"Set Auto Move Suggestions" is a feature that makes it easier to move new touchpoints into appropriate groupings. This feature works when there are particular terms (keywords) that are part of many new touchpoints that will belong to the same grouping.

A good example of this is that all search engine traffic will include the term "search" as part of the name automatically given to those touchpoints. By adding the keyword "search" to the grouping "Organic Search", it becomes easier to move all search engine traffic to this grouping.

These instructions assume that a grouping already exists, and that there are keywords that have been identified as common to touchpoints that should belong to that grouping.

Adding Keywords to an Existing Grouping

  1. Hover over the gear icon at the top of any page, select SETTINGS.
  2. Within Settings click MANAGE for Groupings.
  3. Find the Grouping you want and use the corresponding MANAGE button for that Grouping.
  4. From that drop-down, select EDIT.
  5. Within that Grouping, at the top you will see another EDIT button.
  6. Use the +ADD KEYWORD button to add a keyword or phrase that helps identify touchpoints that should go to that Grouping.
    • Examples would be "search" for an Organic Search grouping, "referrals from" for referrals from various websites or (UTM) for touchpoints using UTM parameters.
  7. After adding your terms, click UPDATE.

After adding keywords to a grouping, you are ready to use the "Set Auto Move Suggestions" feature to more easily move some new touchpoints to groupings.

Moving Touchpoints to Groupings using Set Auto Move Suggestions

  1. Hover over the gear icon at the top of any page, select SETTINGS.
  2. Within Settings click MANAGE for Touchpoints.
  3. Near the top of the Touchpoints page, you will see a button for SET AUTO MOVE SUGGESTIONS.
  4. A new page will open with a list of touchpoint names and the groupings to which you may want to assign them.
  5. Click the check boxes next to the touchpoint names that you DO WANT to move to the suggested groupings.
    • If the majority of the suggestions look good, save time by clicking the box next to the Touchpoints header at the top of the list. This will select ALL. Then you can deselect the check boxes next to any toucphoints that you DO NOT want to move.
  6. Once the boxes are checked, use the BULK ACTIONS button to MOVE SELECTED TOUCHPOINTS.
  7. Use the breadcrumb trail at the top of the page, or the company dropdown to return to SETTINGS > TOUCHPOINTS and see your full list of touchpoints and their groupings.