Create a Custom Interaction Type

Create a custom interaction type to record a constituent-initiated action when that action is not already included in the default set of interactions automatically tracked in the system. Use custom interactions to create a richer set of constituent data for more accurate and precise marketing segmentation and metrics reporting.

Track interactions when constituents: sign a petition; virtually adopt an abused or endangered animal; or sponsor a child in need.

New types can be available for administrators to manually add interactions of this type on the constituent Profile page.

You can make the interaction type "Public" if it will be used only in specific applications where you need to be able to publish constituent interaction details via the API.

Tip: You cannot delete custom interaction types once you have defined them, but you can archive them to prevent new interactions of that type from being logged.

Create a Custom Interaction Type

1. From the main menu, click Setup > Interactions Management.

2. Click Create an Interaction Type.

3. For Interaction Type Name, enter a unique label describing the type of constituent action being captured.

4. For Availability, click the checkbox to make this interaction type available for all administrators to use. If you are defining a type of interaction that will be logged via API by an external system, and you do not wish to make it available for administrators to add manually, leave this check box blank.

5. For Public Interaction Type, check Yes if interactions of this type should be visible to everyone though the listInteractions API.

   Note: Public interaction types should be used only in specific applications where you need to be able to publish constituent interaction details. Otherwise leave this field un-checked.

6. Click Finish.