Manage TouchPoints | Save Progress and Save Draft

The features "Save Progress" and "Save as Draft" are excellent settings to help Users who may timeout from losing data. These settings are highly recommend for longer TouchPoints.

Save Progress allows Users to save a drafted version of the TouchPoint. When clicked within the TouchPoint, the TouchPoint will immediately save as a draft but allow the User to continue filling out data.

Save as Draft allows Users to save a drafted version of the TouchPoint that they may later complete. Selecting "Save as Draft" within a TouchPoint saves the response as a draft and ends the User's TouchPoint editing session.

To enable these settings:

1. On the Navigation Bar, click "Site Administration"

2. Click "Manage TouchPoints"

3. Click "Edit" on the "Take Action" column of the TouchPoint you wish to edit

   

4. In the next page, click "Edit TouchPoint Settings"

   

5. Scroll down and check the box for: "Save As Draft" or "Save Progress"

6. Click "Save"

   

   7. After clicking "Save," TouchPoints should now have the "Save as Draft" or "Save Progress" buttons when recording a response.