Selecting Touchpoint activities

Select one or more Touchpoint activities to include in the source data for your dashboard.

You can add Touchpoint activities when you are creating your dashboard, or return at any point and add them by selecting Data Management from your dashboard. You can add as many Touchpoint activities as you require.

1. Do one of the following:
   • If you are creating a new dashboard, follow the steps in Create a dashboard until you get to the Data Selection page.
   • If you are adding Touchpoint activities to an existing dashboard, open the dashboard from the Dashboards page and click Data Management.
2. Select the Data Selection tab, and then select Touchpoint.
3. Locate the Touchpoint activity, or activities, you want to include and click the checkbox to the left of each activity to add.
   • To search for a Touchpoint activity, enter all or part of the activity name in the search text box.
   • Sort the activities listed in descending (A-Z. This is the default) or ascending (Z-A) order by clicking on the Activity Name column heading.
   • Browse through multiple pages of activities, if applicable, by clicking the page numbers at the bottom right of the Activities table. You can also adjust the number of entries displayed on each page by selecting 10 (Default), 20, or 50 items from the Rows per page drop-down list.
   The activities you have added are listed in the Selected Data panel.
4. If the selected Touchpoint activities are the only data sources you need for your dashboard, click Done.
   You can also continue with the data selection process by adding any of the following:

   • Surveys
   • Profile variables
   • Data tables
   • User-defined fields