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Advanced personalisation

You can personalise Touchdown to your needs, this article explains personalisation of recipient statistics, email campaigns view and email templates view and automation.

Recipient statistics

These type of statistics is shown in each recipient based on the entity you use. For example, you will gain an overview of each particular lead that was targeted with an email campaign, clicked on an email campaign, received an email campaign and so on, in a form of a timeline. You can also observe each recipient’s reactivity in terms of percentage of opens and clicks from how many received emails.

Recipient timeline

You can also add a timeline (as shown on the image) showing all the interactions of each recipient with your email, SMS and automated communication. To add the timeline you need to modify the recipient’s form.

 

To do so:

  • In Dynamics, go to Settings > Advanced Settings > Customisations > Customise the System
  • Under Components > Entities
  • Select the entities you want to have the timeline (e.g. “Contact”) and open to click Forms 
  • Click Contact > Insert tab > Sub-Grid

 

The Set Properties window opens with three tabs you need to adapt.

In the Display tab:

  • In the Name put Timeline
  • In the Label put Timeline – unless you prefer a different label in your interface
  • In the Entity select Touchdown Send Results (Contact)
  • In the default view select Timeline
  • Confirm OK

 

In the Formatting tab:

  • Select One column
  • In the Number of rows put 4
  • Confirm OK

 

In the Controls tab:

  • Click Add control
  • Select Event Timeline 
  • Click Add
  • Click on the radio buttons to set the Event Timeline view by default on the Web, Phone and Tablet
  • Confirm OK

All the tabs are shown in the image below.

Timeline of interactions
Set Properties

Recipient reactivity

You can also add statistics linked to each recipient showing the percentage of:

  • Opened emails
  • Clicked emails
  • Reactivity

To add recipient statistics you need to modify the recipient’s form.

 

To do so:

  • In Dynamics, go to Settings > Advanced Settings > Customisations > Customise the System
  • Under Components > Entities
  • Select the entities you want to have the timeline (for e.g. “Contact”) and open to click Forms 
  • Click Contact > Insert tab > Web Resource

 

The Add Web Resource window opens with three tabs. You need to adapt the General tab, the rest is optional according to your preferences.

In the General tab: 

  • In Web resource put Web resource: td_/Contact/stats/index.html
  • In Name put Recipient Reactivity
  • In Label put Reactivity – unless you prefer a different label in your interface
  • Confirm OK

You may change the layout in the Formatting tab and add fields in the Dependencies according to your choice, these two tabs don’t need to be modified.

Email statistics

Email Campaigns

Thumbnail view for email campaigns

Touchdown proposes a default interface where the views of email campaigns are shown in a form of thumbnails rather than a Dashboard mode displaying your email campaigns in a list.

However, if your interface doesn’t have the thumbnails view of campaigns you can change it.

To do so:

  • In Dynamics, go to Settings > Advanced Settings > Customisations > Customise the System
  • In Components > Entities > Touchdown Campaign > Views double-click Thumbnails
  • Click Custom Controls

The Custom Controls window opens where:

  • Click Add Control
  • Select Touchdown Thumbnails grid
  • Click on the radio buttons to set the Thumbnails grid view by default on the Web, Phone and Tablet
  • Change the Dashboard mode to false to deactivate list view
  • Change the Enable selection to true to enable thumbnail view
  • Confirm OK
Thumbnails grid

Email Template

Thumbnail view for email templates

Touchdown proposes a default interface where the views of email templates are shown in a form of thumbnails rather than a Dashboard mode displaying your email templates in a list.

However, if your interface doesn’t have the thumbnails view of templates you can change it.

To do so:

  • In Dynamics, go to Settings > Advanced Settings > Customisations > Customise the System
  • In Components > Entities > Touchdown User Template > Views double-click Thumbnails
  • Click Custom Controls

The Custom Controls window opens where:

  • Click Add Control
  • Select Touchdown Thumbnails grid
  • Click on the radio buttons to set the Thumbnails grid view by default on the Web, Phone and Tablet
  • Confirm OK

Automation

Thumbnail view for automation scenarios

Touchdown proposes a default interface where the views of automation scenarios are shown in a form of thumbnails rather than a Dashboard mode displaying your scenarios in a list.

However, if your interface doesn’t have the thumbnails view of templates you can change it.

 

To do so:

  • In Dynamics, go to Settings > Advanced Settings > Customisations > Customise the System
  • In Components > Entities > Touchdown Scenario > Views double-click Scenarios
  • Click Custom Controls

 

The Custom Controls window opens where:

  • Click Add Control
  • Select Touchdown Scenario grid
  • Click on the radials to set the Thumbnails grid view by default on the Web, Phone and Tablet
  • Confirm OK

Manual add in automation scenario

“Manual add” is an entry point for automation scenarios enabling you to trigger the scenario by manually adding contacts/leads to the scenario. In order to be able to do this, you need to add a button “Manual add” that will appear in the top bar of each contact and lead.

The following steps describe how to add the button for the “Manual add” when you select “Member is manually added to the scenario” option in your scenario entry points.

To add “Manual add”, we recommend using the Ribbon workbench editor. If you don’t have it installed, follow this article.

Important: This is an advanced personalisation, performed by the admins.

 

In the Ribbon workbench editor, create two Enable Rules, Selected & Hidden:

  • To create Selected, click the plus next to Enable Rules
  • Add “Selected” at the end of Id field to recognise the rule once you will have to add it to Commands 
  • Click Add Step and select SelectionCountRule where you insert the values as shown below:
Rule selected
  • To create Hidden, click the plus next to Enable Rules
  • Add “Hidden” at the end of Id field to recognise the rule once you will have to add it to Commands
  • Click Add Step and select SelectionCountRule where you insert the values as shown below:
Contact Enable rule

Now we need to create three Commands where we add the rules from above.

  • To create the first Command, click the plus next to Commands
  • Add “Hidden” at the end of Id field as it will be associated with the hidden rule
  • Click Add Enable Rule and select EnableRule.Hidden that you created beforehand
Hidden command
  • To create the second Command, click the plus next to Commands
  • Add “populateFlyout” at the end of Id field
  • Click Add Action and select Javascript Action
  • Enter the following values in the respected fields:
    • Library field: $webresource:td_/automation-ribbon/index.js
    • Function name field: Touchdown.populateEngageFlyout
  • Click Add Enable Rule and select the EnableRule.Selected you created previously
Command flyout
  • To create the third Command, click the plus next to Commands
  • Add “ManualAdd” at the end of Id field
  • Click Add Action and select Javascript Action
  • Enter the following values in the respected fields:
    • Id field: ‘td.td_scenario.ManualAdd’
    • Library field:  $webresource:td_/automation-ribbon/index.js
    • Function name field: Touchdown.automationEngage (as shown below)
  • Click Add Enable Rule and select the EnableRule.Selected you created previously
Command add

Now you need to create a button:

  • Click FLYOUT in the Toolbox to drag and drop the flyout where you want the button to appear:
    • If you want the button in the toolbar of the entity list, place it where you like in the Home section at the very top
    • If you want the button in the toolbar of the entity subgrid, place it in the Subgrid section
    • If you want the button in the toolbar of the entity form (contact/lead), place it in the Form section
  • Add “hidden” at the end of Id field 
  • In the Command field, select Command.Hidden
  • In the PopulateQueryCommand field, select Command.Hidden 
  • In the Populate Only Once field, select True
Hidden flyout button
  • Then click BUTTON in the Toolbox to drag the button where you placed the Hidden Flyout and drop it inside the FLYOUT from the previous step, then click the BUTTON
  • Add “Button” at the end of Id field 
  • In the Command field, select scenario.ManualAdd
  • Enter the Label of the button as you prefer (it will not be visible)
Hidden button
  • Click FLYOUT in the Toolbox to drag and drop it next to the Hidden flyout from the previous steps
  • In the Id field, enter the end according to your placement of the button, e.g. flyout.list
  • In the PopulateQueryCommand field, select Command.populateFlyout
  • In the Populate Only Once field select True
  • In the Label field, enter the label of the button that will appear in your interface, e.g. Engage
Button flyout
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