What is an Interaction?
An Interaction record refers to any communication or engagement activity between your Organisation and your stakeholders. This could be a meeting, call, email, event participation, survey response, or even informal check-ins. It captures the details that help to build and maintain the relationships with your stakeholders over time.
Why should I log an Interaction?
It is important to log interactions as a way to keep a consistent relationship history by monitoring the frequency, quality, and type of engagement with each stakeholder—ensuring no one is overlooked. It can help provide context for future meetings, and also promotes accountability by documenting commitments, concerns and follow-ups. A well-documented interaction supports strategic decision-making and offers insights into project themes, issues and sentiment.
How do I log an Interaction?
Simply Stakeholders has a few different options to create Interactions, for detailed instructions please try:
Using the Smart Record to easily identify and capture activities with Stakeholders
To quickly push an email or meeting event from the Outlook Add-in
Importing that excel of stakeholders and engagement
Now that we've added our interactions, let's look a bit deeper
On the left side panel you will find key information like the subject, method, date and time, confidentiality, sentiment, notes, Interaction manager, projects and Files (where you upload attachments).
Image shows the interactions page, and highlights the left-side panel key information
The middle section shows the content of the interaction, this could be the email thread, meeting notes, media article etc. Summarizing the content is a great way to get a quick overview of what the interaction is about, and can also be used for regulatory reporting.
Image shows the interactions page, and highlights the middle section information
The right-side shows the keywords (Tags and Annotations) that are related to this Interaction - this is a great way to identify common themes, topics, opportunities or risks that come up in your engagement with stakeholders.
Image shows the interactions page, and highlights the right-side panel information
The Activity History is going to provide a list view of any other linked engagement activity or any follow up items (Tasks) that are related to this interaction. You can use the Filter and display options to find relevant information quickly, and the add buttons to link/add more records.
Image shows the interactions page, and highlights the Activity History information
Relationships is where to find all the relevant stakeholders or properties that are linked or connected to this record. To link more stakeholders or properties, you will want to use the Add button found in the top left.
Image shows the interactions page, and highlights the Relationships information
If you have any questions, or need support, please reach out to our Customer Success Team or email [email protected].