Reporting: Accounts with Recent Touchpoints

Nicole Tettke
7 steps
45 seconds

Google Chrome

Use Accounts with Recent Touchpoints to understand how many accounts have touchpoints with your configured personas and when these touchpoints took place. This report should give you insights into when and where Reps are engaged within their accounts.

Overview of accounts with recent Persona touchpoints. Note: You can customize *which* Personas are included in this report to be able to report specific types of engagement. A common example of leadership engagement.

Use this legend to understand the different colors and the types of messages **Message Direction** - Upward Arrow - Message Sent - Downward Arrow - Message Received **Colors indicate when the last sent/received message occurred.** - Green - 30 days or less. - Yellow - 31-60 days. - Red - 60 days or more.

The amount of accounts captured in the report will be highlights on the top-right corner of the report. Filters applied at the top will be highlights on the lower left-hand corner of each Report.

Underwhat which accounts have had/not had touchpoints with the persona's selected in the report. This will help you understand which **accounts have at least one touchpoint** with your personas and where there has not yet been engagement in a persona.

Drill into the touchpoints and when the took place by clicking into the date pills.

See each touchpoint - Who recieved the message - The recipient's persona - When the touchpoint was sent - Integration source - Who else was on the message thread - When last message received from this contact.

The report is exportable. Click "Export CSV" to export the report information into a CSV file.

Reporting: Accounts with Recent Touchpoints

Nicole Tettke
7 steps
45 seconds

Google Chrome

The amount of accounts captured in the report will be highlights on the top-right corner of the report. Filters applied at the top will be highlights on the lower left-hand corner of each Report.

Drill into the touchpoints and when the took place by clicking into the date pills.

The report is exportable. Click "Export CSV" to export the report information into a CSV file.