An interaction is the result of an advocate communicating with a contact, typically to grow support, raise awareness or money, sell an issue, idea, or candidate, etc. It is the building block of a successful Organization—the more quality interactions the Organization generates, the more successful it will be in accomplishing its mission.
Interactions record several things:
- When the interaction took place.
- The Interaction Response – a general response that summarizes the interaction. Did the contact say “Yes” or “No”? Were they undecided, or was a message left?
- Any notes left behind by the advocate about the interaction.
- If the contact did not wish to be contacted in the future.
Cause+Connect has tools that can help interactions be more successful, including:
- A script [Link] that can be further tailored to the user’s needs or voice
- Training videos [Link] with tips to improve interactions
- Contact information that can reveal additional details about the contact
When a contact has been interacted with, several things happen. First, the prior interaction button [Insert image] turns green to indicate the contact has been contacted and has prior interactions. The contact also becomes “hidden” for other users, so the contact won’t be repeatedly contacted by different people about the same thing. The contact is, essentially, assigned to that user, and in the future will be found and accessed via the “My Interactions” button. If workflows [link] are enabled, and a certain interaction response was used like “Undecided” or “Left Message”, the advocate will be reminded that the contact needs future attention or follow-up.