There are several ways you can associate an Activity or Media Interaction with a contact or outlet in the Cision Communications Cloud. If you would like to add activities one at a time to different media contacts or outlets click here. This would be ideal if each interaction with the person or outlet is unique and needs to be logged differently.
If the interaction that you are logging is the same for every media contact or outlet you can use our Bulk Activities option to apply the same activity to an entire list or set of search results.
Navigation to My Lists
Click on the Influencers tab.
Click on the My Lists option.
Selecting Contacts
Select the list that you are looking for.
Select all of the contacts on the list that you would like to associate the activity to.
Select the Connect drop down and choose Create Activity.
Creating the Activity
*Select the Type of interaction from among the following choices: Send Mailing, Callback, Appointment, Inquiry and Other. You have the option to create your own Activity Types if none of these fit your business needs.
*Give the interaction a Title that will help you easily identify what took place during this specific interaction or its unique purpose. The maximum length for the Activity Title is 200 characters.
*Enter the Date and Time that the interaction occurred.
Select your appropriate Time Zone if different from the default.
*If you wish to associate the activity with any Campaigns, select the Campaign names from the drop-down that appears.
*Add any Notes to more fully detail the interaction.
*Use this option if you wish to link a Contact or Outlet to this activity. When you select Contact or Outlet, you will be presented with a match list to find the Contact or Outlet with whom you want to associate the activity. Select the desired Contact or Outlet from the list of matches. If you link the Activity with a Media Contact or Outlet, you will see the Activity recorded on the History panel of the Media Contact Record or Media Outlet Record.
8. Tags allow you the option to group activities together. For example, if you wanted to group all Activities that pertain to a certain campaign you are working on. To add a new tag, just begin typing a unique name and a “create tag” option will appear in the drop-down. To associate with an existing tag, select the tag you would like to use from the drop-down.
9. Add an optional attachment. This option is beneficial for associating documents external to Cision with the activity. Attachments can be images, PDF, or DOC files. Each attachment can be up to 5 MB in size.
10. *If you have created any Custom Fields for your activities, you will see them at the bottom of the page and can select their appropriate values.
11.Click the Create button.
To see all Activities associated with a single contact, pull up that Contact’s profile page.