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Adding an Interaction Type

How to create an Interaction Type for your Program

noah krug avatar
Written by noah krug
Updated over 2 years ago

STEP 1: Log in to CPR Encompass.

STEP 2: On the left menu bar, hover over the Interactions Admin icon (Shaking Hands) and select Interaction Types.

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

STEP 4: Name your interaction type (For example: Monthly Store Check-Ins).

STEP 5: Select whether the Programs within this Interaction Type should be store required

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

  • “No” will not require a location

STEP 6: Click Save Interaction Type. This will lead you directly to the new Interaction Type’s page where you can begin adding Programs.

Alternatively, you can add an Interaction Type as you are creating a Program. To review this alternate process, click here.

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