Teams - Mapping your teams and touchpoints
After you have created a team structure, you need to link your touchpoint to this team. This needs to be done to make sure you can set reporting, notifications and set access and permissions for your touchpoint.
IN THIS ARTICLE
1. Set the Name of team filter
To make sure that, the column where you list your teams in your excel file is mapped correctly into the Hello Customer platform, please follow these next steps:
1 In the navigation bar on the left, click Touchpoints2 Go to the Touchpoint settings of your Touchpoint
2. Going To Mapping
Follow these steps to go to the Mapping page:
1 In the navigation bar on the left, click Settings2 Go to Mapping Option 1:
Step 1: Click on Identity Management in the navigation bar on the left.
Step 2: In the tab bar at the top, select Mapping.
Option 2: In the Settings Overview click Mapping under Identity Management
3. Mapping A Touchpoint To A Team
On the mapping page you can do and see a number of things.
First of all, when you have just created a new touchpoint, you will need to map it to a team. This is mandatory in order to be able to launch your touchpoint. Any touchpoint that has not been mapped yet, will appear at the top of the screen in the red bar.
Follow these steps to link your touchpoint to a team:
1 Click Select Team at the right side.


4. Unlinking A Touchpoint And A Team
Finally, you can also unlink a touchpoint from a team. Keep in mind that this can only be done when no scores and feedback have come in for your touchpoint. You can see this by the lock symbol in the Mapping overview.
As you can see below, there are 2 touchpoints that have not been locked yet and one that is. The touchpoint Happy Fashion NPS - Store Visit will always be linked to the team Happy Fashion.
The other 2 touchpoints can still be unlinked and eventually mapped to another team. To unlink a team, click the Bin Icon in the middle.
A warning will pop up. To confirm your choice, click Break Link.
Your touchpoint will now appear in the red bar at the top again, where you can choose to map it.