For organization administrators, the admin view of a petition contains useful information.
This article will cover each tab included on this admin page, but you can also skip ahead using the following navigation links.
This tab includes basic information about the petition. Starting at the top of this page, you can see:
- Petition creator and campaign admin information: The first section of this page deals with information about the petition creator and other campaign admins.
- To view a user's full profile, click their name.
- To send an email to the user, click their email address.
- To change the campaign admin, click Switch User. (This will remove the current petition creator's access and update the petition creator information shown on the petition page.)
- To add an additional admin (who will have access to all of the petition creator tools), click Manage Additional Campaign Admins.
-Region: This section shows the region that the petition has been assigned to (either manually by an admin or automatically based on a petition's location). If the petition has not been assigned to a region, you can click the Assign button choose a region. If the petition is already assigned to a region, click the Change button to switch the region.
- Signature Graph: The next section includes a signature graph where you can see when and how many signatures have been added to the campaign.
-Decision Maker: Next you'll see decision maker information. If the petition doesn't have a decision maker, click Add Decision Maker to add one. If a decision maker has already been added to the petition, you'll see their information here. You can associate a different decision maker with the petition by clicking Switch Decision Maker. You can learn more about decision makers here: https://controlshiftlabs.zendesk.com/hc/en-us/articles/220806047.
-Notes: In this section you can make a note on the petition — maybe you contacted the creator to give advice and want other admins to know. If so, you can add that type of information here. This note is visible to all other org admins. (N.B. You can also include hashtags in this notes section. Searching for a hashtag in the admin tools will return any petitions who have that hashtag in their notes section.)
- Campaign Status: This section of the page details the campaign's status – whether it's active, whether it's visible, its moderation status, etc. In this section, you can also see if the petition is being currently being promoted on the homepage or via daisy chains. To promote the petition on daisy chains, move the toggle to Yes. To add the campaign to the homepage, click the + button.
After promoting a petition on the homepage, you'll be redirected to the Promoted tab of the settings page where you change the order of the promoted petitions.\
-Associations: This section details the campaign's associations. A campaign's associations include related events, partnerships, local groups, or Landing Pages/Efforts. To add the petition to a partnership, Landing Page, etc., click the + button and complete the URL.
- Tech Bits: This section contains various pieces of information about the petition, including when it was created, its source code, and the IP address it was created from.
-Delete: If you want to delete the petition, click the Delete Petition button. Please note that this cannot be undone. You may wish to use moderation statuses instead.
The settings tab contains the petition's admin settings. Because of the number of settings contained in this tab, information about individual settings is detailed here: https://controlshiftlabs.zendesk.com/hc/en-us/articles/204911197. (If you're following the new ControlShift admin tutorial, we'll look at admin settings soon.)
The signatures tab includes information about the signatures that have been added to the petition. At the top of the page you can click a button to Download Signatures. This will generate a CSV of signatures that includes all the information we have about each signature, including things like IP address, browser agent, source tracking, and reason for signing. Note that the CSV from this page is more extensive than the CSV that's generated from the petition's Manage > Deliver Petition page.
The Custom Petition Delivery PDF button allows you to generate a custom pdf that includes more or different fields than the pdf that's generated from the Manage > Deliver Petition page.
By default, the pdf that is generated from the petition's Manage > Deliver Petition page includes the signers' full names and their post codes. However, if you also want to include their email, phone number, reason for signing, or custom field responses, you can do that from here. The names of possible fields are included in the instructions for this page. Just add them to the first text box (comma separated) and then add labels for these columns in the same order. After clicking to Render, you'll receive a pdf that you can send to the petition creator directly.
On the right, you can search for an individual signature by entering an email address and clicking Look Up.
The Statistics bar shows source and bucket information. Click the bar to expand the statistics.
Sources and buckets explain where petition signatures have come from. As a CSL organization administrator, you'll probably be using sources and/or buckets often. You can learn more (or, if you're following the new ControlShift admin tutorial, we'll look at this section later).
Below the Statistics bar is a list of all the signatures that were added to the petition. If you're looking for quick information about a specific signature, using the Look Up box and/or the list included here may be quicker than downloading the CSV. Clicking the signature ID will bring you to a page that details some of the information associated with a signature. Clicking the linked email will bring you to the member's user profile, which includes all of their activity on the platform. From this area you can also Delete a signature or manually Unsubscribe a user.
Note: Each petition has its own discrete mailing list. Therefore, deleting a signature or unsubscribing a user from the petition's signature tab will not completely delete them from your CSL site and will not remove them from all mailing lists (unless they've only signed one petition on the site).
This tab is only displayed if the petition has been flagged by a user.
If a site visitor thinks that a petition is inappropriate or violates community guidelines, they can flag it for review. (This is found on the left side of the petition signature page, beneath the social sharing buttons.) When a petition is flagged, the user's flag will be added to this tab. We include the flagger's reason for finding the petition inappropriate, their email, the date of the flag, and the IP address that it came from.
Letters to Decision Maker
This tab is only displayed if the petition is set up to collect messages from signers to the decision maker.
When signers submit messages to decision makers, the messages will be included in this view. From here you can see the messages that were sent and any messages that were rejected by our spam/obscenity filter.
If you click the subject line, the row will expand and the message will be displayed.
From the Automatically rejected tab, you can view the messages that were rejected. If you'd like to send the message anyway, click the Approve button and the message will be forwarded to the decision maker.
This tab is only displayed if signers have left a reason for signing.
The comments tab includes all of the comments — that is, the reasons for signing — that signers have added to the petition. These reasons for signing are displayed on the petition page, below the petition content and above the timeline section. Comments are automatically made visible to site visitors — they don't need to be approved by org admins first. Visitors can then link to the comment, heart it, or flag it.
Flagged comments are automatically removed from the site, but can be added back if they are approved by an admin. If an admin agrees with the flag, s/he can click to delete the comment.
Comments are displayed in a way that gives preference to newer comments and those that have been hearted the most. However, if an admin wants to pin one comment to the top of this section — maybe it's a comment that really captures the debate — s/he can choose to feature the comment.
This tab is only displayed if the petition creator has been contacted by site visitors or by the decision maker.
The contact messages tab shows all messages that have been sent to the petition creator by site visitors or by decision makers. Decision makers are asked for their response whenever they are emailed an update about the petition. If they respond to the campaign, the message is sent to the petition creator and org admins, and a copy of the decision maker's message is included in this tab.
Regular site visitors can contact the petition creator by clicking the petition's creator information block. From here, they can enter their message, which is sent directly to the petition creator.
To view the messages, go to that tab and click the message's subject line.
This tab is only displayed if the petition has garnered donations.
The donations tab includes information about the donations made through TakeCharge via the post-signing settings.
The statistics section gives you information about the total number of donations, total amount of donations, and the average donation amount. The list below the statistics section allows you to see each individual donation.
This tab is only displayed if blast emails have been sent to petition signers.
The blast emails tab shows a list of all the emails that have been sent to petition signers. Clicking the subject line will allow you to view the email that was sent to signers. You'll be able to see the number of people who received the email and any unsubscribe information.
The history tab allows admins to review the updates made to a petition. This includes when the petition was launched or edited, and when and by whom it was moderated. Any additions to petition text will be highlighted in green and underlined, while deleted text will be highlighted in red and struckthrough. This section may be useful if a signer claims that the petition has been changed since s/he signed it.
This tab will only be displayed if the petition has associated events.
This tab displays information about the events associated with the campaign, including the name of the event, the date, the number of attendees, and the location. If you want to end the association between the event and the petition, click the Detach From Petition button. The event will still exist, but it won't be connected with the petition.
[Next in the CSL Admins tutorial we'll look quickly at signature buckets / sources, before returning to the petition's admin settings.]