Ecanvasser's Walk 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, track issues.
To track an "Answered" interaction, click on the clipboard icon on whichever screen you are on (based on house or individual contact).
This will open the following Interaction screen:
Understanding the Interaction Screen
The interaction screen is separated into 6 distinct areas.
Please note that not all areas may be visible to you, as this is wholly dependent on the configuration and customization options that your management team have opted.
Remember to click save will end the interaction and allow you to move on to the next person.
There are 7 key areas within the Interaction screen allows you to track and record the following information related to the interaction:
Priority Fields (related to a specific contact)
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.
Click the i icon to view more information about the person, where this data is available.
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 have 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:
Collect key data points for you to capture
Highlight key data points to you
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 have 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.
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 into the individual questions and record the responses for each question.
Click Save when you're finished and you will return to the Interaction Screen.
An issue is a topic/subject that a contact has raised with you. It may require a follow up actions by the team. You can track issues and they will populate for the the backroom team in the connected dashboard.
Examples of where issues could be raised include:
A contact has requested to speak to particular member of the team about an topic of concern
An issue has been reported, that a contact has asked that your organization makes a representation on their behalf for, or that needs addressing
A contact has requested further follow up information or literature
Issues can be logged as straight forward text.
You may optionally assign a priority to an issue where appropriate.
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:
beware of large dog!!!
door bell appears to be broken, use door knocker instead
Should you have any further questions, you can reach out to one of the team at firstname.lastname@example.org