Add an Interaction to a Person Record

Rules can be leveraged to automatically set an interaction on a Person record based on custom filter criteria. 

  1. Click Database in the top navigation bar and select Rules Editor.
  2. Click New Rule.
  3. Enter the following configurations in the popup window:
    • Name: Set (Interaction Name) Interaction
    • Base: Prospects
    • Type: Interaction
    • Folder: Interactions
  4. Click Save.

Configure the appropriate filters:

  • Select any filter to determine the population that should be assigned a particular interaction.

Configure the appropriate action:

  • User: Select the administrative Slate user to be associated with this interaction every time the interaction is added.
  • Code: Select the interaction code to be inserted on the person record. Additional options may be available depending on the type of code selected.
  • Subject: Provide a subject that will display on the timeline of a person record. For a watch flag, the subject is what displays on the top of the entire person record.
  • Private Comments: If necessary, provide static private comments. These comments are visible only upon clicking into the interaction from the timeline and are not displayed to the student/person.
  • Public - Optional: Selecting this setting allows the subject and public comments to be visible to the student/person through their application status portal.
  • Public Comments - Optional: These comments will be displayed to the student/person.

Tip

An Activity/Interaction is added by a rule only if that activity/interaction does not already exist on the record from the same rule/source.

Was this article helpful?
0 out of 3 found this helpful