> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://care.coreware.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# coreFORCE - Contacts: Touch Points and How to Use Them

||| coreFORCE Advanced and Enterprise Only


**What is a Touch Point?**

A Touch Point is a record of things that have happened with a customer. More broadly, Touchpoints are used for recording an interaction between the website and a contact.

**What are Some Potential Uses?**

Some clients record every interaction with a customer and their salesmen read through all of the interactions that have ever been had with the customer. These don't always require follow-up which is why this is an optional flag to check. This would be more thorough than the notes section on a contact.

Other clients use Touchpoints extensively for managing their members and creating reminders to follow-up with customers. 

**Need to Follow Up with a Customer?** 

In Contact Maintenance, there is a filter where you can select "Response Required" to see all contacts that have touchpoints that need addressing.

There is also a Touch Points tab under each individual contact where you can view all touchpoints for that contact.

**Example of Use with Follow-Up**

Say you want to set a reminder for yourself to mark a customer's subscription active again on the day their membership freeze will end.

Go to **Contacts -> Create Touch points**

*   Select the user you are freezing the membership for as the Contact
*   Write a description and detailed description for what's going on/why the touch-point is being created. 
*   Select the flag that says "Requires a a followup response" 
*   Date due is the date that you need a reminder (which is the same day when the membership freeze will end).
*   Date completed is simply the date you are adding the touch-point
*   You will receive an email on the date this is due as long as your user account has an email.
    *   The emails are sent by the workflow background process… “A task titled (description) for contact (contact) assigned to you is due today…"
    *   Workflow runs daily, so these emails will come overnight.
*   Do not forget to hit SAVE.