Creating an Interaction Type

An Interaction Type defines an action taken by a consumer in a physical channel. Each Interaction Type defines the channel in which they occur and the individual engagement score for that Interaction Type. Once an interaction type is defined, you can select it in a dropdown menu via the Save Interaction Node. 

An example of the types of Interaction you can create:

Add an Interaction Type

To add an interaction type, navigate to the Project Settings tab and click on "Profile Metadata". In a new project, this page will be blank, and you can add an interaction type by clicking on the Add Interaction Type button.

This will pull up a dialogue box where you will get to input an Interaction Name, Description for the interaction, Channel where this interaction will be recorded, and Engagement Score. 

Definitions:

• Interaction Name: this should ideally be the type of interaction you are trying to record, e.g., Email Open
• Description: This describes the interaction type in more detail, e.g., Email is opened 
• Channel: This describes the channel in which the interaction is being recorded, e.g., Email 
• Engagement Score: this is how much this particular interaction is worth to the business, e.g., 20 points
  • The engagement score must be a numeric value.
  • The total list of interaction types and the engagement score do not need to add up to 100 points. 

If the Channel dropdown does not already have any of the channels you would like to use, you can click on the Add Channel to define a specific channel name. 

Add a Channel 

A channel is where the particular interaction is being recorded. This can be anything from Facebook to Email to Website. When you add a channel from the Add Interaction Type dialogue box, you need to name the channel and click Add Channel. The channel will be recorded in the Interaction Type dialogue box dropdown menu. 

Edit an Interaction Type

To edit an interaction type, click on the pencil icon to reopen the interaction type dialogue box.

You can edit the Name, Description, Channel, and Engagement Score. Once you have made the necessary changes in the dialogue box.

• Click on the Edit Interaction button to save. 

Delete an Interaction Type

To delete an Interaction Type, click on the trash can icon.

Type the name of the Interaction Type you want to delete in the appropriate field.

Select the Interaction Type and click Delete.

Once the Interaction Type is deleted, the associated node becomes a ghost node.

Example: Before deleting

Example: Post deleting