Adding Parameters to a Touchpoint

To allow interactivity for the users of your touchpoint, set parameters for user input.

Before you begin You must have created a touchpoint, or you must have permission to edit a touchpoint.

To add a parameter, click Add First Parameter.

Configuration options
Workflow variable
  • Required.
  • Comes from the section Workflow Variables.
  • Holds the user's input.
  • Use workflow's existing value as default: By default, the touchpoint uses the value of the workflow variable as defined in the workflow. If the user does not choose an input, this value is used. You can see the value from the workflow in the box to the right labeled Variable Details.
Field Label
  • Required.
  • A user-friendly label for the input.
Description
  • Optional.
  • A short string that describes the purpose of the input.
Data Type
  • Required.
  • The type of data that to be input.
  • Types allowed: Text, Multiline Text, Number, Select Single Option, Select Multiple Options, and Date/time - Calendar.
    • Text: a string.
    • Multiline Text: a multiline string, with a larger text area to type into.
    • Number: a numeric value.
    • Select Single Option: create a dropdown box where a user can make a single choice.
    • Select Multiple Options: create a series of checkboxes where the user can select multiple options.
    • Date/time - Calendar: a calendar widget in which a user can choose a custom date (for example, to show all customers in a chosen time period).
  • For more information about these options, see Touchpoint Parameters.

Editing Existing Parameters

On the right-hand preview panel, click the location icon to go to that parameter in the configuration panel, and then click and drag on the four-arrow icon to change the order of the parameters.