A petition's Admin Settings page is accessible by going to the petition, clicking "admin" and choosing the Settings tab.
This tutorial will cover each setting, but you can also skip ahead to a specific setting using the following navigation links.
Decision Maker Communications
The settings in this section deal with the petition's signature page and how it appears to visitors.
The "Redirect Petition to URL" box allows you to send people who attempt to view the petition's signature page to another URL. This setting may be useful if a campaign has ended and you want visitors to see a blog post about the campaign, instead of the old petition page. This is not the same as the after signature redirect option because visitors will not be able to view the signature page or add their name to the petition.
If you accidentally redirect the page to another site and need to stop the redirect, just add /org/ between your organization's site and "petitions". For example: https://demo.controlshiftlabs.com/org/petitions/release-pro-democracy-youth-activists-in-azerbaijan. This will take you directly to the petition's admin page, bypassing the petition signature page and the redirect loop.
The "Image Description" allows you to provide a description of the image that is displayed on the petition page. This caption is shown when a user hovers on the image and is alternate text for screen readers.
The "Hide Petition Creator" option allows you to hide the petition creator's name from the petition signature page. The creator will still be able to run and administer their campaign, even if their name is hidden on the petition page.
The "Hide Creator Profile Image" option allows you to hide the user's profile image.
The "Petition Creator Name Override" allows you to override the petition creator's name, as it's displayed on the petition signature page. This may be useful if one account is being used to administer petitions on multiple people's behalf. To override the name, just enter the name you'd like use on the petition signature page.
The settings in this sub-section deal with the petition's signature count – adding or changing the number of signatures, setting signature goals, and displaying progress.
By default, the progress bar (or signature thermometer) is shown on all petitions with more than 5 signatures. If you don't want the progress bar to be displayed, uncheck the "Show progress bar" checkbox.
If you'd like to add an arbitrary number of signatures to the petition's signature counter, you can do so by entering the number into the "Signatures to add to petition" box. Use positive integers to add signatures and negative integers if you need to subtract signatures.
The "Custom Goal of Petition Signatures" allows org admins to set a specific signature goal for the petition. By default, the signature goals displayed in the petition's progress area are automatically generated and automatically increase as previous goals are met. When a petition is first created we give it a goal of 100 signatures. Once the petition reaches 100 signatures, we increase the goal to 200 signatures. At 200 signatures, the goal is updated to 300 signatures, etc. If you have a set signature target in mind you can enter it into this box and the goal will automatically be updated. Note: If the petition reaches your custom signature goal, we'll automatically return to the automatic goal setting. For example, if you set the custom signature goal to 250 signatures, once the petition reaches 250 signatures, we'll automatically update the goal to 300 signatures.
Checking the "Show message about unverified offline signatures" checkbox will add an asterisk to the signature count denoting that some of the petition's signatures are unverified.
If the petition creator is running an identical campaign on Change.org, admins can enter the petition's URL into the "Change.org Petition URL" box. With this information, the signature count on the petition's signature page will be updated every 20 minutes to reflect the additional signatures that are being added to the Change.org petition. Keep in mind that this will not pull the signer data from Change.org, it will merely update the signature count.
The settings in this section deal with the petition's signature form.
If you want to prevent visitors from signing a petition, you can click to hide the petition's signature form. Instead of seeing the petition signature form, visitors will be shown a message that says the petition has been closed.
Custom fields allow you to ask signers for information that is specific to a single petition. For example, if you're running a campaign targeting a local employer, you could add a check box asking the signer if they're an employee of the company. Alternatively, if you're running a campaign targeting a school district you could include a text field that asks which school within the district the signer is associated with or their role within the school district (parent, teacher, etc.). Learn more about custom fields.
The settings in this section determine what happens when someone signs a campaign.
The email that's sent when someone signs a petition is made up of two messages – the 'thank you for signing' email and the 'forward to friends' email. If you'd like to override the global template for the first portion of this email – the 'thank you for signing' message – check the "Override default thank you for signing email content" box and enter the text you'd like to use.
Org admins can also set the post-signing experience for specific petitions. To see the available options, check the "Override default post-signing settings" box.
For most of our organizations, the default post-signing experience is to display the social share popup. However, this experience can be overridden at the petition level.
If you choose the "nothing" option, signing the petition will be the only action that supporters take.
If you choose to "redirect," signers will be brought to your chosen URL immediately after signing the petition.
If you choose the "social sharing" option, the social share popup will appear after a supporter signs a petition. This is the default action for most organizations.
With "share, then donate," after signing the petition, the social share popup option will appear, followed by the TakeCharge donation ask.
If you choose "share, then welcome," after signing, supporters will be shown the social share popup, followed by the welcome modal. (You can learn more about the welcome modal here.)
You can also choose "share, then redirect." With this option, signers will be shown the social share popup before being redirected to your chosen URL.
If you choose to "share, event, donate," we'll show the social share popup, followed by an event invitation (if the petition has a related event that has been moderated to good or above) and then show the donate modal.
Finally, you can choose "share, then local group," which will show the social share popup followed by a group invitation (if the petition is associated with a local group).
You can also choose to designate different post-signature actions for returning and new signers.
This video will show the different post signature options available (note: the share, event, donate option is not shown):
Decision Maker Communication
These settings will only be displayed once a decision maker has been added to the petition. Because the decision makers feature is complex, please see https://controlshiftlabs.zendesk.com/hc/en-us/articles/220806047-Engage-Decision-Makers for more information.
These settings determine what petition data admins have access to.
For most of our organizations, petition creators are able to download both PDFs of their petition and CSVs of signers. If you don't want the petition creator to be able to download the CSV, uncheck the "Campaign creator/admins can download signatures" box. Note: if the petition is part of a partnership and the corresponding "Users can download petition signers" box is unchecked in the partnership's settings page, petition creators will not be able to download signers even if the petition's box is checked.
These settings control campaign-related events.
The "Allow campaigner to create associated events" setting allows you to force the events toolset on or off. By default, the events toolset is set to automatic, which means that it will automatically become available when the petition reaches 100 signatures and is moderated to good or above. Learn more about petition events.
These settings determine what content is visible when the petition is shared on social media. We pull share information from the petition automatically, therefore these fields are optional.
The "Social Share Image" will be used when the petition is shared on social media. If no image is uploaded here, we'll use the image shown on the petition's signature page. If the petition doesn't have an associated image, we'll use our default "we're almost there!" image.
The "Facebook Share Title" will be the first line in the Facebook share card. If it is not set, we'll use the petition's title.
The "Facebook Share Description" is shown between the Facebook share title and the site's URL. If it is not set, we'll use the petition's why text.
The "Twitter Share Message" is a pre-filled message that your supporters can use when tweeting a link to the petition. This message will always be editable by users and will appear above the Twitter card. If this is not set, we'll use your global default Twitter share message. When updating this message, you should not include a link to the petition. We'll automatically append the link to all tweets.
The "Twitter Share Title" is the first line in the Twitter share card and will appear below the share image. If it is not set, we'll use the petition's title.
The "Twitter Share Description" is shown between the Twitter share title and the site's URL. If it is not set, we'll use the petition's why text.
Ended And Won
These settings are used when a campaign is ended – whether it's won or lost.
If the petition has achieved its goal, you can mark the petition as a success. When you check the "Mark Petition as Successful" box a text box will appear allowing you to add a petition success story. This success story will be added to the top of the petition's signature page. Additionally, a timeline update will be added stating the number of signatures the petition had when it was marked as a success. Finally, the petition will be given a success banner above the signature form. If a user clicks on the banner, they'll see a list of all of the successful petitions on the site.
If the petition is part of an effort or landing page, it can be ranked by its signature count and included in a leaderboard. The leaderboard embed code is accessible from the effort or landing page's "Ranked" page. If you don't want to include a petition in leaderboard, click to "Suppress petition from effort leaderboard."
In addition to marking a petition as successful, you can also "mark a petition as ended". When clicked, you'll be able to choose whether the petition was a success or not and enter private and public reasons for why the petition is being ended. The private reason for ending the petition can be used for communicating the reason for ending a petition with fellow admins. The public reason for ending, also known as the ended story, is displayed at the top of the petition signature page. You can use this space to provide site visitors with information about the campaign's status, reasons for winning or ending the campaign, and next steps for the issue. Note: marking a petition as ended with the "We won" reason, will only display the ended story. To trigger the success banner and timeline update, you must mark the petition as successful.
[If you're following the New CSL Admin tutorial, we've finished with individual petitions. Next we'll look at Partnerships]