Petitions: E-Advocacy In PowerBase with screen casts

Description

Petitions are public web pages that you can use to mobilize on-line support for an issue. By inviting people to "sign" the petition (by adding their contact information) you can educate people on the issue and collect their contact information so you can continue mobilizing them in the future.

There are two kinds of petitions available through PowerBase:

  • Standard Petitions: Essentially, an online sign-on form - you write text, create the petition, and then the petition form records the signer's contact information. A List of signers can be printed and delivered.

  • Email petitions: Optionally, you can also setup a petition that, when signed, generates an email to a target. Signers are presented with a default email subject line and a default message, both of which they can edit before submitting. The target can be one or more contacts in your database or, you can send to the signer's state legislators based on the address they enter.

Configuration

To use this Petition feature you will need to enable an extension or two - you will need Powerbase Administrator permissions or you can reach out to support for assistance:

  • For Standard Petitions, you don't need to enable anything. You are ready to go.
  • For Email Petitions, you will need the following:
    • Install the "CiviCRM Petition Email extension" (don't be confused by the similarly named "Petition Email" extension - that extension is being phased out.
    • If you want address matching to send to State Legislators, then Install the CiviCRM Petition Email - State Legislators extension
    • If you installed the State Legislators extension, you will need to configure the State Legislators email settings with the states you want and the Open States API key (create a free account with Open States to get an API key): go to Administer > CiviCampaign > State Legislators Email Settings then enable the states you want, and enter the API key, then click SAVE

Standard Petitions

Regardless of the kind of petition you want to use, all petitions start as a standard petition.

Click Campaigns -> New Petition.

Fill out a title and introduction that will be displayed to people who are directed to your petition.

If this petition is part of a bigger campaign, you can optionally choose the campaign with which to associate petition responses.

Next, select a Contact Profile. You may need to create the contact profile first if the "Petition Email Contact Info" profile is not available. This profile determines what information is recorded about the person signing the petition (e.g. name, email, address, phone, etc). Make sure when you add the email field to the profile, that you select "Primary" for the location type of the email and make it required. The address or phone fields can use the "From the Web" location type.

The "Activity Profile" is optional and not recommended. The only reason to include it would be to ask the signer some specific questions in a survey-like manner. If you want to ask specific question of the signer, create a custom data group that is used for Activities of the type Petition Signature. Then, create a profile that includes these fields. However, if you are just interested in collecting contact information, leave the "Activity Profile" empty.

Fill out a Thank You Page title and message that people will receive when they fill out the petition.

And lastly, decide whether you want to by-pass email confirmation or not.

By default (with this option un-checked), anyone who signs the petition will have to check their email and click through a link sent to them before their petition signature is recorded.

If you are planning a short campaign and will be taking this petition offline after it ends, by-passing email confirmations will help boost the total number of signer and make it generally easier to use. However, for longer campaigns, spammers will discover the petition and you will get more garbage petitions if you by-pass the email confirmation.

Done!

For more information on the petition process, check out the CiviCRM User and Administrator guide.

Creating a Standard Petition screen cast

Email Petitions

Getting Started

First, set up the petition following the instructions to set up a Standard Petition.

If you would like to send an email to a target every time a petition is signed, look for the "Petition Email Delivery Options" section at the bottom of the new petition form (Note: If you don't see this section, contact support - we may need to enable the extension that provides it).

Once expanded, you are given a series of options.

Recipient System

Your first option is to choose the recipient system. You can choose a set of static recipients (e.g. a governor or CEO) or you can choose to dynamically lookup the signer's state legislators and send to both the upper and lower houses or you can choose just the upper or lower house.

From email address and default subject and body

After choosing your recipient system, you'll choose a from email address, and draft the default subject line and body of the email message:

When your petition is signed, an email will be sent from the signer to the target. When the target opens the email, they will see the petition signer's name in the From field of the email. If the target clicks reply, the reply will go to the petition signer's email address. And, the petition signer's name and email address will be printed at the top of the email sent.

But, the email address in the From field will be the one you specify on this form (e.g. From: Maria McSigner <petitions@yourgroup.org>). Why? The Internet has many new fraud detection technologies in place. If Powerbase sends an email that claims to come from a, for example, gmail.com address, then the target's email system will flag it as fraudulent and it will end up in their spam folder.

The default subject and message fields provide the initial text. The petition signer will have the ability to modify both before sending the message. See below about the BCC field - it is important that a human being gets a copy of every message sent so you can monitor abuse of your petition.

Address field matching

If you are dynamically looking up legislators, you have to match the address fields from your profile so the extension can properly look up the address.

If you don't see any matching fields, check your contact profile setting in the standard petition section. You must include all address fields in your contact profile for the matching to be successful.

To and Bcc

If you are using one of the dynamic lookup systems (state legislators, etc) then you do not need to enter anything in the To field. Your targets will be chosen automatically.

But, you still can add static recipients if you want (e.g. you could send each petition to the signer's specific state senator and also send all signatures to the governor).

The only caveat is that you must first enter the target in your database. If you are concerned about a target existing in your database and receiving your regular newsletter, etc. you can enter them with the communications preference "No Email". With this setting, they will be omitted from receiving your regular email but they will still be sent petition email in which they are the target.

Lastly, you are encourage to enter a BCC (e.g. to yourself) so you can notified everytime it is filled out.

Send away

When you are ready to go, create a new mailing to send to your outreach group. In the body of the mailing, include a link to the petition signing page (You can find that link by going to Campaigns -> Dashboard -> Petitions and clicking the "Sign" link next to your petition, then copying the URL from your browser's address bar).

The standard link looks something like this:

https://ptp.ourpowerbase.net/civicrm/petition/sign?sid=3&reset=1

That's the link you send people who are not in your database, for example, if you are posting to your web site or your social networks.

If you are sending the link by PowerBase mass email, you should use the personalized version, which includes a few extra pieces and looks something like this:

https://ptp.ourpowerbase.net/civicrm/petition/sign?sid=3&reset=1&{contact.checksum}&cid={contact.contact_id}

If you use this URL, then the contacts information will be pre-filled on the form, making it much easier for them to sign your petition.

Category: 
Admin Tasks
Campaigns
Collecting and Managing Contact Information