Recording who took part in your communications and engagement activity ensures accountability, provides a clear record of who was informed or involved in decisions, and supports effective relationship and engagement tracking. It also helps with continuity, follow-up, and compliance in reporting or audits.
Below we step through how to effectively link multiple stakeholders and their properties to an interaction record, ensuring accurate and comprehensive records.
Find and open the interaction record
Go to the Relationships tab at the top of screen, and then to the List View (person icon)
Click on Add to create a new Stakeholder/Organization or Link to associate an existing one in the top right-hand corner.
Image shows the position of the Relationships Tab, List View and Add/Link buttonsLink or create your new Stakeholder or Organization, and click Save / Link
Well done! You have now successfully added/linked stakeholders to your Interactions.
Next, lets walk through how to add the relevant properties.
Go to Relationships, and to the Properties view
Image shows the Relationships, property view tab, Add / Link buttons on the Interactions page
Click on Add Property for a new Property or Link Properties for existing ones in the top right-hand corner
Link or create your new Property, and click Save / Link
Well done! You have now successfully added/linked properties to your Interactions.
Linking Stakeholders to Interactions via Bulk Edit
You can also link multiple stakeholders based on applied filters, such as a contact group or tag to an interaction providing the interaction has already been created. To do this follow the steps below:
Navigate to the Stakeholder Module on the side bar and open up the filters pane.
Open up the filters pane and apply your desired or saved filters.
Select the relevant Stakeholders via the checkbox.
Select Bulk Edit in the top right
In the Field to Edit, Select Timeline and then Interactions.
Select your interactions and then click in the box to exit the drop-down menu.
Click the Add and Confirm buttons to complete Linking
Image shows filtering by Contact Group, linking the applied filter to an existing interaction from the Stakeholder module
Notes
Ensure that you are linking the correct stakeholders and properties to avoid any data inaccuracies.
If you encounter any issues or uncertainties, do not hesitate to reach out to the Customer Success Team or email [email protected] for assistance.