Assigning Interests to Actions
You can assign interests to specific actions. Once you do, whenever an individual participates in that action, netFORUM creates an implicit interest for that individual.
Assigning Interests to Actions
To assign an interest code to an action, complete the following steps:
- Locate the Add - <Action> Interest form within the action object to which you are assigning the interest code. The locations of this form for the various actions that support this functionality are listed below.
Path to Profile Profile Child Form Tab Child Form Modules>Fundraising> Overview> Fund link Fund Info gift interest(s) or pledge interest(s) Modules>Events> Find an Event> Event General event interest(s) Modules>Events> Find an Event> Event Faculty faculty interest(s) Modules>Events> Sessions Group Item> Find Session Session General session interest(s) Modules>Inventory> Publications link> Find Publication Publication Miscellaneous publication interest(s) Modules>Inventory> Merchandise link> Find Merchandise Merchandise Miscellaneous merchandise interest(s) Modules>Subscriptions> Subscriptions Group Item > Find Subscriptions Subscriptions Miscellaneous subscription interest(s) Modules>CRM> Advocacy Issue Group Item> Find Advocacy Issue Advocacy General interests Modules>Committee> Find a Committee link Committee Primary participation interests Modules>Committee> Find a Committee link Committee Setup committee nomination interests Modules>Marketing> Messaging Link Group Item> Find Messaging Link Messaging Link N/A link interests Once you get to the listed child form, click the Add
icon to launch the Add - <Action> Interest form. - Open the Add - <Action> Interest form, select the interest code from the drop-down list.
- Enter the intensity for this action in the intensity value field. The intensity for an interest code indicates how engaged or "interested" an individual is in that interest code.
- Click the Save button.
The child form updates to display the newly added interest.
Tip: When individuals participate in this action, netFORUM adds an implied interest to his or her Individual profile on the interests child form found under the Misc child form tab.