An Interaction is a communication regarding a new or ongoing Subject or interest area. Interactions are generally used by our clients wanting to log communications with Stakeholders, MP's, research bodies and regulators to name a few. The Type's dropdown can be changed by the support team to compliment your communications logging.

Interactions can be created in a few ways.

From the Quick Add option in the Vuelio Toolbar >

From a Contact profile >

Creating from this option will autofill the Contact and Organisation name within the new Interaction >

Or you can create a new Interaction from the main module >

From here, you can also search for previously created interactions using the filters on the left. Here we will click on the Create New button on the top right, to create a new one >

Then complete the page with as much information as possible, required fields have a * icon next to them >

Title - A heading for your interaction. Remember, this is to identify the communication for you and your organisation.

Description - Explain the situation/meeting details.

Interaction Date - This is the date the Interaction was created.

Deadline Date & Time - This can be set as required.

Type - This dropdown allows you to select the relevant communication type, i.e. how was this interaction carried out? Please inform [email protected] if you wish to add or remove options in this dropdown >

Global Category - This dropdown can be populated by the support team to match the areas of your business and topical areas you may cover >

Direction - This dropdown generally provides a choice of Proactive, Reactive or if you do not wish to log this, you may leave as None >

Location - This is the "where" the Interaction took place.

Status - Allows you to choose whether this interaction has been completed or if it is still in progress >

Tags - Multiple Tags can be added to allow you to find Interactions in bulk in the future, e.g. with reference to certain industry or business areas.. Just type in the name of a tag, and click the plus button below it. This is then also available for you and your colleagues to select in the future. These tags also link with Subjects >

Firstly, navigate to the Interactions Module >

Select the Interaction you wish to add to or edit >

Here we have multiple areas to edit:-

1 - This header confirms;

Module Currently Selected > The Associated Subject > Interaction Record number

2 - Title and Description of the Interaction, select either of the boxes and make changes and add the text as required.

3 - Contacts added will be listed here, you have the opportunity to add individuals from the Database, add multiple contacts from Groups created previously and also add new contacts. Click HERE for a further guide.

From here you may also amend the Status using the dropdown options, these can be edited by contacting [email protected].

You may select contacts with the checkbox and have the option to then delete the contact from the interaction or download their details using the icons above >

4 - Responses, Comments & Attachments >

Responses - Can be associated with individual contacts. Click the '+Add Response' to open a text box and select relevant contacts. Click 'Add' to save >

Responses added can be sent to the linked contact via email directly from the platform, aswell as being able to Edit or Delete the Response.

Comments - Can be added to the Interaction, these are unattached to any contacts and can be used as more notes of the Interaction, rather than notes against specific contacts >

Attachments - Can be added to the Interaction >

5 - The 'In progress' dropdown will change the status of the Interaction. Just next to this you may also change the Privacy Settings >

Open - Viewable for all at the organisation

Only You - Just the individual user who created the Interaction

User Group - All users who have access to a certain set of modules; Everything or just Monitoring. This can be edited by [email protected].

Delete will delete the Interaction once the prompt is confirmed.

Save will save the Interaction.

Cancel will undo any changes made.

6 -

Interaction Date is the date the interaction was opened.

Deadline Date is the set deadline of the Interaction.

Assignee is the person making changes, which can also be changed manually, you will also have the ability to send a notification to the new assignee >

The following dropdowns can still be updated or changed by contacting [email protected]. Each will have their own allocated dropdown options.

Type, Global Category, Direction, Sentiment.

Location can also be changed or input if not already.

Tags relating to the Interaction can be added here. Same as above, type in the Tag, if it exists, select it and click Done, or type in a new one and select it, the click Done.

Custom fields are available to be added, in addition to the above dropdowns.

Via [email protected] the following type of User Defined Fields can be created, these can then be used as filters and reported on in the future:

Textline

Textbox

Dropdown

Multi-Select

>

Subjects & Releases may also be linked to an Interaction directly. If you wish to link this Interaction to multiples, this is also possible. Just select the respective Link button and select relevant Subjects or/and Releases. Click HERE for a full guide on Subjects.

7 -

Linked coverage can be viewed and added here. Click the 'Link' icon to add content, you will only be able to add Political and Media content if you have access to these modules. Clicking Link will open up a quicksearch window, you are best to know the headline/title of the content you are looking to add >

At times you may wish to look through your Interactions within your platform and report on them, either exporting the raw data to excel or to defined charts within the Vuelio platform.

To look through your Interactions firstly navigate to the module >

A date option allows the view of Interactions from a specific period, either by date ranges or specific calendar dates >

Then use the filters on the left to search or filter the Interactions pertinent to your report, you may also use a number of these to refine your results >

You may also see your UDF (User Defined Fields) as additional filters. Speak to our support team ([email protected]) for more information and creating these for your platform.

Once you have the desired set of filters selected you can save your search for use in the future. Click 'Create' next to the Saved Search option on the top left, give your search a name and click 'Save' >

Within the Interactions module, you have the ability to switch the view of your interactions from a list view which is the default.

From this view, clicking onto an Interaction will allow you to see the details and all the associated records >

The initial tab allows you to see all details regarding the interaction, which you may also add to or change the dropdowns, this will allow for quick editing.

As above you will be able to view all contacts associated with the Interaction selected and add any responses as required.

Further tabs will allow you to view/add linked content/coverage and add comments.

Or you can click the List View button on the top right, and switch this to the Table View >

This view provides the ability to choose and order which columns you wish to see, and download via the Export option above. These amendments are at the user level and will save the view for the future.

You may select the Interactions within your search using the checkboxes or select them all along the top and select Export .CSV, this will download your selection to Excel >

The 'View Stats' button will allow you to view the current showing Interactions in a set of charts >

Alternatively, the icon in the top left will allow you to create charts specific to each metric of your Interactions >

How to Report Interactions

Interactions Via Email