FAQ content

Interactions: Create, view, and manage interactions

In this article

What are interactions?

Each profile allows you to log your interactions with that person or organization. Whether it's an email, phone call, or in-person meeting, you can keep track of your entire history with each stakeholder. This not only makes it easy to review your past activity and collaborations with stakeholders, but it can also help you better plan and offer new services. 


Manually add a new interaction

  1. From the Interactions page click the New Interaction button
    • Alternatively, if you are already viewing a profile, click the New Interaction button in the Current List of Interactions box.
The New Interaction option under the Interaction page
  1. From the Profile field, start entering the name of a person or organization in the Select Profiles search box and click on the name of the person or organization you want to add. Repeat this step to add more people or organizations to this interaction.
    • Note: if you initiated the process for adding a new interaction from a profile's page that profile will be automatically selected.
  2. From the Owner field, select which user(s) interacted with the selected people and/or organizations. For example, if you sent an email to this person, then you'd select yourself as the user involved. The user creating the interaction will be selected by default.
  3. In the Interaction Title field, enter a brief description of this interaction that will serve as its title.
  4. From the Interaction Source dropdown, you can select the means of the interaction (e.g. in-person, phone, email, webinar, conference, etc.). The available types are defined by an admin
    • Note: interactions done via LibChat/LibAnswers and LibCal are automatically recorded.
  5. From the Location dropdown, you can select where this interaction occurred. The available locations are defined by an admin.
  6. Enter when the interaction occurred using the Date & Time fields.
  7. Use the Duration field to record how long the interaction took.
  8. Use the Details field to record additional information about the interaction, such as a summary, transcript, etc.
  9. From the Related Project(s) field, start entering the name of the project the interaction should be included in within the Select Projects search box and click on the name of the project. Repeat this step to add the interaction to more than one project.
  10. From the Related Task(s) field, start entering the name of the task the interaction is for within the Select Tasks search box and click on the name of the task. Repeat this step to add the interaction to more than one task.
  11. If you would like to attach files to this interaction, click on the Choose Files button in the Attachments box. This will allow you to select and upload one or more files from your computer.
  12. In the Interaction Types field, you can select the subject matter of the interaction (e.g. consultation, new resources, event planning, etc.). The available types are defined by an admin.
  13. If you would like to assign another Interaction Type to the interaction click the Add Type button and repeat the above steps for completing the details for the new type.
  14. When finished, click the Save button. The interaction will be added to the profile of each person and/or organization selected in the Profile field.
The New Interaction page

Add an email interaction

New email interactions can be automatically added to a profile by including the System Email address in the emails being sent to the profile. If you include the System Email in the BCC, CC, or To field for emails being sent to a profile, LibConnect will record that email interaction automatically. 

You can find your System Email address from the Admin > Manage Unmatched System Emails page.

finding your system email address

Additionally, the System Email address is visible on all People or Organization profile pages.

finding your system email address on a people profile
The System Email address highlighted on a profile

Email campaign recipients

When running Email Campaigns, the recipients of those campaign emails will have the email automatically added as an interaction on their profile -- no need to record their receipt of the campaign email manually!


Manage interactions with a person

  1. Go to Profiles > People.
  2. To view the person's profile, click on their name.
viewing a person profile
  1. Use the options in the Current List of Interactions box to manage interactions with that person.
    1. Use the search box to search for interactions by subject.
    2. Use the page controls to navigate the list of interactions.
    3. Click on the interaction's subject to view its details.
    4. To edit an interaction, click on its mode_edit icon in the Actions column.
    5. To permanently delete an interaction, click on its delete_forever icon in the Actions column.
    6. Click on the Refresh button to refresh the list of interactions.
    7. Click on the New Interaction button to record a new interaction with that person.
Options for managing interactions

Manage interactions with an organization

To view and manage interactions in an organization's profile:

  1. Go to Profiles > Organizations.
  2. To view the organization's profile, click on its name.
Selecting Profiles form the command bar
  1. Use the options in the Current List of Interactions box to manage interactions with that organization.
    1. Use the Filter field to search for interactions by subject.
    2. Use the page controls to navigate the list of interactions.
    3. Click on the interaction's subject to view its details.
    4. To edit an interaction, click on its mode_edit icon in the Actions column.
    5. To permanently delete an interaction, click on its delete_forever icon in the Actions column.
    6. Click on the Refresh button to refresh the list of interactions.
    7. Click on the Add Interaction button to record a new interaction with that organization.
Options for managing interactions

View and manage all interactions for all profiles

  1. From the Interactions page, you can view all of the interactions associated with People and Organization profiles in your system. On this page you can:
    1. Click on the New Interaction button to record a new interaction with a profile.
    2. Use the Filters to search for interactions by keyword, title, source, type, owner, who the interaction was with, and interaction date.
    3. Click on the interaction's Title to view its details.
    4. To edit an interaction, click on its mode_edit icon in the Actions column.
    5. To permanently delete an interaction, click on its delete_forever icon in the Actions column.
Options on the Interactions page

Integrations with other Springshare products

LibConnect allows you to keep track of your interactions with users, even when they happen in your other Springy apps. Currently, LibConnect can integrate with your LibCal and LibAnswers systems to automatically add interactions to your LibConnect profiles.

Admin users can manage these integrations in one place by going to Admin > Manage Integrations.

Selecting Manage Integrations from the Admin menu