Interactions Perspective

You can manage interactions easily by using the Interactions perspective.

A Transaction or an Interaction stands for an event that occurs at a particular moment, such as, making a retail purchase, opening an email, opening a support case, or, visiting a website. You can define different types of interactions and their taxonomies in the Business Model.

Interactions can be associated with multiple entities (actors), have an interaction type, and have associated attributes. Interactions represent transactional data associated with an entity. Data includes:

  • Date
  • Interaction type
  • Actors
  • Attributes

Overview

You can view the interactions in a tabular format. You can manage interactions by being able to sort, search, filter and even show/hide attributes for interactions and focus on the value of the interaction data that matters to you. Let us explore this view in detail.

The selected Interaction type and the number of interactions available for that interaction type are listed. The tabular view lists all interactions as individual row items. Multiple columns display the attributes of each interaction/entity.

Note: The interactions are displayed in the reverse chronological order by default. The most recent activity is listed first, followed by each activity that occurred before that.

When the All interaction types option is selected, the Attributes column displays the attributes of all the interaction types. You can choose to show or hide the attributes by specifying the list of attributes that can be displayed for each interaction type.

Note: For each interaction type, you can configure the attributes that must be displayed in the Attributes column. When you specify the list of attributes to be displayed for an interaction type, only those attributes that are part of the list are displayed in the Attributes column. In addition, the specified attributes are displayed in the same order in which the attributes are added to the configuration as part of the list. To specify the list of attributes that must be displayed for an entity type, you can contact the Reltio Customer Support team.

You cannot filter the attributes and the Attributes column does not display the sub-attributes. If there are more than seven attributes, you can click the View more link to see all the attributes.

You can resize a column easily by dragging the column borders to the required width. You can change the layout by selecting the attributes or columns that you want to display. For more information, see the Selecting the Attributes or Columns to Show section. In addition, you can set the number of rows that you want to view by changing the Rows per page value at the bottom of the tabular view. You can set it to either 10, 15, 25, 50, or 100 rows per page. Use the left and right arrows to go to the previous and next pages.

Select the appropriate Interaction type view

The drop-down menu next to Interactions shows all the available Interaction types.

The details of all the interaction types are displayed by default. You can select the required interaction type and the associated attributes for which you want to view the details. Hub remembers your selections and displays the interactions accordingly when you visit the page again.

Note: Only in the All interaction types view, the Interaction type column is available since multiple interactions of all types are listed.

You can select the interaction type for which you want to view the details. In our example, we have selected the Order Interaction type.

Sorting the Interactions

You can sort the interactions in the ascending or descending order of any attribute or column. The image shown below shows that the first column (Date) is sorted upon. When you hover over the column name, you can use the arrow for sorting.

Note: By default, the interactions are displayed in the reverse chronological order. The most recent activity is listed first, followed by each activity that occurred before that.

The upward arrow indicates the Ascending order of sorting, whereas, the downward arrow indicates Descending order.

Applying Filter Options on Attributes

You can use the filter feature () to view the details of only the required interactions. When you click the Filter icon, the filter icon changes () and the filter drop-down becomes Active on all the attributes or columns as shown below.

Now, you can select any attribute or column and set the filter option on that attribute. For example, see the Channel attribute with an active filter drop-down in the image shown below.

You can click the arrow next to the equals operator to see the list of applicable operators based on the attribute or column you are filtering upon.

In the above example, the filter option is being set for Channel attributes that equal Website.

The filter condition is applied when you click anywhere outside of the filter condition setup dialog box.

To remove the filter condition, you can either click Close on the filter condition or click the Active Filter icon (). In both the cases, the view is restored back to normal (pre-filter) view.

Selecting the Attributes or Columns to Show

You can select the attributes or columns that you want to view in the tabular view by clicking the Show/Hide Columns icon ().

The Show/hide columns multi-select list appears. You can either scroll through the list of available columns or search for the column that you want to display.

Click APPLY to save your selection. The selected columns are added to the right of the existing last column on the right.