Interaction Categories and Subcategories

In Constituents, you use interaction categories and subcategories to specify communication activities and actions taken to build a relationship with a constituent. For example, you can create a Contact Method interaction category with subcategories of Casual Interaction, Digital, Event, Face-to-Face, Internal Marketing, Mail, Task, Telephone.

From Marketing and Communications, you can manage the types of interactions available to users in Constituents. To view the interaction categories available to users, from Marketing and Communications, select Interaction categories and subcategories under Configuration.

Under Interaction categories, you can view the sort method and active status of each category. To view inactive categories in the grid, select Filter, select Include inactive, and select Apply.

To view or manage the subcategories of an interaction category, select the name of the category in the grid. For information about this page, see Manage Subcategories.