What is an Interaction?
Interactions are records of correspondence or engagements with your contacts. This includes:
- Manual Interactions - such as a phone call, email, in-person meeting, etc.
- Automated Interactions - form submission, event attendee, donation receipt sent, e-blast, etc.
Viewing and Managing Interactions
You can view and manage interactions in two places!
View and Manage All Contacts Interactions
Navigate to the 'Contacts' tool and click on the 'Interactions' tab. Here you will see a list of all contact interactions. You can all add an interaction by clicking the 'New Interaction' button.
Tip: you can use the Filters button to filter out interactions based on certain criteria.
View and Manage an Individual Contact's Interactions
Navigate to the contact record and click on the 'Interactions' tab. Here you will see a list of the contact's interactions and can add a new interaction. For more information on managing individual contact interactions, head to Contact Interactions.