Tracking Interactions

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Want to be able to know every touch point you have had with a record? Well look no further than interaction tracking!

How can I use Interactions in my MonkeyPod?

Interactions allow you to track any contact or interaction you have had with a relationship - from a meeting attendance to a phone call, your MonkeyPod can be the place where you get a clear picture of your relationship with your relationships!

To check out a relationships interactions or track a new one, simply scroll down and select "Interactions."

A screenshot showing the interaction tab on a relationship recor — Scroll down on any relationship record to find and track interactions with them

How do I record an interaction in my MonkeyPod?

To record an interaction, open the Interactions tab and click "Record Interaction".

Screenshot of Interactions tab with Record Interaction button highlighted

Note what happened and when. You can also include a more detailed description if you like.

Screenshot of the form to add a new interaction, with the fields Critical Alert, What?, When?, and Description, and a Sensitive? checkbox. There are Cancel and Save buttons at the bottom right

How can I flag an interaction in my MonkeyPod?

A secondary function of the Interactions tab is to provide an alert to colleagues who may have future interactions with the relationship. When logging an event, you can designate it as a "Critical Alert".

Screenshot of available critical alerts. There are four options: a gray No symbol, a gray exclamation point, a yellow star, and a red flag

When someone has a critical alert in their history, it automatically shows up prominently displayed at the top of their view. For example:

Screenshot of relationship page for Clark Kent. A starred alert at the top of the page displays a positive message about Clark

Can I use critical alerts for notes?

You sure can! Want to a note to float to the top of a record? Go ahead and record an interaction and flag it!

Does my MonkeyPod track anything automatically?

Yes! Most things that are done in the system related to that relationship are tracked automatically, for example, if a relationship:

Subscribes to a mailing list
Unsubscribes from a mailing list
Receives an email
Opens an email
Makes a donation
Is merged with another record
Completes a pipeline step
Makes an appointment using the Calendly Integration
Fills out a Jotform
Receives an email with your organization's BCC email address
Has a relationship householded under them, and that relationship has an interaction logged

That interaction will be tracked automatically in the system