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Understanding Interaction Results

In the Marketing Section

When navigating to Marketing > Interactions you'll see a table with multiple columns. Each column is explained below:

  • Active: Enables the Interaction. 
  • Name: Name of the Interaction. 
  • All People: All Known (anyone with an email) and Anonymous Prospects (anyone without an email) who have met your Interaction criteria (demonstrated one of the enabled Inbound Activities).
  • All Touches: A count of the number of Inbound Activities enabled by the Interaction. For example, suppose an Interaction has these four (4) Inbound Activities: Website Visit, Landing Page Visit, Web Form Submission and Content Download. If the Prospect makes a website visit, views a landing page and downloads a content piece (three (3) Inbound Activities), then this will count as:
    • 1 in the All People column

    • 3 in the All Touches column

  • Created By: Lead Liaison user who created the Interaction. 
  • Date Created: Date the Interaction was created. 

Above the table a graph will be displayed. To view Interactions over time, choose a standard period from the dropdown on the top left, or select a custom time period as shown below. 

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In the Dashboard

Interactions are also displayed in the Dashboard. To access the Interactions widget in the Dashboard, do the following:

  • Navigate to Dashboard
  • Drag and drop the Interactions widget from the right panel. If you don't see the widget, then click the three dots and select Interactions as shown below. 

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  • The widget shows the top five (5) Interactions, based on number of Prospects who have met your Interaction criteria. 
  • Use the Dashboard comparison capabilities to compare how your Interactions are performing relative to other months. To learn more about the Dashboard read this page.

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Triggering Automation from an Interaction

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