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Managing Custom Interaction TypesThis document describes how to create, manage, and use Custom Interaction Types. The following sections will cover:
Overview of Custom InteractionsInteraction logs can help you understand how your constituents engage and interact with your organization, and how to communicate with them most effectively. By default, Convio logs over 60 types of interactions for normal constituent actions taken within your Convio-powered web site, including registration, profile updates, site logins, donations, and participation in various activities. Being able to define and log your own interaction types helps provide a richer set of constituent data for analysis and metrics that can be particularly useful for marketing segmentation. In addition, Query Builder can reference both System-defined and Custom Interactions to filter constituent records. This allows you to use Queries to create new Groups or define which constituents to include in a particular email campaign based on their interaction history. Report Writer Interaction reports support both System-defined and Custom interactions in exactly the same way. Custom interactions can also be leveraged in a variety of other ways through the API to extend and improve existing product functionality. Creating a New Custom Interaction TypeYou can create a new custom interaction type to record a constituent-initiated action not included in the default set of interactions within the system. You can make this new type available for administrators to use to manually add interactions of this type on the constituent Profile page. You can make the interaction type Public if it will be used only in specific applications where you need to be able to publish constituent interaction details via the API. Note that you cannot delete custom interaction types once you have defined them, but you can archive them to prevent new interactions of that type from being logged. To Create a Custom Interaction Type:
Editing a Custom Interaction TypeYou can edit a custom interaction type to change the name as well as its availability or public/private option. To Edit a Custom Interaction Type:
Archiving a Custom Interaction TypeYou can archive a custom interaction type that you no longer use. You will no longer be able to log new interactions for constituents using an archived type, but existing interactions of that type that were previously logged will remain visible. Note: Archived interactions only display in the Interactions Type List if the Show Archived Custom Interaction Types checkbox (below the list) is checked. To Archive a Custom Interaction Type:
Viewing and Updating Interactions in the Constituent ProfileCustom interactions appear alongside all other interactions logged for a constituent in the Interactions tab of the constituent Profile. For detailed information refer to Viewing Constituent Interactions or Entering a New Interaction under help for Constituent Management. Reporting on Custom InteractionsCustom Interactions function the same way as any other Interaction type in Report Writer. Refer to Using Report Writer to Create and Run Interaction Reports for details on creating reports. Querying by Custom InteractionsYou can use Custom Interactions as selection criteria when defining a Query. The Query can then be used to create a Mail-Merge list or a Group of constituent records. For additional information on using Interactions within a Query refer to Querying by Interaction under Advanced Query topics. |