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.
How to log Interactions
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 +Interaction button to create a new one >
The buttons at the very top indicate who gets to see the interaction >
Viewable for all at the organisation
Just the individual user
All users who have access to a certain set of modules; Everything or just Monitoring.
Then complete the page with as much information as possible;
Name - A heading for the interaction
Details - Explain the situation/meeting details.
Contacts;
+ button - Lets you add someone from the Contacts Database to the interaction.
+New Contact - Will allow you to add a new Private Contact.
+Contacts from Group - Allows you to add contacts from an entire Group(s) to the Interaction.
Additional Contacts - Will allow you to add individual email addresses if they are not on the Database.
Internal Memo - Further notes in regards to the interaction, updates etc.
Response - Once a final response has been provided/received you can enter it here.
Attached Documents - You may add any files regarding the Interaction.
Over on the right side of the screen, further fields for completion are >
Status - Choose whether this is still ongoing or if the Interaction has been completed.
Enquiry - Please ignore, this is no longer used.
Direction - Allows you to choose either Reactive or Proactive.
Tags - Add tags on the fly, to allow you to find Interactions in bulk in the future, maybe with reference to certain industry or business areas.
Type - Origin of the interaction e.g. media enquiry, stakeholder enquiry, interview request etc. These can be customised by our support team.
Interaction Date - You may enter historic dates to this too, if the interaction occurred in the past.
Location - If the Interaction happened somewhere else.
Related Items:
This area allows you to connect your Interaction with Subjects and Releases which have been previously created.
Remember to click SAVE along the top right.
When viewing profiles, you can view previous Interactions and Subjects from the Attached Records Tab >
