Interaction Tab

You are here:
< Back

Community > Contacts > Interaction Tab

The Interaction Tab tracks involvement you have with your contacts.

Some examples of Interactions you may want to track are:

  • Tours or visits
  • Mailing of materials
  • Invitations sent for special events
  • Attendance at events or classes

Customize the Interaction Type  under Maintenance > Site-Setup > DonorSnap Site Lookups

Add additional fields to the Interaction Tab under Maintenance > Site-Setup > User-Defined Settings. Many organizations will use the Interaction Tab to track events.

Interaction Mass Update

DonorSnap has an Interaction Mass Update tool that allows a number of records to receive an Interaction code at the same time – such as 200 records that were mailed an invitation. You can use the DataMinerPlatinum Query that you used to create your original invitation list to automatically add an Interaction for each person on that list.  For more information see Interaction Mass Update.

Relevant Links:

Interaction Report
Building Event Forms for your Website

Last Updated On August 08, 2018