Custom Interaction
Custom interactions are used as a reporting function to gather unique data points relating to individual contacts. Insight into customer behaviours can then be used to tailor campaigns and develop the improved customer experience.
A custom interaction is an event at a point in time, automatically recorded by the TractionNext system. This event can then be queried with Measures such as; Opened, last opened date, last clicked, received SMS, etc. for that contact.
Custom Interaction data definitions:
Timestamp: The time the event occurred in Traction Next
Name: Name of the event created by user (e.g. "PURCHASE", "preference selected", etc.)
Text Data: Some context data about the event (e.g. name of the product, name of concert ticket sold, etc.)
Numeric data: Context data in numeric form (e.g. total value of an order, number of tickets sold, etc.)
How to search Custom Interactions:
- Go to Contacts in the top menu
- Click Custom Interactions
- Enter standard search criteria in the search field; Name, Text, Numeric, Time
- Or select advanced search to set your own search criteria and add conditions.
How to Import Custom Interactions:
- Go to Contacts in top menu
- Click Custom Interactions
- Click Import
The contact field identifier must be set to import Custom Interactions. Click the blue link in the error message to correct.
- Upload the CSV file you are wanting to import.
- Select the Identifier, Delimiter and Date format for the file
- Map the data fields in import settings. You must include all interactions and only once; Name, date, numeric data, text data.
- Click the blue Start Import button.
- Your file will then appear in the Import history
- Click on the blue "View" button to view the import details
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