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Moderation Workflow for New Petitions

You can also skip to the moderation status descriptions.


After a petition is created, a notification is sent to your organization's admin email account asking an admin to moderate the petition. You can also check the petition moderation queue for new petitions by going to "moderation" from the admin homepage. This queue lists all of the petitions that are in need of moderation, including new, edited, and ended petitions.

 

In this article we'll look at moderating new petitions. These petitions have the status "unreviewed." To moderate a petition, click on the petition's title. You'll then be brought to a page detailing the information included in the petition.

You can edit the text included in specific fields by clicking the pencil icon next to the field you want to edit.

Once you've finished making changes, click the check mark to save your edits. If you decide that you don't want to save your changes, click the x mark.

You can remove category selections by clicking the x button next to the category name. If you want to remove all of the category selections, click "clear all." To add a new category, click the pencil icon.

If you'd like to change the petition's image, you can do so by clicking to upload a new file. 

You can also choose to lock specific fields by clicking the lock icon next to them. When fields are locked, the petition creator will be unable to edit them.

If you'd prefer to preview the petition by looking at its signature page, you can view an iframe of the page at the bottom of the moderation screen. You can also go to the petition's signature page by clicking the "view" button in the top right of the moderation screen. (It is possible to moderate the petition from its signature page).

When you've finished reading and editing the petition, return to the top of the page and click the appropriate status button. As you hover over the different statuses, a pop-up box will appear to remind you how that status affects the petition's visibility.

There are nine moderation statuses for petitions: unreviewed, edited, reactivated spam, inappropriate, suppressed, approved, good, awesome, and ended. Petitions cannot be manually set to edited, ended, or reactivated — these statuses are given automatically by the system. 

Petitions that have not been moderated by admins are marked as unreviewed. These petitions are visible, but will not show up in public search results or in the site directory.

Petitions marked as inappropriate are only visible to admins and the petition creator. Even if they have a direct URL to the petition, site visitors will be unable to see it. Inappropriate petitions are not included in the site directory nor do they appear in search results. When you click to mark a petition as inappropriate, a text box will appear asking you why the petition is inappropriate. This reason is then sent to the petition creator in an email notifying them that their petition has been found inappropriate, providing the reason, and directing them to the petition's manage page so that they can edit it. The petition creator will then have the option of editing the petition to make it compliant with the organization's guidelines. If you do not want the petition creator to be notified that their petition has been found inappropriate, click the "Skip notification email" check box.

Like inappropriate petitions, spam petitions are not visible to site visitors, even with a direct link. However, we ask that org admins only use the spam setting for petitions that are actually spam — for example, if they are aimed at selling cheap prescription drugs. Because we use an automatic spam filter, misuse of the spam button will make this automatic filter less reliable. Unlike inappropriate petitions, after a user has three petitions marked as spam, his/her account will be disabled. (For those following the New ControlShift Admin tutorial, we'll cover Spam petitions shortly. For all others, see the article "Spam" for more information.)

Petitions marked as suppressed are visible with a direct link to the petition, but are not shown in the site directory nor are they included in search results. While the petition is visible to those with the link, the petition creator is not able to contact signers. Additionally, the sharing tools included on the petition's signature page are disabled for petition signers and the petition creator. This setting is often used by organizations when the petition does not technically violate community guidelines, but advocates for a position that the organization does not want to actively support.

Approved petitions are visible with a direct link, but are not included in the site directory and do not show up as a search result. These petitions have sharing tools enabled.

Petitions marked as good are visible and are included in both search results and the site directory. 

Awesome petitions are visible, appear in search results and the site directory. Previously, awesome petitions were also included on the homepage. However, homepage petitions are now controlled by the promoted petitions page: https://controlshiftlabs.zendesk.com/hc/en-us/articles/115002819528.

If, after initial moderation, a petition is edited by the user, the petition will go back into the moderation queue with an edited status. As with a newly created petition, admins will be notified that the petition needs additional moderation. (To see more detail about the workflow for edited petitions, please see "Moderation Workflow for Edited Petitions" in the help center.)

 

[For those following the tutorial for new CSL admins, we'll look at moderation of edited petitions next.]

 

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