This is best done by creating a survey and embedding it into a PageBuilder page. Recommended surey changes are listed below.

In step 1 of the survey, "Identify Survey", do the following:
  • Rename the "Submit Survey Button Label" to something more relevant, e.g. "Submit an Interaction".
  • Check "Yes, allow the same person to submit this survey more than one time".
  • Set the "Survey Submitted Page" to a relevant page, e.g. the "ConsProfileUser" page. Using the "ConsProfileUser" page will allow the constituent to update their profile after the fact. Also, if you have a link to this survey on your ConsProfileUser page, this will take them back to that page after submitting an interaction.
In step 2 of the survey, "Include Questions", include relevant questions, e.g.:
  • Question type "Short Text Value (40 characters)": "Decision Maker Name:".
  • Question type "Multiple Choice Single Response (Drop Down)": "Select the type of relationship you have with the decision maker:"
  • Question type "Multiple Choice Single Response (Drop Down)": "How well do you know the decision maker?"
  • Question type "Multiple Choice Single Response (Drop Down)": "What type of interaction have you had with the decision maker?"
  • Question type "Date Value": "When did the interaction take place?"
  • Question type "Text Value": "Details of the interaction:".
In step 3 of the survey, "Configure Autoresponder", select "Do Not Send this Autoresponder".