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Tutorial on Partnerships

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ControlShift’s partnerships feature allows your organization to partner with like-minded groups on campaign efforts.

To create a new partnership, choose “partnerships” under “manage” in the administrative tools and click “new partnership.” The title and description are public facing and will appear on the partnership’s hub page, which displays all of the petitions that have been created under the partnership. At the bottom of this form, you can also upload a picture for the partnership, which is displayed on the hub page, as shown below.

The signature disclaimer box allows you to enter text that will be displayed on the signing page and which informs supporters that their email will be added to the partner organization’s email list. By default, all signatures added to a partner petition are automatically shared with the partner organization. If you’d prefer, you can choose “display opt-in,” which allows signers to choose whether they want to share their information with the partner organization. If you choose to display the opt-in, the user will have the option to uncheck the box and not share their information with the organization. The opt-in label text box allows your organization to customize the text that appears next to the opt-in box.

The pdf disclaimer is used when the petition creator collects signatures offline. If you do not enter a specific disclaimer for this partnership, we will use the default, global partner petition pdf disclaimer (set in Content --> Petitions -->Default PDF signature disclaimer for partnerships). This disclaimer will be included on the offline signature collection pdf.

With the partnerships feature, you can also designate a different email address that will be used when a partner admin drafts an email to all of their signers from the partner's manage page.

You can also decide whether or not to allow the partner organization to download signer information. By default, partner organization administrators can export the signers who have opted into their mailing list from their partner admin panel.

However, if you want to prevent the partner organization from downloading the list of signers, you can do so by unchecking the box labeled "Users can download petition signers."

Unchecking this setting will not only remove the "Export" button from the partner's administrative panel, but it will also prevent the partner petition creator from downloading a CSV of signers — their only option will be to download the printable pdf.

We've also implemented a feature for organizations that want their partners to be able to export signers, but who don't want to give away segments of their list when sending a blast email. With the new feature, there are two versions of the same petition, one which includes the checkbox to join the partner's mailing list and one which does not.

You can see this in action with the following two links. The first link (https://demo.controlshiftlabs.com/petitions/release-pro-democracy-youth-activists-in-azerbaijan) is the default URL for the petition, and includes the checkbox to join our test partner's mailing list.

 

The second link, (https://demo.controlshiftlabs.com/petitions/promoted/release-pro-democracy-youth-activists-in-azerbaijan) which could be used in a blast email or a twitter message, etc., removes the opt-in box  keeping your list in your hands. To direct signers to a page without an opt-in box, just add "promoted/" to the petition's URL between "petitions/" and the petition slug (in this case, "release-pro-democracy-youth-activists-in-azerbaijan").

 

 

If your organization wants to limit the petitions created under a partnership, you can also remove the "new campaign" button from the partnership's hub page. Keep in mind that while the "new campaign" button is included on the partnership's hub page, anyone – not just partner and CSL org admins – can create a petition under the partnership.

 

To remove the button, go to the partnership, click to edit its settings, and check the box labeled "hide start new petition button." It will still be possible for people with a direct URL (which is the URL of the partnership's hub page /petitions/new) to start a petition under that partnership.

By checking the box labeled "Display image on petitions," which is also found in the partnership's settings page, the image chosen for the partnership's hub page will also appear on each petition included in the partnership.

 

If a user clicks on the second picture, they'll be automatically redirected to the partnership's hub page and will see a list of all of the petitions included under that partnership. 

After saving this information, you will be brought to the partnership’s administrative page. This page is also accessible by choosing “partnerships” from the administrative tools and clicking the name of the partnership.

From here, you can click to view the partnership’s hub page, edit the partnership’s settings and content, or move existing petitions into the partnership.

Additionally, from this administrative page you can invite additional people who will have administrative privileges over the partnership. Administrators who are not members of your organization, but are part of the partner organization, will only have privileges over the petitions that are included in the partnership. As such, they have a different administrative page. From the partner organization’s administrative page, these administrators can view all of the petitions that have been created under the partnership, create blast emails, export signer information, and view signature and petition counts. To preview the partner organization’s administrative page, choose “manage” to the right of the partnership’s name.

Partner admins are also able to view the "manage" page of individual petitions included under their partnership. This means that they are able to send email updates to the signers of a specific petition or download the petition pdf for one petition. However, all emails – including those drafted from the partner organization's admin page and from the petition's manage page – need to be approved by admins from your organization.

By choosing “view” from either your organization’s or the partner organization’s administrative page, the user will be directed to the partnership’s hub page.

If the "new campaign" button is enabled, then from the hub page, anyone – administrators from both organizations and the public – can create a new campaign that will be included in the partnership. However, in order for a petition to appear on the hub page, organization administrators must mark the petition as good or above.

Partner and org admins can also create a new partnership-associated petition using the new campaign button in the partner admin's manage page and/or the partnership's admin page.

If a petition was created under a partnership and you don't want it to be included in the partnership, it is possible to remove it. To do so, go to the petition's admin page. The petition's partnership relationship (as well as its inclusion in a landing page or effort) is included in the Associations section of the Details tab. 

Click the x button next to the partnership name to remove it from the partnership.

You can add an existing petition to a partnership from the petition's admin page or the partnership's admin page.

From the petition's admin page, go to the Associations section of the Details tab. Here, click the + sign in the Partnership box to add the petition to a partnership. This will open a modal asking you to complete the URL of the partnership's hub page.

Alternatively, from the partnership's admin page, click the Petitions button. On this page, there's a list of all the petitions included in the partnership. Click "Move Petition into Partnership," and complete the URL of the petition.

 Campaign creators who are running a petition that's part of a partnership are still able to collect signature offline. When generating the offline signature pdf, we automatically include a partner petition disclaimer that informs offline signers that their information will be used by the partner admin. When offline signatures are entered through this modal, the signatures will be automatically added to the partner's mailing list and will be included in the signer export.

[If you're following the New CSL Admin tutorial, we're going to look at efforts next. 

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