How to Use Interactions

MonkeyPod’s Interactions help you keep a complete picture of your organization’s relationships by logging important touch points with your constituents. With Interactions, you’ll never lose sight of how you’ve connected with your supporters. Track everything from financial transactions, volunteer work, phone/email/mail outreach, attendance and more. MonkeyPod's interaction tracking provides a clear picture of your relationship with your relationships!

Which interactions are tracked automatically?

MonkeyPod automatically tracks interactions for most things, including:

• Mailing list subscription activity (including receiving and opening email campaigns)
• Messages sent using MonkeyPod's Email Automation app
• Email sent with your organization's BCC email address
• Financial transactions (such as donations, paid invoices, bills, etc).
• Action item completion
• Changes to the relationship record (imported, merged, archived, addition to household)
• Pipeline step completion
• Appointments made using the Calendly Integration
• Jotform form submissions
• Loan Tracker app transactions
• Volunteer hours entered in MonkeyPod's Volunteer HQ App
• Changes to membership using MonkeyPod's Membership App
• Thank you letters sent (if tracked using MonkeyPod's Thank You Letters feature)

You can also manually record all types of interactions including phone calls, meetings, print mailings, and more. We'll cover that below.

Where do I find interactions for a relationship?

At the bottom of every relationship page is an Interactions tab listing all of the relationship's interactions. Use the filters at the top of the list to narrow the displayed interactions by a time period or filter by a specific type of interaction.

How do I manually record an interaction in my MonkeyPod?

To record an interaction, just select Record Interaction from the Interactions tab at the bottom of any relationship page.

Here you'll record the important details, like the type of interaction and date. You can also include an optional description. Other options for tags, alerts, and "Sensitive" settings are described below.

Can I use tags for interactions?

Yes! As shown in the screenshot above, you can use tags on interactions. This can be useful if you're trying to see all activity associated with a program or event, for example.

To enable the use of tags for interactions, choose My MonkeyPod from the main menu, and then select Organization Settings.

Head on over to Relationships and select, Heck yeah! Tags rule to enable tagging of interactions.

How can I flag an interaction in my MonkeyPod?

A secondary function of interactions is the option to alert members of your team who may have future interactions with the relationship. For example, if someone has mentioned they'd like to talk about a large donation in a meeting, you could identify that as a critical alert to make sure your team members don't miss it! There are three varieties of critical alerts that help you quickly convey the tone: important, celebratory, or warning. Just select whichever is the best fit before you save your new interaction.

If you want to flag an alert for an existing interaction, just select corresponding alert icon for that interaction in the list.

When someone has a critical alert in their history, it gets prominently displayed at the top of that relationship's profile like this:

Frequently Asked Questions

Can I customize the types of interactions available in my MonkeyPod?

Of course! From the main menu, choose Relationships > Interactions, and then select the "Configure" tab. There you can select or unselect the types of interactions that your organization uses. You can also add new interaction types.

Can I use critical alerts for notes?

You sure can! You can create a custom "Note" type of interaction (described above) or use an existing type. Then, just record an interaction and flag it as a critical alert, and the note will appear at the top of the relationship page.

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