at this time. Any changes to existing Global Alerts will cause historic data, if any, to be lost.
