The Touchpoints tab in Pulse is where you can keep the content in your automated communications up-to-date. It lists all your Email, SMS, Letter, and Label touchpoints. It is one central list of every Touchpoint across all apps.
What can you do in Pulse: Touchpoints?
Send instant email previews to yourself (or others) - remind yourself what that looks like.
Instantly download the letters and labels PDFs.
See the Email Report - has the CTR% gone up or down recently?
Edit the Touchpoint - got a better CTA in mind?
Jump to the Workflow it is in - see the other Touchpoints.
Jump to the Email template it was based on - and all others that use that Template too.
See when the content was updated - was it really 2 years ago you set that one up?
Filter by App, Channel, Touchpoint Status, Workflow Status, Tag, and descriptions.
Download all Touchpoints in a CSV file (for offline checking and viewing your creativity).
Example 1: Sam checks her applicant emails
Example 2: Sam sees which emails use the same template
Q. What is the best frequency to check my touchpoints?
A. After your first full audit - we say monthly. Soon enough to rescue any underperformers but not so soon that it feels like a chore.
Q. Why do I see some touchpoints that my colleagues don't see?
A. Each user sees the touchpoints from the apps and occurrences that they have permission to see. No permission, no touchpoint.
Q. Can anybody edit a touchpoint?
A. Only users with SuperUser access to that touchpoint's occurrence can edit them - others just see them but can't edit them.
Q. How can I show somebody else all our Touchpoints and Email Templates?
A. Just download the CSV from the Touchpoints tab, that CSV file contains links to your Touchpoints and Email Templates for those who are not logged into Student CRM.