Keeping a log of which customers/users have been sent comms via Journey Orchestrator

Forum|Forum|7 years ago
October 8, 2018
15 replies
330 views

Hello,

We are just about ready to start utilizing Journey
Orchestrator, starting with a handful of usecases e.g. getting in touch
customers who have not logged into our product for X days and sending focused
training material to a specific customer group.

One thing I have not been able to establish though is where
in C/R360s can I see which Program & Outreach comms went out to which
contacts - I've found posts on here saying this ought to appear in Timeline as
well as SFDC - I see the SFDC set up in JO but would like for our CSMs to be
able to see this in Timeline also as we use TL rather than SFDC.

I've sent a couple of Advanced outreach to selected contacts
but none of these have been logged in Timeline. Can you advise
please on how to set this up?

Thanks

Katerina

Show previous replies

O

obarrette

Helper ⭐️

+1 to this idea! CSMs want to get visibility on what is being sent to their customers via JO.

C

CrisCosta

Contributor ⭐️⭐️⭐️

+10000000000000000000000000000000000000000000000000000 to this idea!

We should be able to see all touch-points our customers are getting, even if you were to create JO emails tab next to Timeline.

We are heavily depending on digital onboarding of our small customers AND life-cycle touch-points, and our AM Team cannot easily see which a particular customer is getting.

Could I ask why the team decided not to develop this facility?

Thanks