To create a new advocacy effort click on Toolkit > Advocacy.  From there select "Create New."

There are a few steps in creating an Advocacy effort: 

First Step: Basic

Name your effort, add your effort to a folder (optional), select the method of contact, description, and a start/end date.

Method
Here you have the option to choose email letters, send tweets, and  patch-through calls, or regulations.gov.
*Please note that patch-through calls are connected to the representative's DC office.

Advocacy Outreach Name, Method, and Start Date are required fields to proceed to the next step. 

Click 'Next.' 

Second Step: Message Targets

Here you have the option to select your targets on the State, Federal, and Custom level. 

  • Federal: option to choose Congress > All Congress or House of Representatives or Senate. You must choose an issue area for every target.
  • State: option to choose any State > All Chambers or Upper House, or Lower House. You must choose an issue area for every target.
  • Custom: option to input any person and organization. You can also duplicate any target to input as many people you want to target. You must choose an issue area for every target.

If you selected regulations.gov as your outreach method, you'll have the option to select an agency and document for your supporters to submit comments. 


Here, you also have the opportunity to customize your message. Use dynamic tags like {{ FirstName }} and {{ LastName }} to pre-populate the message information that will come from your supporters.  You can also toggle to give individuals completing your effort the ability to edit your email's message.

Once complete, click Next.

Third Step: Settings & Design

This tab allows you to setup your form. The default form you see includes all required fields that cannot be removed from your form. Customize your confirmation page by clicking the Confirmation tab and further customize your form by clicking on the Design tab > Advanced Theming.

Depending on the type of outreach you're doing, there are certain fields on your form that are required. To get a full list of required fields, click here.


Follow Up Request Settings

Follow up request settings can be found on the 'Confirmation' tab. Here you have the option to allow your supporters to share the action they just took. This is the content your supporters will see after they have completed the form.

Fourth Step: Automation

Here, you can  set up auto email notifications to yourself or the right people on your team to be notified as soon as someone submits a form.

You'll also be able to automatically send a follow-up email to people who have filled out your form. Emails should be set up prior to creating a form so you'll be able to select the proper email in the drop-down menu when setting up your form. 

Fifth Step: Landing Page 

Creating a landing page is optional
 
Before you begin creating your landing page, you must verify your landing page domain. To do so, go into Settings > Landing Page Domains.

Once you have your landing page domain verified, you can start spinning up a landing page by controlling the styling and content. 

Click on Enable Landing Page to create your landing page. You may disable the page at any time by clicking on "Disable Page."

Final Step: Finish

The last page gives you the opportunity to review all previous steps before publishing your effort.  You can copy the embed code into your website next to the header Embed Code.

If you created a landing page, you can view the landing page or copy the URL to share your page. 

You also have the opportunity to preview your form by clicking View Form.  All Crowdskout web forms are hosted, meaning you can even use the URL provided as your landing page rather than embedding your code. Your choice!  
Click "Publish" to publish your Advocacy effort, or click on "Save Draft" to save your effort as a draft. 

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