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Once you've added default petition content for your effort, you'll be directed to the effort's admin page and its Manage tab. We'll look at the Manage tab soon, but first let's look at adding decision makers (targets).
Generally, the purpose of an effort is to provide pressure on many diverse targets in hopes of achieving a single campaign goal. So while the effort's ask is normally the same for all petitions in the effort, each petition targets a different decision maker.
Decision makers can be added to the effort in two ways: they can be pre-chosen by administrators or they can be added by members.
Adding pre-chosen decision makers
Usually before creating an effort the organization will already have some or all decision makers in mind. If your organization already has a list of decision makers, you can begin adding them from the effort's Decision Makers tab. First click to "Add Decision Maker."
From here you have three options: adding an existing decision maker, creating a new decision maker, or adding a decision maker collection. Whenever you add new decision makers, you'll be asked if you want to pre-create a petition for the decision maker or if you want to leave them as a potential target.
- If you choose to pre-create the petition, you can begin collecting signatures on the petition while you work on recruiting a local leader.
- If you choose to leave the decision maker as a target, members will not be able to sign their local petition until a member agrees to be a local leader and create the petition.
If you want to add an existing decision maker, enter the decision maker's name, location, title, or email address into the search box on this page. Click search and we'll show you any matching decision makers. Click "Add Decision Maker" to add him/her to the effort. Then you'll need to decide if you want to pre-create the petition.
If there are no matches among existing decision makers, you'll be asked to create a new one.
If you need to add a new target, click the "Create a New Decision Maker" button. We'll ask for some basic information about the decision maker, including the name, title, phone number, email, and location.
By default, decision makers added by admins are visible to members. Unchecking the "Allow members of the public to find this decision maker in search" box will prevent members from finding this target when searching for their local decision maker.
Once you've added the new decision maker, you'll be asked if you want to pre-create a petition for this decision maker.
If you're planning to run an effort with a lot of decision makers, and if you have those decision makers in a CSV, we can add a bulk decision maker collection for you. Decision maker collections are pre-set lists of decision makers that can be used across multiple efforts. These collections could be all U.S. Senators, all Members of Parliament, or all local franchises of a national company. Once a collection is added to your site, it will appear in the decision maker collection dropdown.
Choosing a decision maker collection will add all of the decision makers included in that collection to the effort. You'll then need to decide if you want to pre-create petitions for all of the decision makers.
You can learn more about decision maker collections here. To add a decision maker collection to your site, send us an email to email@example.com. We'll need a CSV that includes, at the least, decision makers' names and locations.
If, at any time, you need to add a new decision maker to an effort, you can return to the Decision Makers tab and click to either "Add Decision Maker" or "Add Decision Makers" depending on if you want to add a single decision maker or a decision maker collection.
Allowing members to add decision makers
For some efforts, you may have a list of targets in mind but also want to allow members to add their own targets. If that's the case, you'll first need to check the "Allow members to enter their own decision makers for petitions" option in the effort's setting page (admin home page -> Efforts –> name of the effort -> Settings). When you check that option, you'll be able to choose what information you want to collect about the new decision makers.
Once the add decision maker's option is chosen, members will be able to add new decision makers from the effort's landing page.
For members, the workflow will look like this:
- A member will be directed to the effort's landing page (e.g. https://demo.controlshiftlabs.com/efforts/ban-fracking/near/new) where they'll search for their location.
- The search results will either show them a nearby campaign or will inform them that there are no campaigns in the area. Either way, they'll have the option of starting their own campaign.
- The member will be asked to enter information about the decision maker.
- Depending on if the effort allows campaign leaders to edit the petition's default content, the member will be asked to review the petition content.
- Once they've finalized the content, the petition will be launched and the leader will have access to the campaign admin's toolset.
For admins, allowing members to add targets will create a few new workflows. First, admins will need to moderate the new petitions and publish the new decision makers. Second, org admins will need to review abandoned petitions as the campaign progresses.
Moderating petitions in an effort is generally the same as moderating other petitions. However, with petitions in an effort, it is important that you publish the newly created target if you want it to appear in search results.
By default, all targets added by members are marked as unpublished. This means that even if the petition's moderation status is set to good or above (which is required for it to appear in search results on the effort's landing page), the petition won't be in search results until the decision maker is published too. To publish a decision maker, just click the "Publish" button. Then continue moderating the petition normally.
The conversions tab allows you to track members' progress through the new decision maker process. While basic conversion information is available for all efforts, it will be most useful for efforts that allow members to add new decision makers.
For the example above, the effort is configured to "Pre-collect email address with target information" (from the effort's settings page) This means that users are asked to enter their email address on the same page that they enter information about the new decision maker.
- If they complete this new decision maker page, they'll be added to the top of the funnel – the "Email Captured" stage.
- If they review the default text and create a petition, they'll be added to the "Petition Created" stage.
- If they create the full account needed to be a campaign admin, they'll be added to the "User Attached" stage.
- If they complete the full workflow and fully launch the petition, they'll be added to the "Launched" stage.
The basic statistics on the page will provide an overview of where members are falling out of the funnel. More importantly, you can use the "Email Captures" information to contact the members who started petition creation, but abandoned the process before fully launching. You can then provide one-on-one support to help these members successfully complete the workflow.