Anytime you communicate with your supporters, you should keep a record of it. 


You can add Interactions on the Supporter's Profile:

1. From the Supporter's Profile, click Interactions.

2. Click "New Interaction".

3. From the fly-out, enter all necessary Interaction Info, and click "Save"

Types of interactions:

  • Phone
  • Email
  • In person meeting
  • Attend event
  • Thank
  • Follow up
  • Share impact report
  • Other

Pro Tip: You can also enter a general note. This is a helpful space to include any information that you always want to remember when speaking with this supporter. For example, "Ralph just got a dog, his name is Rover."

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