Edit Constituent Responses to an Interaction

After you interact with a constituent, you can add and manage the constituent’s responses to the interaction. For example, if you send the constituent a letter with a response card, you can add the answers received on the completed response card.

Note: Before you can edit responses to an interaction, your organization must set up the available response categories. For information about how to configure response categories, see the Marketing and Communications section of the help file.

1. Open the record of the constituent with the response to edit. For information about how to open a constituent record, see Constituent Search.

2. Under More information, select Interactions. The Interactions page for the constituent appears.

3. Select the interaction with the responses and select Edit, Responses. The Edit Responses screen appears.

   Note: To edit the responses from an interaction record, select the Responses tab and select Edit responses on the action bar. For information about the interaction record, see Interaction Record.

4. Select the date, category, and answer applicable for each response. For example, you request a constituent select which upcoming volunteer opportunities interest her. When the constituent responds, enter the date you receive the response and select the category and response applicable to the answer received.

5. Select Save. You return to the Interactions page.

   Note: The responses entered for an interaction appear on the Responses tab of the interaction record. For information about this record, see Interaction Record.