Introduction to Interactions
Metrix Interactions allow you to track the ways in which your organization interacts with its contacts and the ways in which contacts interact with your organization. They can be used to track virtually any type of relationship with any type of contact, from tracking event attendance to tracking those to which your organization provides services.
Capturing Roles Using Interactions
Interactions can also be used to capture roles your contacts play in your organization.
Some roles may include:
- Potential donor
- Board member
- Grantee, etc.
How Interactions Help to Keep a Rich, Productive History
Interactions allow you to:
- Track the who, what, where, and when for all important actions and people involved in any way with your organization
- Payments, donations, and grants
- Volunteering and actions
- Marketing and communications
- Event attendance
- Client and case management
- Advocacy, etc.
- Report on a daily, weekly, monthly, quarterly, or annual basis on what has happened
- Analyze the data to become more efficient, effective, and strategic
Using interactions, you can store a rich history of information that you can use to effectively deliver better services, be more productive, and effectively measure results.
Creating Interactions for your Organization
The core Metrix application ships with sample Interactions that you should review for some ideas. Before you begin to use Metrix, your organization will need to review its existing work processes as well as reporting needs and set up a foundation set of Interactions.
Metrix was designed to allow you to create and define Interactions in order to create meaningful, productive histories for each contact. For more information on creating interactions, see Setting up Interactions.
Figure: Using the Interactions Portal to view Interactions on the Contact Overview Form