In This Article:

    Overview of action types and the supporter experience

    In This Article:

      All about the Salsa action types

      Whether you're old or new to Salsa's advocacy package, it's not a bad idea to know what your supporters will be seeing when they take action on your advocacy pages. Below, you can jump to each action type to learn about the process behind each type, as well as view an example of your supporters' experience.

      Click below to jump to a specific action type:

      Petitions 
      Targeted Actions 
      Multi-Content Targeted Actions 
      Blind Targeted Actions

      Petitions ( Jump to the top)

      A supporter who signs a petition is adding their name - publicly, anonymously, or completely hidden depending on the options you choose - to a pledge or letter that your organization has drafted. It is a one step process which requires only the fields you have designated in the workflow. Your organization must determine what to do with the data/signatures of your supporters - they are not automatically printed, sent, or shared in any way. 
      Walk through setting up a Petition here.

      What your supporters see:

      Step 1 - Filling out petition information 

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      Step 2 - Successfully signed petition 

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      Targeted Actions ( Jump to the top)

      A supporter who completes a targeted action will be sending either a pre-formed or user-edited letter on a particular subject via email, webform data, or fax to a governmental or custom target. In the setup workflow, you will write the basic letter (which you can allow your supporters to edit), choose and filter your targets, and restrict your action to a particular subset of supporters.

      This type of action is a two-step process - supporters will first enter their zip code to determine 1) if their geographic area is restricted from taking action and 2) which targets they will be contacting. Then the letter content and the targets will be dynamically loaded, at which point the supporter will enter their information, make edits to the letter content (if available), and submit the action. 
      Walk through setting up a Targeted Action here.

      What your supporters see:

      Step 1 - Enter zip code information to pull up targets 

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      Step 2 - Review content and targets 

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      Step 3 - Fill out supporter information and submit 

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      Step 4 - Submission success AND/OR enter additionally requested information 

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      Multi-Content Targeted Actions ( Jump to the top)

      This type of action works exactly the same as a targeted action, but with the difference that supporters will encounter two or more different letters delivered to multiple sets of targets (instead of one letter to one set of targets). This type of action is sometimes referred to as a "Thank or Spank" campaign. For instance, in the action setup, you can create two different letter sets - one that thanks the recipients for their stance on an issue, the other that criticizes the recipients for their opposing stance - and then determine which sets of targets will receive which letter (e.g. Republicans/Democrats, House/Senate, or sponsors/non-sponsors of a bill).

      The supporter will still go through two steps - first entering their zip code to load the corresponding letter content and targets, then filling in their identifying information. Your supporters will have no control over which letters they do or do not send - it is dependent on the manual restrictions and built-in targeting logic (READ MORE) as determined in your action setup and target selection. 
      Walk through setting up a Multi-Content Targeted Action here.

      What your supporters see:

      Step 1 - Enter zip code information to pull up targets 

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      Step 2a - Review first set of content and targets 

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      Step 2b - Review second set of content and targets 

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      Step 3 - Fill out supporter information and submit 

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      Step 4 - Submission success AND/OR enter additionally requested information 

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      Blind Targeted Actions ( Jump to the top)

      Also referred to as a one-click or single-click action, this type of action is set up and works exactly the same as a targeted action. However, your supporters will not be required to first enter their zip codes to determine their targets; instead, the supporter will review the letter content and enter their information without knowing before submitting the form which targets will receive their letter.

      After submitting the form, Salsa uses the supporter's identifying information to route the letter content to the proper target, and the supporter is then directed to a follow-up screen that tells them which targets have received their letter. 
      Walk through setting up a Blind Targeted Action here.

      What your supporters see:

      Step 1 - Review content, fill out supporter information and submit 

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      What your supporters see:

      Step 1 - Fill out supporter information and Submit

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      Step 2 - Confirmation of Message Sent
      step_2_blind_targeted.png

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      Comments

      9 comments
      • Is there a way to receive copies of each action letter via email?

      • Not natively. You can download the letters from your reporting page - read more here.

        Alternatively (but a little sloppily), you could add yourself as a custom target so that you receive the same message. This would not be as guaranteed as the above letter download option.

      • In testing the page, I keep getting an error message after I enter my zip code that says, "there was an error retrieving the style."

        What does this mean and how do I fix it?

      • In a standard petition I need to have the person's title (this is for clergy only so we need to have "Rev" etc.  and also their congregation.  Those fields are listed in the form I have set up, and when someone fills out the petition they are there, but when I go to the report I do not see them.  How do I make sure the report accurately represents the fields I have entered?

      • I'm having trouble getting/exporting data on the specific supporters who responded to an action. I can see action overview, target details, and content details. Under content details, if I select the individual messages that were sent out, I can see a list of only the last 10 supporters to send an email. Is there a way to export data of supporters who take an action and also see what action they responded to?

        Thanks!

      • Lily, I think you would need to use either the Query/Export tool, or the Report Builder for that. You can query for people who have taken specific actions.

      • Thank you, Coby!  

        Lily - here's a screenshot of the type of query you'd use for this.  After you run the query, you can export the supporter data you'd like into an Excel document.

        who_took_action.png

      • Is there a way to have two content boxes that are editable? For example, we'd like to have people answer 2 questions, one in each box. Would a multi-content approach work or do people only have the option of filling out one or the other?

         

      • Natalie,

        I don't believe that's possible, unless you simply need the supporters to answer two questions which you turn into custom fields and add to the form to be collected along with the rest of the supporter details like first name, last name, etc. Multi-content actions will only show one letter or the other to a supporter (the purpose is to change up what is being sent to the legislators so they aren't all the *exact* same content and seem less spammy). If you have any specific questions on how to set up your page, please let us know via email: support@salsalabs.com

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