Simply Stakeholders has a few different options to create Interactions, and in this article we will show you how to add an interaction using the Interaction dropdown option.
If you want to look at the other ways to add records, here you will find instructions on adding Interactions using the Smart Record or using the Outlook Add-in.
What is an Interaction?
An Interaction record refers to any communication or engagement 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 to be able 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 to add an Interaction
From the left-hand navigation, click on the green plus icon
and then InteractionAdd the required field details:
Subject - treat this like the title of your interaction, it should be direct and to the point.
Interaction Type - Should be used to identify a Complaint or Commitment
Date and Time - When did this interaction happen, you can log past, present or future interactions
Confidentiality (if required) - Is this a sensitive record that needs to be locked down
Message - The details of your interaction, be as detailed a possible as our AI will auto-identify and themes or topics, and also analyse the sentiment!
Image above shows a populated Add New Interaction form
Click on +Add More to fill in additional information:
Tags - These are the issues or themes you are tracking in your engagement
Stakeholders - These are the Individuals or Organisations who were involved in the engagement
Interactions - These are generally interactions that have happened about the same issue with the same stakeholder
Tasks - Any follow-up or action items that have arisen from this engagement
Projects - Share this interaction to all projects that it may be relevant to
Image above shows the Add more button
Image above shows the additional fields shown by clicking on +Add more
Click on Save & Close to finalize the interaction, or click Save & Continue to open the record and review
Image above shows a newly created Interaction record