Ecanvasser's mobile app allows you to track a range of interactions that will be based on the specific set up within the account that you are part of.

Please note that this support article is based on the default Interaction Statuses definitions, which:

However, your account may be configured differently to suit your team and organization's specific needs.

An "Answered" interaction occurs when you attempt to

engage with someone and they are interested in engaging with you.

Your management team may have advised you on precisely what the purpose of the interaction is. For example, it may be to collect survey responses, capture new contact information, and track follow-up requests.

To track an "Answered" interaction, click on the clipboard icon on whichever screen you are on (based on the house or individual contact).

This will open the following Interaction screen:

The interaction screen is separated into 10 distinct areas.

Please note that not all areas may be visible to you, as this is wholly dependent on the configuration and customisation options that your management team has opted.

Remember to click save will end the interaction and allow you to move on to the next person.
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There are 10 key areas within the Interaction screen that allows you to track and record the following information related to the interaction:

In the Interaction screen, the default Interaction status that is displayed is "Answered".

It is easy to change this by clicking on the arrow icon next to the status, this is especially convenient if the person that you are engaging with has asked that you call back or has changed their mind about speaking with you:

The contact area shows the name of the person that you are speaking with.

If you have selected the wrong person, use the down arrow to show any other contacts in that house (if there are other contacts) and select the correct name from this list.
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On the left side, you can see the interaction status of every individual occupant of the house.

The Rating area allows you to rate an interaction and is based on a 5-point star rating scale. Each star rating has a bespoke meaning that will better inform and guide you on the meaning and relevance of each star rating.

Priority Fields are data points that your management team has deemed important to know and are related to the contact that you have selected.
These fields are usually marked as a priority because you need to either:

Typically, really important data points to capture will already be marked as a required field by your management team.

Required fields are marked with a red asterisk next to the data point.

Priority fields might also be marked as Read-Only.

Typically this is a data point about the contact that your management team has deemed important to know while engaging with the person, however, the field cannot be updated.

Read-Only fields are marked with a lock icon next to the data point.

A house note is an open text section where you can record specific information related to the house as opposed to the person that you are specifically interacting with. This is useful when you want to track information that would be beneficial for future callers to the house to be made aware of.

Examples of this might include:

Historical Interactions will allow you to see any previous interactions logged.

After inputting all of the information and hitting the 'Save' button, don't forget to save the interaction as well! Your new appointment will appear on the Planner page and your Mobile App Calendar page.

Surveys allow you to capture responses from contacts on any topic as set out by your management team. If you have more than one active Survey, you can choose between these in the upper right-hand corner. Only one survey can be captured per interaction.

Once you've selected a Survey, simply click on the individual questions and record the responses for each question.

Click Save when you're finished and you will return to the Interaction Screen.

Scripts & Key Messages are the direct line of communication to everyone in your organisation, direct to their phones. Pushing Scripts and Key Messages to your entire membership gives you control over how your teams interact and campaign in the community.

It allows you to adjust messaging in real-time based on events as they happen.

Use Talking points to issue short notes or templates to your organisers via the mobile app while they are in the field.

A follow-up request could be a question, topic, or issue that the contact has raised with you. It may require follow-up actions by the team. You can track requests and they will populate for the backroom team in the connected dashboard.
Examples of where requests could be raised include:

Requests can be logged as straightforward text.

You may optionally assign a priority to a request where appropriate.

Should you have any further questions, you can reach out to one of the team at support@ecanvasser.com

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