Interactions
  • 21 Jun 2025
  • 1 minute read
  • Dark
    Light
  • PDF

Interactions

  • Dark
    Light
  • PDF

Article summary

🏔️ Summit 2025 Feature

Interactions is a view of the Timeline that returns one row per interaction.

An interaction is defined as a non-system outreach event; that is, an interaction made directly by a Slate user, as opposed to an automated communication, which would be collected in Activities.

Adding a new interaction

Interactions appear automatically when you reach out to a constituent using one of the built-in Slate communication methods, like email, SMS, voice, or print.

If you want to add an interaction manually:

  1. Select New Interaction.

  2. Configure the following settings:

    • User: Defaults to the current user, but can be changed.

    • Code: Select an interaction code. You can create custom interaction codes.

    • Subcode: Select an interaction subcode.

    • Date: Select a date and time at which the interaction occurred.

    • Apply to: Select relations of the record to which this interaction should also apply.

    • Attach: Attach any relevant files to the interaction.

    • Subject: Enter a subject line to appear on the Timeline.

  3. Select Save.

Up next: Activities

Activities include the full range of events that can occur with respect to a record, including automated events.

➡️ Activities


Was this article helpful?

What's Next