STEP 1: Log in as a Company Admin
STEP 2: On the left menu bar, find the speech bubble Interactions and select Interaction Types

STEP 3: Click Add next to Interaction Types at the top left

STEP 4: Name your interaction type (For example: 'Store Visits' or 'Staff Survey')
STEP 5: Select whether the interactions should be location required

  • “Yes” will require your team to select a location for each program in this Interaction

  • “No” will not require a location, and is typically used for personal surveys, prospective locations, etc.

STEP 6: Click Save Interaction Type

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