Custom Interactions

Slate natively captures many of the interactions staff will have with students, such as Email opens and clicks, website visits, event registrations and attendance, form submissions, query executions, and more. These interactions are also query-able.
 
Custom interactions may be created to log interactions that occur outside of Slate, such as phone calls, ad hoc conversations, and meetings. Custom interactions can be date/time stamped, can include a summary and private notes, and can made available on the timeline of a person’s record.

Custom Interaction

Interaction codes can be customized based on the needs of each institution. Sub-codes may be created to provide an additional layer of specificity. For example, if there are multiple types of phone calls or face-to-face interactions, it may benefit an institution to create more sub-codes.

For detailed instruction on creating an interaction code, review the Custom Interactions documentation.

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