You can send this tutorial to the staff of partner organizations.
Looking for something specific? Skip ahead:
The ControlShift platform was built on the idea that people should drive movements, even when they happen online. As a partner admin, you'll have access to your own admin dashboard, and you'll be able to send your supporters to a branded hub page from which they can start and view campaigns.
Once the ControlShift-using organization has created your partnership, ask an org admin (that is, someone at the ControlShift-using organization) to add you as a partner admin. Once added, you'll receive an email invitation. Follow the link included in the email to accept the invitation and create an account.
Partner Admin Dashboard
Once you've created an account, you'll be able to access your partner admin dashboard by clicking the down arrow next to your name, and choosing My Partnerships. If you're the admin of one partnership, you'll be automatically directed to your partnership's admin dashboard. If you're the admin of multiple partnerships, click the name of the partnership you want to manage and you'll be brought to the admin dashboard.
From this view, you can see the total number of petitions and events that have been created in the partnership and the total number of people who have been added to your mailing list (either automatically or via a positive opt-in). The public URL is the address for your partnership's hub page. We'll look at that page shortly.
On the left side of the partner admin dashboard is the main partner toolbar. If you click on the All Petitions link, you'll see a list of all of the petitions that are included in your partnership and some basic information about each petition.
- Clicking the title of the petition will bring you to the petition's signature page. From the petition's signature page, you can view the petition's text and access the petition creator tools. Next to the wrench icon, you can see the petition's creation date. If you look at the first petition in the image above, you'll see two icons – a flag and a struckthrough eye. These icons are shorthand for petition status. The flag with the number next to it denotes that the petition was flagged as inappropriate that number of times. The struckthrough eye means that the petition has been hidden from public view, either by the petition creator or by an admin.
- The Signatures column shows the total number of signatures the petition has received. Note that depending on how your partnership is set up, all of these signers may be added to your mailing list or only the portion of those signers that have specifically opted into your list.
- The Page Views columns shows the number of times the petition has been viewed, and the number of signatures divided by the number of views equals the Sign Rate.
- The next column, Created By, gives you some information about the petition creator, including their name, email, and phone number (if provided).
Finally, the Admin Status column shows you the petition's current moderation status. The petition's moderation status determines its visibility, so if the moderation status is not correct, you should contact an org admin at the ControlShift-using organization. Here's a quick summary of moderation statuses.
|Unreviewed||Generally, these are newly created petitions that haven't yet been reviewed by admins. These petitions are visible to partner/org admins, the petition creator, and anyone who has the direct link to the petition (usually via email or social sharing).|
|Spam||Only visible to partner/org admins and the petition creator.|
|Inappropriate||Only visible to partner/org admins and the petition creator. The petition creator is notified when their petition is marked as inappropriate and they have the option of editing it to bring it into community guidelines.|
|Suppressed||Visible to partner/org admins, the petition creator, and anyone who has the direct link to the petition. Note that with suppressed petitions, the social sharing options normally visible on the petition's signature page are hidden. Also, the petition creator will be unable to email his/her supporters.|
|Approved||Visible to partner/org admins, the petition creator, and anyone who has a direct link to the petition.|
Visible to partner/org admins, the petition creator, and anyone who has a direct link to the petition. These petitions are also included in the site directory (the "more campaigns" link on the homepage) and are listed in search results.
Note: Any petitions that are moderated to a status lower than good will NOT appear on your partnership's hub page.
|Awesome||Visible to partner/org admins, the petition creator, and anyone who has a direct link to the petition. These petitions are also included in the site directory (the "more campaigns" link on the homepage) and are listed in search results.|
|Edited||These petitions have been edited since they were last moderated by admins. These petitions, with the proposed edits, are visible according to their previous moderations status, but the edits need to be approved by organization admins.|
|Ended||These petitions have been marked as ended. They're still visible according to their previous moderation status.|
Returning to the partner admin dashboard, the All Events page shows you all of the events that are associated with your partnership.
These events may include:
- petition/campaign events: these events are associated with petitions on the site. These events are generally created by petition creators, and signers are invited to attend. The event page will link to your partnership hub page and the petition signature page.
- calendar events: these events are associated with calendars. Calendars are collections of events – they can be days of action or they can be events on different days that share a common theme.
- standalone events: these events are not associated with petitions or calendars. To create one of these events, click the New Event button on this page.
The events list on this page contains information about the events. The Name column shows the name of the event. Clicking the link will bring you to the event page. If the event has any associations, like a calendar or a petition, the name will be included in the parentheses. The Attendees, Date, Location, and Created columns give you attendee counts, the dates and locations of the events and when they were created.
The Calendars page shows you a list of all of the calendars that are associated with your partnership.
Calendars allow your supporters to create connected events. You could use these tools to run a day of action – with many events happening on a single day – or to ask supporters to hold house parties, movie nights, etc. Supporters are sent to the calendar's hub page where they can search for their location to find nearby events and can choose to host their own.
To set up a calendar, click the New Calendar button. Clicking the Name of the calendar will bring you to the calendar's hub page. The Events and Attendees columns provide calendar stats. If you need to update the calendar's text or settings, click the Edit link. To add an event to the calendar, click Create Event.
Create Blast Emails
From the partner admin dash, clicking Create under Blast Emails allows you to send a blast email to anyone who has opted into your mailing list or been automatically added to it.
Emails sent from this screen will either be sent from "Your Name <CSL_Org's_Contact_Email@org.org> or a different name and email address, which can be specified in the partnership's settings.
After you've finished drafting your email, click to Send. Your email will need to be approved by org admins before being sent to your supporters.
Your other option on the partner admin dashboard is Export. After clicking the Export link, a CSV of petition signers and event attendees will be generated and will begin downloading. You can then upload the CSV into the mailer or CRM of your choice.
Partner Hub Page
Now let's look at the partner hub page. To navigate to the hub page, click the name of your partnership (next to the house icon in the top left corner of the admin dashboard). Then, either click the View button in the upper-right corner of this page or copy and paste the Public URL included in the center of this page.
This is the partnership hub page. This page will generally include your logo, a description of your organization and the work you're doing, a list of campaigns being run under the partnership, and by default, a New Campaign button.
In addition to showing the collection of campaigns your organization is helping to run, you can send your existing supporters to this page and allow them to start their own campaigns, which will be automatically associated with the partnership. Note that only petitions that have been moderated to "good" or "awesome" will appear in the list of campaigns on this page.
New Partner Petitions
When a user – whether an org/partner admin or a site visitor – clicks the New Campaign button on the partner hub page, they'll be brought to the create a petition page. However, unlike the create a petition page that's linked to from the buttons on the homepage or in the header, this page is specific to your partnership. In addition to a custom URL, this page will also include your partnership's name and the description included on the hub page.
Once the campaign is created, it will be associated with the partnership. It will not appear on your hub page until it has been moderated to good or above, and it can be removed from the partnership by org admins, if necessary. Alternatively, if a campaign is created using the normal petition creation page, instead of your partnership's petition creation page, org admins can move the petition into your partnership at any time.
If a site visitor clicks one of the petitions included on the hub page, they'll be brought to the petition's signature page.
While this petition page closely resembles a normal petition page, there are a few differences. First, your organization's name or logo will be displayed on the petition page next to the petition creator information. If a site visitor clicks on your organization's name or logo, they'll be brought to the partnership's hub page.
Additionally, depending on how the partnership is setup, the petitions may have an additional opt-in checkbox or a custom signature disclaimer below the sign button. These options are described in more detail below.
When a petition is included in a partnership, the signature form may be different than other petitions on the site. These changes are dependent upon your partnership's settings and may not be displayed for your organization.
With partnerships, org admins have the option of including an additional check box that allows users to opt-in or opt-out of your mailing list. This box can be pre-checked or not and can have any label. Users who check the box before signing the petition will be added to your organization's mailing list. Either in place of, or in addition to the checkbox, org admins can also specify a partnership-specific signature disclaimer. This disclaimer is normally used to inform signers that their information will be shared with another organization. We strongly recommend using either an opt-in or a partnership-specific disclaimer so that signers know how their contact information will be used.
Petition Creator Tools
As a partner organization administrator, you'll also have access to the petition creator's management tools for any petition included in your partnership. To access the petition creator tools, go to the petition's signature page.
At the top of the signature page is a black bar with various icons. This is the campaign hub for this specific petition. From this page, you can contact petition signers, collect signatures on paper, edit the petition, and prepare for petition delivery. For an in-depth look at all of the tools available to you, please see the Petition Management article in this help center (https://controlshiftlabs.zendesk.com/hc/en-us/articles/203644076-For-Petition-Creators-Petition-Management) or the related video tutorial (https://controlshiftlabs.zendesk.com/hc/en-us/articles/203884913--Video-Petition-Management).
If you have any questions about the ControlShift tools, contact the staff at your ControlShift-using organization or send us a support email to firstname.lastname@example.org.