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Embed the customer insights tool

james calleja.png
Written by James Calleja
Former MindTouch Employee at MindTouch
This page applies to:MindTouch Responsive

This article provides steps for embedding the customer insights tool into your web properties or applications.
 

Prerequisites


  • customer insights tool created
  • Basic HTML skills
  • Host or domain on which you want to embed the customer insights tool
  • Rights of authorship on the page on which you want to embed the customer insights tool
     

How to embed the customer insights tool


Step 1: Copy the embed code

Note to user   NOTE:  Skip this section if you already copied the code when you created your customer insights tool.

  1. From the Site tools menu on the MindTouch toolbar, select Control panel.
  2. Navigate to System Settings > Integrations > Touchpoint Toolbox.
  3. Scroll to Currently enabled Touchpoint tools, select your tool and click Copy code to clipboard.

Screenshot of the customer insights touchpoint embed code

Step 2: Embed the customer insights tool

  1. Navigate to the page on which you want to embed your customer insights tool.
  2. Decide where on the page you want to add the customer insights tool.
  3. If necessary, consult with your product developers to access the HTML of your web application.
  4. Paste the embed code directly into the HTML of your web page or application.

Screenshot of the embedded customer insights touchpoint html

Step 3: Test your customer insights tool

  1. Open your web page or application.
  2. Type a user's name into the search bar.

Screenshot of a customer insights touchpoint

  1. Verify the customer insights tool returns search and view activity entries for the user.
     

What's next?


Explore the sign-in tool.

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