- 21 Jun 2025
- 1 minute read
- Print
- DarkLight
- PDF
Interactions
- Updated 21 Jun 2025
- 1 minute read
- Print
- DarkLight
- PDF
🏔️ 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:
Select New Interaction.
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.
Select Save.
Up next: Activities
Activities include the full range of events that can occur with respect to a record, including automated events.
➡️ Activities