Interaction Settings¶
The Interaction Settings page in Evergiving allows you to define and manage the Tracking Interactions that fundraisers will log in the Track n Snap app. These settings give you control over which interactions are available and allow you to customize interaction labels for different campaign types (e.g., Door to Door, Shopping Mall, Special Event, and Street).
Each Location has cards for each Interaction Type. Each Interaction has customisable Interaction Settings.
Locations¶
Location Name
| Location | Description |
|---|---|
| Street | Interactions related to street fundraising activities. These typically involve fundraisers engaging people in public areas. |
| Door to Door | Interactions during door-to-door fundraising campaigns. These may include outcomes like “Not Home” or “Return Later.” |
| Shopping Mall | Interactions that occur inside shopping malls, often using different engagement techniques than street or door-to-door. |
| Special Event | Interactions that happen during special events. These interactions are often unique to the event setting. |
Interaction Types¶
You can toggle these interactions on or off depending on the type of campaign.
| Field | Description |
|---|---|
| Arrive at Site | Enables the “Arrive at Site” interaction, which fundraisers can log when arriving at a specific location. |
| Conversation no sale | Marks an interaction where a conversation occurred but did not result in a pledge. |
| Leave Site | Logs when a fundraiser leaves a site. |
| Special 1, Special 2, Special 3 | Custom interaction labels that can be defined for any unique outcomes that your organization may want to track. |
| Stop attempt | Logs an attempted stop or engagement that did not lead to a full conversation. |
| Stop but knockback | Logs an interaction where a potential donor was stopped but declined to engage further. |
Interaction Settings¶
Interaction Label
Label: Interaction Label
| Setting | Description |
|---|---|
| Toggle Interaction | Each interaction has an on/off toggle, allowing you to enable or disable it for your fundraisers. |
| Label Customization | You can customize the label of each interaction to better reflect your specific campaign outcomes. |
| Save Changes | After modifying interaction settings, be sure to save the changes to apply them to the Track n Snap app. |
You can monitor these interactions by visiting the Territories > Interactions tab in Evergiving.