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MindTouch Success Center

Touchpoint management dashboard

Written by Ricky Nguyen
Product Analyst at MindTouch
This page applies to:MindTouch (current)

This article describes how to create and configure your Touchpoints through the new Touchpoints management dashboard.
 

This new dashboard is available for MT Labs and Beta customers to try out and give feedback. This current design is interim; based on feedback additional modifications and UI changes will be incorporated. 

 

Create individual Touchpoint tools


As part of our new messaging, we will be clarifying our terminology around Touchpoints. Overall integrations will be called Touchpoints (ie. Touchpoints for Zendesk, Touchpoints for Marcom, etc), and the individual configured pieces will be called Touchpoint tools, or tools for short.

Perform the following steps to create and configure the Touchpoint tools. 

Step 1: Access the Touchpoint management dashboard

  1. Go to mysuccesscenter.com/Special:Integrations/Touchpoints.

Screenshot of the Touchpoints Management page M1
 

Step 2: Select your Touchpoint tool

Touchpoint tools are each designed to perform a specific function. Select the Touchpoint Tool that fits your use case. Keep in mind that Touchpoint tools can be used concurrently to achieve greater functionality in your integrations.

Touchpoint tools

Tool name Description
Contextual help An embeddable link your customers can click to access your MindTouch product documentation from any of your web properties or web applications.
Contextual help button A help button you can embed on any of your web pages or web applications for customers to access your product documentation or help content (as long as you have rights of authorship).
Customer insights An embeddable intelligence tool that allows you to gain insight into your customers' view and search history with your MindTouch site.
Search A self-contained search field that can be embedded into any web page or web application to allow customers to search your product documentation and help content. The user will be redirected to the MindTouch search results page.
Search-in-place A self-contained search field that can be embedded into any of your web pages or web applications for your customers to access your product documentation and help content. Results will be populated within the same window on your site or application.
Sign-in An embeddable sign-in dialog your customers can use to log into your MindTouch site to access your product documentation and help content from any of your web properties or applications.


Touchpoint packages

Package name Description
Touchpoint for Zendesk This is a custom package that takes three Touchpoint tools (customer insights, search-in-place and sign-in tool) and generates a ready-to-install Zendesk package for the Touchpoint for Zendesk integration.

 

Step 3: Populate the Touchpoint tool fields

Each Touchpoint tool requires a set of unique configuration information. Due to the different functionalities of each tool, configuration fields will vary. 

General Touchpoint tool fields

Field name Description
Name A unique name to easily identify the Touchpoint
Host Name Host name or domain where the Touchpoint will be embedded (comma-separated host names and wildcards are allowed)


Contextual help and contextual help button fields

Field name Description
Custom CSS selector (contextual help only) CSS class name that identifies your contextual help links that trigger your contextual help dialog (the default CSS selector is .F1)
Button label (help button only) Host name or domain where the Touchpoint will be embedded (comma-separated host names and wildcards are allowed)
Display button Display various buttons within the contextual help window (Back, Forward, Home, Open Article)
Label Text label for the specific link (the default labels are Back, Forward, Home, and Open Article or localized equivalent)
Tooltip Title attribute for the link (the default is the same as the label name)
Display search box Display the search bar in the contextual help window
Search location Option to automatically facet search results within the search bar
Search input hint Text shown in the search text box (default is Search or localized equivalent

 

 Screenshot of the contextual help M1 dialogueScreenshot of the contextual help with button M1 dialogue
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Customer insights fields

Field name Description
Input hint Text displayed in the search bar field (default is Customer Insights Token or localized equivalent)
Customer insights token Default token for which results are automatically populated
Height Height of Touchpoint Tool as a CSS property (%, em, px, etc.)
Width Width of Touchpoint Tool as a CSS property (%, em, px, etc.)

Screenshot of the customer insights M1 view


Search fields

Field name Description
Search location The page URL of the MindTouch hierarchy you want your users to search (default is Homepage)
Input hint The text displayed in the search bar field (default is Search)
Open search results in a new browser tab Option to open the search results page in a new browser tab or on the same page

Screenshot of the search touchpoint m1 view


Search-in-place fields

Field name Description
Search location The page URL of the MindTouch hierarchy you want your users to search (default is Homepage)
Input hint The text displayed in the search bar field (default is Search)
Search query Search terms to auto-populate your search results
Height Height of Touchpoint Tool as a CSS property (%, em, px, etc.)
Width Width of Touchpoint Tool as a CSS property (%, em, px, etc.)
Include recommended search results Display search recommendations when populating search results
Allow search refinement filtering Display drop-down search filters to refine search queries

Screenshot of the search in place Touchpoint M1 view


Sign-in fields

Field name Description
Sign in redirect path The URL of the page users will be sent to after signing in
Sign in label The text label displayed prompting users to sign in
Authenticated user label The text label displayed when the users have authenticated (default is Signed into MindTouch as {{username}})

Screenshot of the sign in to MindTouch fields  


Step 4: Generate and embed your Touchpoint tool

  1. When you have filled out all necessary fields for your Touchpoint, click Add this Touchpoint.
  2. When prompted, click Copy code to clipboard to copy the embed code of your Touchpoint tool.

Screenshot of a sample embed code

  1. You can now embed that code into any web property or application for which that Touchpoint is configured for.
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