Linking a Contact Group to an Interaction

Create the Interaction: Begin by creating your interaction in the Interactions module.

Navigate to Stakeholders Module and use the filters on the left side panel to find People and Groups > Contact Groups: Select the Contact Group/s that you wish to link the Interaction record to, and click on 'Apply' to filter stakeholders.

Screenshot shows Filters selected and applied People and Groups > Contact Groups: Community Reference Committee, with an arrow pointing to the apply button

Select All Stakeholders- noting that if there are multiple pages you will need to change your view or tab through each page to select all stakeholders across all pages.

Screenshot shows Selected Stakeholders with an arrow pointing to the Bulk Edit button

With all Stakeholders from the Contact Group/s selected, Navigate to Bulk Edit - stacked cards icon in the top right - and select Timeline from the drop down menu Field to Edit

With Timeline selected as the Field to Edit, navigate to the Interactions Field in the pop-up window to select or search for the relevant Interaction record

Click 'Add' (not 'Replace') to link the interaction to the timeline of all selected stakeholders and click 'Confirm' to update the stakeholders.

Screenshot shows Stakeholder Bulk Edit pop-up window with an arrow pointing to the confirm button

You will see a confirmation message indicating how many stakeholders have been updated.

Screenshot shows "Success: X out of X stakeholder records successfully updated." pop-up notification
​

Create your interaction.

Navigate to stakeholders and filter by contact group.

Select all stakeholders and bulk edit, selecting the timeline field.

Link the interaction and confirm.