Account
Account
An account consists of multiple sub-accounts or projects, for e.g., ‘Shopping experience’, ‘Product experience’, etc.
Project Type*
Project Type*
projects grouped by experience type e.g.: Customer Experience, Employee Experience etc.
*only available if configured
To view project types:
- Select the project type from the Project Type Selector dropdown
OR
- Click on the project type name in the LHS (Left Hand Side) Project Type List
Sub-Account*
Sub-Account*
Multiple projects of the same type within an account grouped together.
*only available if configured
Projects
Project
Touchpoint analysis of a part of the Customer Journey or the entire Customer Journey can be a project. This can either be at a store level, a transaction level or even at an attribute level.
To view a project:
- Select the project name from the Project Selector dropdown
OR
- Type the project name in the dropdown search box
OR
- Click on the project name in the LHS Project List
