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  • Add or remove contact from test list

Add or remove contact from test list

Kris Vranken
Updated on 13/08/2024

1 min reading time

Add contact #

  1. Contact:

    • Find the contact and go to the screen with all touch points.

  2. Add touchpoint to list:

    • Next to the touchpoint you want to add, click the three dots and choose "Add to test user list.

    • Select the desired list from the pop-up screen (drop-down list). Only lists to which the touchpoint has not yet been added are displayed.

    • Click "Add. A notification will briefly appear in the upper right corner that the contact has been added to the list.

Overview of who is in which list #

 
  1. Go to the overview of all test lists.

  2. Find the list you want to view and click the pencil icon(Customize).

  3. In the pop-up, you can see at the bottom which touchpoints are in the list and how many.

Remove Contact #

  1. In the test list, click the trash can icon next to the touchpoint to remove it from the list.

  2. Confirm that you wish to remove the contact from the list.

Related #

Managing test lists

test list
Create contactContact search

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Contents
  • Add contact
  • Overview of who is in which list
  • Remove contact
  • Related

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