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When you add Customer interactions to contact´s timeline by using Custom Connector
You´ll receive ALL interactions from the contact e.g. when he receives an email, opens it etc. Users who have the READ privilege to see these records will have a timeline which is by far too cluttered so other important activities will become almost lost or the user has to dig further down the timeline to find those activities.
How can we configure the connector to make e.g. only showing Email sent from Customer Insights and make this setting global instead of per user based?
In the New Customer Connector pane there is this option called Configuration path is that the right place? I haven´t seen any documentation regarding it.
Thanks
STATUS DETAILS
Completed
Administrator on 10/10/2024 3:35:52 AM
Hi Ragnar,
Thanks for this suggestion.
We're releasing table row filtering that will allow you to filter out rows from the activity table you don't want to process / include in the unified activites.
Filtering out noise activities will not only provide a better timeline view, but will also improve processing as we filter them out prior to processing.
Alternatively, if you can break the activities up into separate tables, you could choose to only send the activites in one table. This would give you the ability to export the full set of activities (if you need them) but send a subset to the timeline.