How to Set Interaction Types

Users with administrative permissions can add new interaction types to the set list in their GivingData site.

Navigating to Interaction Settings 

Access Settings by clicking the gear icon in the site’s Quick Navigation Bar.  

Then click “Interactions” under “Organizations & People.” 

Setting Interaction Types

1. Click the down arrow next to “Interaction Types” to see the current list of interaction types in the system. 
2. Add custom interaction types by pressing the green “Add New Interaction Type” button, typing the new interaction type name in the pop-up modal, and clicking Save.
3. Click the yellow pencil button next to an existing interaction type to manage/edit that type.
   
4. Standard interaction types cannot be renamed. They can only be marked inactive by checking the box in the pop-up modal. Custom interaction types can be renamed.