How to: Create Interactions on Contacts and Segments

You can create interactions to record all the interactions and communications you have with your contacts and segments, for example, direct mail.

Before you create interactions, you must set up interaction templates. For more information, see Set Up Interaction Templates.

To create an interaction

  1. Open the contact, salesperson, or interaction log entry.
  2. Choose the Create Interaction action.
  3. Fill in the fields, and then choose the OK button.

Note

If you need to perform another task before finishing the interaction, you can choose Cancel and then finish the interaction at a later time. This postpones the interaction.

To finish and delete postponed interactions

  1. Open the contact, salesperson, or interaction log entry.
  2. Choose Postponed Interactions.
  3. Select the interaction you want to finish, and then choose the Resume action.

To create an interaction on a segment

  1. On the Home page, choose Active Segments, or choose the Search for Page or Report icon, enter Segments, and then choose the related link.
  2. In the Segment window, in the Interaction section, fill in the fields to specify which interaction you want to assign to the segment.

    After you have assigned an interaction to the segment, you can personalize the interaction for each particular contact within the segment, for example, by selecting another interaction template on the lines in the Segment window.

  3. To log the segment and interactions, choose the Log action. The Log Segment window opens.
  4. If you want to create a new segment containing the same contacts, select the Create Follow-up Segment check box. To create a follow-up segment, you must have specified number series for segments in the Marketing Setup window.

An interaction is recorded for each contact within the segment in the Interaction Log Entry table, and the segment is logged. Logged segments can be found in the Logged Segment window.

If you have selected the Create Follow-up Segment check box, a new segment is created that contains the same contacts as the segment you have just logged.

See Also

Recording Interactions
Managing Contacts
Managing Sales Opportunities
Setting Up Relationship Management
Working with Dynamics 365