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Embed your customer insights Touchpoint

Embed a Customer Insights Touchpoint into your web properties or applications.

Prerequisites

  • Create a Customer Insights Touchpoint
  • Basic HTML skills
  • Host or domain on which you want to embed the customer insights Touchpoint
  • Rights of authorship on the page on which you want to embed the customer insights Touchpoint

Embed Customer Insights Touchpoint

  1. From the Site tools menu on the MindTouch toolbar, select Dashboard.
  2. Navigate to Integrations > Touchpoints management.
  3. Scroll to Active Touchpoint tools, select your Touchpoint and click Copy code to clipboard.
    Screenshot of the customer insights touchpoint embed code
  4. Navigate to the page on which you want to embed your customer insights Touchpoint.
  5. Decide where on the page you want to add the customer insights Touchpoint.
  6. If necessary, consult with your product developers to access the HTML of your web application.
  7. Paste the embed code directly into the HTML of your web page or application.
  8. Open your web page or application.
  9. Type a user's name into the search bar.
    Screenshot of a customer insights touchpoint
  10. Verify the customer insights Touchpoint returns search and view activity entries for the user.
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