Add Constituent Interactions

You can manually add interactions associated with a constituent, such as a telephone conversation to discuss your organization’s mission in detail. When you add an interaction, you can enter a summary or its objective, its expected and actual dates, and any comments or additional information about the interaction.

Note: If you have a large number of constituents to which you need to add information about pending or completed interactions you can use the Add constituent interaction global change definition available in Manage Global Changes.

  1. Open the record of the constituent with the interaction to add. 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. Under Interactions, select Add. The Add an interaction screen appears. For information about the items on this screen, see Add Interaction Screen.

  4. For a constituent group or household, the Constituent field appears. Select the member of the group or household to whom the interaction applies. If the interaction applies directly to the group, you may select the group.

  5. In the Summary field, enter a short summary to help identify and describe the objective of the interaction.

  6. In the Status field, select whether the interaction is pending, complete, declined, or canceled.

  7. In the Owner field, search for and select the constituent to perform the interaction.

  8. If your organization uses categories to identify the objective of the interaction, such as Cultivation or Mission-related, select the applicable categories in the Category and Subcategory fields.

  9. In the Expected date field, select the date on which the owner expects to perform the interaction.

    For a completed interaction, in the Actual date field, select the date the owner performed the interaction.

  10. In the Contact method field, select how the interaction owner contacts the constituent, such as Phone call, Email, or Meeting.

  11. If the interaction occurs at an event, in the Event field, search for and select the event to associate with the interaction.

  12. In the Time zone field, select the time zone to associate with the start and end times.

  13. To restrict use of the interaction to only selected sites at your organization, in the Sites grid, select the sites to access the interaction.

  14. Under Comment, enter any comments or additional information about the interaction.

  15. If the interaction involves additional constituents, under Participants, select the constituents involved. For example, if the constituent informs you his wife is also interested in the topic of the interaction, add his wife to the Participant grid.

    Note: Any of the constituent’s relationships can be interaction participants. Participants can include related household members and other individuals; related organizations such as the constituent’s personal business or place of employment; and any constituent group to which the constituent belongs. For information about relationships, see Relationships. For information about groups and households, see Constituent Groups and Households.

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