Adding Touchpoint Type as an attribute to pull into columns

Yagodnik, Katie

• March 04, 2020 20:26

Hi All,

Loving this new touchpoint type dropdown menu that you just recently enabled in the tool. Already getting questions from the sales team around being able to use this as an attribute that we can pull into columns. Is this coming and I am just ahead of myself? 

 

Thx,

Katie Y. 

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  Brittany Reichwald

  • March 04, 2020 20:28

  That was one of the first questions we had too! Our CSM told us this is on the roadmap, just not sure what the timeframe looks like. 

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  Ruthy Lichtenstein

  • March 04, 2020 20:41

  yes! This!!

  lol I thought this was part of the existing feature of the reason :)

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  Vijay

  • March 04, 2020 21:00

  :) Yes this is currently in development and we hope to get touchpoint segmentation out by end of March or mid April!

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  Thomas Favre-Bulle

  • March 06, 2020 16:16

  Yes, we need to segment by touchpoint type and touchpoint reason.

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  Sara Persson

  • June 19, 2020 10:14

  It's great to be able to segment on touchpoint types now :) I would also like to be able to use them in columns in account segmenting. For example: I want to see all high touch accounts in a segment, and when they last had a meeting, workshop, e-mail, phonecall etc. 

   

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