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Advice and answers from the Ecanvasser Team

Search results for:interactions
Go App: Interactions
Ready to start interacting with people? Let's Go!… Not Interested interactions Interested interactions A "Not Interested" interaction… Not Interested Interactions
Walk App: Interactions
Ready to start interacting with contacts?… Answered Interactions… Interaction Status
Best Practices for Managing Interactions
Get the most out of your interaction workflows in Ecanvasser… 4. Customize and Leverage Logged Interactions… Managing interactions effectively is key to turning conversations into conversions—whether you’re canvassing
Recording Interactions via the Web App
How to Record Interactions from the Web App… Recording an Interaction:… first and foremost designed and engineered to allow one to many organizers in the field to record interactions
Walk App: Phone outreach.
Interacting with your contacts and recording your interactions via phone call… How to log an interaction… For more information on Walk App interactions please click here If you have any additional questions
Integrate Salesforce & Ecanvasser
Canvass your Salesforce contacts with Ecanvasser. Digital interactions are automatically tracked in Salesforce for you… Next navigate to "Fields & Relationships" for the Interaction object e… For each field that you need to see in the Interaction form, select that field label and: f
Interaction Statuses
How to tailor your interaction statuses to suit your needs… Any recorded Interactions will appear on the map page as a pin with the color of the interaction status… The Migrate option allows you to move interactions from one status to another
How to Use Interaction Reports
Where to Find Interaction Reports… What’s Included in the Interaction Report… Select Interactions as your data source
Responding to Actions Invitations
To learn more about Go App interactions Click here To learn more about Walk App interactions Click… All your interactions will now be tied to this Action… All your interactions will no longer be tied to this Action
User Activity Log Management
conversion rate Interactions Over Time – Visual trend of how many interactions were logged across… Each user dashboard includes: Activity Feed – A timeline of recent actions such as interactions… logged, app usage, and territory visits Headline Stats – Total completed interactions and overall