{"id":4997,"date":"2020-06-01T12:13:12","date_gmt":"2020-06-01T10:13:12","guid":{"rendered":"https:\/\/www.touchdown.co\/?post_type=epkb_post_type_1&#038;p=4997"},"modified":"2022-03-31T11:29:13","modified_gmt":"2022-03-31T09:29:13","slug":"advanced-personalisation","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.touchdown.co\/help\/advanced-personalisation\/","title":{"rendered":"Advanced personalisation"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"4997\" class=\"elementor elementor-4997\">\n\t\t\t\t\t\t<div class=\"elementor-inner\">\n\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1970df1b help-article elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"1970df1b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4ed2418b\" data-id=\"4ed2418b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-591435bf elementor-widget elementor-widget-text-editor\" data-id=\"591435bf\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t<p>You can personalise Touchdown to your needs, this article explains personalisation of recipient statistics, email campaigns view and email templates view and automation.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0790d6d elementor-widget elementor-widget-heading\" data-id=\"0790d6d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Recipient statistics<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b52f188 elementor-widget elementor-widget-text-editor\" data-id=\"b52f188\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t<p>These type of statistics is shown in each recipient based on the entity you use. For example, you will gain an overview of each particular lead that was targeted with an email campaign, clicked on an email campaign, received an email campaign and so on, in a form of a timeline. You can also observe each recipient&#8217;s reactivity in terms of percentage of opens and clicks from how many received emails.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7a8d795 elementor-widget elementor-widget-heading\" data-id=\"7a8d795\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Recipient timeline<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-1bcfa20 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"1bcfa20\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-1868cc8\" data-id=\"1868cc8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1c88530 elementor-widget elementor-widget-text-editor\" data-id=\"1c88530\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t<p>You can also add a timeline (as shown on the image) showing all the interactions of each recipient with your email, SMS and automated communication. To add the timeline you need to modify the recipient&#8217;s form.<\/p><p>\u00a0<\/p><p>To do so:<\/p><ul><li>In Dynamics, go to <strong>Settings &gt; Advanced Settings &gt; Customisations &gt; Customise the System<\/strong><\/li><li>Under <strong>Components &gt; Entities<\/strong><\/li><li>Select the entities you want to have the timeline (e.g. &#8220;Contact&#8221;) and open to click <strong>Forms\u00a0<\/strong><\/li><li>Click <strong>Contact &gt; Insert tab &gt; Sub-Grid<\/strong><\/li><\/ul><p>\u00a0<\/p><p>The Set Properties window opens with three tabs you need to adapt.<\/p><p>In the Display tab:<\/p><ul><li>In the Name put <em>Timeline<\/em><\/li><li>In the Label put <em>Timeline <\/em>&#8211; unless you prefer a different label in your interface<\/li><li>In the Entity select <em>Touchdown Send Results (Contact)<\/em><\/li><li>In the default view select <em>Timeline<\/em><\/li><li>Confirm <strong>OK<\/strong><\/li><\/ul><p>\u00a0<\/p><p>In the Formatting tab:<\/p><ul><li>Select One column<\/li><li>In the Number of rows put <em>4<\/em><\/li><li>Confirm <strong>OK<\/strong><\/li><\/ul><p>\u00a0<\/p><p>In the Controls tab:<\/p><ul><li>Click <strong>Add control<\/strong><\/li><li>Select <strong>Event Timeline\u00a0<\/strong><\/li><li>Click <strong>Add<\/strong><\/li><li>Click on the radio buttons to set the Event Timeline view by default on the Web, Phone and Tablet<\/li><li>Confirm <strong>OK<\/strong><\/li><\/ul><p>All the tabs are shown in the image below.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-5029b8a\" data-id=\"5029b8a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-562210cc elementor-widget elementor-widget-image\" data-id=\"562210cc\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-image\">\n\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"597\" height=\"286\" src=\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2020\/05\/timeline-contact-preview.png\" class=\"attachment-medium_large size-medium_large\" alt=\"Timeline of interactions\" loading=\"lazy\" srcset=\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2020\/05\/timeline-contact-preview.png 597w, https:\/\/www.touchdown.co\/wp-content\/uploads\/2020\/05\/timeline-contact-preview-300x144.png 300w\" sizes=\"(max-width: 597px) 100vw, 597px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<div class=\"elementor-element elementor-element-702647c2 elementor-widget elementor-widget-image\" data-id=\"702647c2\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-image\">\n\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"1134\" height=\"528\" src=\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2020\/05\/timeline-contact.png\" class=\"attachment-full size-full\" alt=\"Set Properties\" loading=\"lazy\" srcset=\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2020\/05\/timeline-contact.png 1134w, https:\/\/www.touchdown.co\/wp-content\/uploads\/2020\/05\/timeline-contact-300x140.png 300w, https:\/\/www.touchdown.co\/wp-content\/uploads\/2020\/05\/timeline-contact-768x358.png 768w, https:\/\/www.touchdown.co\/wp-content\/uploads\/2020\/05\/timeline-contact-1024x477.png 1024w\" sizes=\"(max-width: 1134px) 100vw, 1134px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>You can personalise Touchdown to your needs, this article explains personalisation of recipient statistics, email campaigns view and email templates view and automation. Recipient statistics These type of statistics is shown in each recipient based on the entity you use. For example, you will gain an overview of each particular lead that was targeted with [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"epkb_post_type_1_category":[110],"epkb_post_type_1_tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Advanced personalisation - Touchdown<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.touchdown.co\/#organization\",\"name\":\"Touchdown\",\"url\":\"https:\/\/www.touchdown.co\/\",\"sameAs\":[\"https:\/\/www.linkedin.com\/company\/touchdown-co\",\"https:\/\/www.youtube.com\/channel\/UCJ4G2WGDv8p9oNR1YHNBMvQ\",\"https:\/\/www.facebook.com\/touchdown.marketing\/\",\"https:\/\/twitter.com\/touchdown_co\"],\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/www.touchdown.co\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2019\/07\/logo.png\",\"contentUrl\":\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2019\/07\/logo.png\",\"width\":300,\"height\":300,\"caption\":\"Touchdown\"},\"image\":{\"@id\":\"https:\/\/www.touchdown.co\/#\/schema\/logo\/image\/\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.touchdown.co\/#website\",\"url\":\"https:\/\/www.touchdown.co\/\",\"name\":\"Touchdown\",\"description\":\"Marketing Suite for Microsoft Dynamics 365 &amp; 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