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.
At the top of this page, you can see information about the petition creator, and you can view their full account details by clicking their name or clicking edit user. To send an email to the petition creator, click their email address. If you want to make a note on the petition — maybe you contacted the creator to give advice and want other admins to know — you can add the note here. This note is visible to all other org admins.
Next to the petition creator's information you can see the current status of the petition – either Active, Ended, Successful, or Hidden – and its current moderation status.
Below these statuses, you can click to create a "Custom Petition Delivery PDF." A custom PDF allows organization admins to generate a PDF of the petition that includes more or different signature fields. By default, the PDF that is generated from the petition's manage 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. Then, click to render.
If you want to delete the petition, click the "Delete Petition" button. This cannot be undone and it may be better to use moderation statuses to hide petitions.
The Information section contains various bits of information about the petition, including when it was created, when it was moderated, and the number of times the petition has been viewed. At the bottom of this section, you can see whether the petition is associated with any partnerships, efforts, landing pages, or local groups.
The settings tab contains the petition's admin settings. Learn more. If you're following the new ControlShift admin tutorial, we'll look at admin settings soon.
The signatures tab includes all information about the signatures added to the petition. At the top of the page you can click a button to "Download Signatures." This will generate a CSV of signature data. The CSV from this page is more extensive than the CSV that's generated from the petition's manage -> deliver petition page.
On the right, you can search for a signature by email.
The Statistics bar shows source and bucket information. Click the bar to expand the statistics.
Sources and buckets explain where the signatures that have been added to the petition came from. As a CSL organization administrator, you'll probably be using sources and / or buckets often. You can learn more or we'll look at this section in depth in the next tutorial.
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 search 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 all 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: deleting a signature from this page or clicking to unsubscribe a user from this page will not completely delete them from your CSL site and it 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.
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. 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 comments 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, which will make it the first comment.
This tab is only displayed if the petition creator has been contacted by site visitors.
The contact messages tab shows all messages that have been sent to the petition creator by site visitors that have clicked the envelope button next to his / her name. By clicking the linked Subject, you can view the message.
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. In the next section, you can 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 activities that have been taken on 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.
[Next in the CSL Admins tutorial we'll look quickly at signature buckets / sources, before returning a the petition's admin settings.]