Creating Content Using the Territory Feedback Entry Point

Content creators can create Territory Feedback content using the Territory Feedback entry point in MyInsights Studio, or import custom content created using MyInsights, then deploy it to users. This enables business admins to use Territory Feedback data from both CRM and Align to display the proposed next cycle of calculated KPIs for an end user’s territory when performing territory alignment in Align. End users can provide feedback on the proposed updates. See Managing Custom Content in MyInsights Studio for more information.

Using child accounts (location based targeting) is not supported.

To create new content using the Territory Feedback entry point:

  1. Log into MyInsights Studio.
  2. Select New Content.
  3. Select Territory Feedback as the content type.
  4. Select a Test Model Territory. This is used for the metadata and data preview.

    5. Test Model Territories available to select are the models returned from Align for the user. Content creators can change the Test Model Territory selected on the Properties page.

  5. Create your custom content.

    6. Inline Editing is not available when creating or editing content with type Territory Feedback.

    The following data elements are available for use with the territory feedback entry point:

    • Overview - query data about the territory and cycle
    • Channel Goals - query data about the channel goals in the user's territory feedback
    • Product Goals - query data about the product goals in the user's territory feedback
    • Account Data - query data about the account list in the user's territory feedback
    • Account Channel Goals - query data about the account list in the user's territory feedback
    • Account Product Goals - query data about the product goals in the user's territory feedback
    • Account Product Metrics - query data about the product metrics in the user's territory feedback

    The following expressions are available for use with the territory feedback entry point:

    • Challenge Reasons for Account - get the challenge reasons for any Account from the user's territory feedback
    • Target Challenge Reasons for Account - get the target-level challenge reasons for any Account from the user's territory feedback
  6. Deploy the Territory_Feedback_vod record type.

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