Administer Touchpoints › Manage Touchpoint Groups › Create a Touchpoint Group with Selected Touchpoints

Create a Touchpoint Group with Selected Touchpoints

Create a touchpoint group that can serve as an operator target when a given operator must target multiple touchpoints at once. You add a Touchpoint Group at the environment level. Select each touchpoint for the group from the Domain hierarchy. You can select an Orchestrator touchpoint or an agent touchpoint, then use the Copy To option to copy the selected touchpoint to a touchpoint group.

Follow these steps:

1. Click the Configuration tab.
2. Expand the Domain, select the environment to configure, and click Lock.
3. Create a touchpoint group:
   1. Right-click an environment, then select Add New Group.
   2. On the Add Touchpoint Group dialog, enter a name for the touchpoint group and click OK.

      For example, if you entered TPG1 for the name, the new group name appears under the selected environment below All Host Groups.

   

   1. Click Save.

      Note: You cannot successfully add an Orchestrator to an unsaved touchpoint group.

4. Copy Orchestrator touchpoints and agent touchpoints to the touchpoint group. For example:
   1. Right-click an Orchestrator, then select Copy To, group_name.

      The selected Orchestrator appears in the hierarchy under the selected touchpoint group name.

   2. Click Save.
   3. Right-click another Orchestrator, select Copy To, then select the same group_name.
   4. Click Save.
   5. Expand All Touchpoints, right-click an agent touchpoint, select Copy To, then select the same group_name.

   The TPG1 touchpoint group in the following example displays contents of two Orchestrator touchpoints and one agent touchpoint:

   

5. Select the environment, and select Unlock.

   The Unsaved Data dialog prompts you to save changes.

6. Click Yes.

More information:

Manage Touchpoint Groups