Configuring Touch Points
Introduction
In order to begin importing Touch Points from the different sources into Gold-Vision you must firstly configure them within the Administration Console.
N.B Before you configure your Touch Points you should have the following in place:
A Touch Point scoring plan – see separate document
If you plan to track website visits you need a linked OnMonitoring or Lead Forensics account
If you plan to track your social activity you need to authenticate your Company Twitter and/or Facebook accounts
If you plan to track your e-mail marketing you need a Gold-Vision Connect account and need to be using New mode Campaigns
If you wish to use Touch Point categories these must be configured
Configuring Touch Points: