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."

How do I record an interaction in my MonkeyPod?
To record an interaction, open the Interactions tab and click "Record Interaction".
Note what happened and when. You can also include a more detailed description if you like.
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".
When someone has a critical alert in their history, it automatically shows up prominently displayed at the top of their view. For example:
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
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