Petition Creator Tools

Once a user has created a petition, they'll gain access to a variety of tools aimed at helping them run effective campaigns. Unless your organization has pre-moderation enabled, campaign creators will be able to begin using the creator tools as soon as the petition is launched. The majority of these tools are included in the petition's manage page, which is the campaign hub for petition creators.

They can navigate to this page by clicking the down arrow next to their name, choosing "My Campaigns," and clicking the name of the campaign they want to manage. Additionally, from the petition's signature page they can click the manage button to be brought to this screen.

From this screen, they can share their petition on Facebook or Twitter. They can also share their petition via email.

Let's look at the options available from the right-hand navigation column.

Petition creators are able to contact their supporters – the people who have signed their petition – by clicking the "Email Supporters" button on this page. Depending on your organization's signature disclaimer, these supporters will include everyone who has signed the petition (if your organization does not include an opt-in for signers) or only the people who have opted-in. Petition creators are automatically limited to three emails per week and all emails must be approved by organization administrators before being sent to supporters. We'll cover email moderation later.

If the petition creator clicks to "Collect Signatures on Paper," they'll be able to download a pdf of the petition with empty rows for signatures. 

After they've collected these signatures they can add them to the petition by clicking "Enter Petition Signatures." 

After clicking the "Deliver Petition" button, creators can download a pdf of their petition, which includes the who and what fields of the petition, as well as the full name and post code of signers. (It is possible for admins to generate pdfs with additional fields, but we'll cover that when we look at petitions' admin views.) Depending on the settings your organization has chosen, petition creators may also be able to download a CSV of petition signers. This CSV will not include the who or what sections of the petition text, but will have the full name, phone number, and post code of signers, as well as their reason for signing (which we'll look at later).

The next option in the column, "Edit Petition", allows campaign creators to edit their petition's text, if needed. This view includes the text boxes that were part of the initial, petition creation template; however, this view also has new fields, allowing creators to share their plans for delivering their petition and link to their campaign's Facebook page and/or external campaign site. 

If they choose to include links, they will appear beneath the petition's image on the signing page.

Edits to a petition are made live automatically. However, for petitions that have more than 100 signatures at the time of editing, the petition creator will be asked to explain why they are editing the text of the petition and the petition will return to the moderation queue. Organization administrators are then able to see all of the changes that the petition creator has made and can choose to approve or deny the changes. We'll cover this workflow shortly, but keep in mind that unless the edits are rejected, the changes will be made visible to all site visitors.

"Set Short URL" allows petition creators to set an alternate web address for their petition. By default, the URL for petitions includes the full title of the petition. However, a shorter URL can be useful if the petition creator is including the URL of the petition in written materials. Keep in mind that this will not change the default URL of the petition, the short URL will merely redirect to the original URL.

The "Campaign Admins" button allows petition creators to invite other users to help run their campaign. These users are given access to all of the petition creator tools.

The option to "Embed a Petition" is currently only available to organization administrators, not petition creators, though that will change in the future. By clicking this link you can generate an iframe code that allows the petition signature form to be embedded into an external site. Signatures that are generated through this form are added to the petition's signature total and signers are redirected to the CSL instance after adding their signature. This feature is beyond the scope of our basic tutorial, but we have documentation on this feature included in this help center.

Petition creators can also click to hide their petition from public view. When hidden, the petition will only be visible to the petition creator and organization admins. If the petition creator changes his/her mind, s/he can click to reactivate the petition at any time.

When petition creators believe that their campaign is over, they can click to "End Campaign." They are then prompted to explain whether the campaign was won or lost and what happened that led to them ending their campaign. Ended petitions can still collect signatures, though they are marked as ended. We'll cover ended petitions when we look at moderation.

The "Supporters Can Contact Me" check box toggles whether petition visitors can email the campaign creator using the envelope next to the petition creator's name on the petition signature page.


On the petition's signature page, there is an additional campaign creator tool. To navigate from the petition's manage page to its signature page, click "View" at the top of the page.

At the bottom of each petition's signature page, there is a timeline of updates.

This timeline is automatically updated as the petition reaches new signature targets (10 signatures, 25 signatures, etc.). Petition creators can also add updates to the timeline to keep their supporters informed of the progress of their campaign. In this area they can also embed various types of media, like images, pdfs, and videos.

Now that we've covered the petition creator's tools, let's look at new petition moderation.



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