To create a new petition:
- Navigate to the advocacy package
- Click Create an Action or Petition
- Select Petition from the list
- Click the Create New Action button
Once you complete these steps, you'll be presented with a standard Salsa workflow. Start at the left and work your way to the right to create your petition.
Create a Petition
The following fields appear on the description tab of the workflow.
This field appears consistently through all Salsa forms. It is used for internal reference only (so you can differentiate this petition from others in a list). Your supporters will never see this data.
This field creates the "headline" in large text at the top of the end-user page (the page your supporters will see). Typically, this is used to briefly describe the purpose of the action.
This text appears on the end-user page, and explains to your supporters why they should take action. The text appears below the title on the end-user page, but above the field containing the actual campaign letter. You can lay out this text block very simply or elaborately. If you want to, you can add images, text styling, hyperlinks and other design features using either code or the embedded WYSIWYG editor. Do not paste your action description text from MS Word.
The page footer text appears below the form fields where supporters enter their personal information. It is generally used for either additional explanatory text about the page or identity information about your organization.
How it looks to your supporters
This is the content of the petition (the uneditable message) itself – the message you are asking your supporters to sign.
It appears below the Brief Description on the user-facing page.
The options on this tab of the workflow allow you to restrict this petition to supporters who meet certain criteria.
Who is allowed to take action?
If you are not adding any restrictions, choose the default "Everyone" option. If you select Only people in the following areas, additional fields appear which you can use to restrict petition signers.
Restrict to these States
Only supporters providing an address from one of the U.S. states or Canadian provinces will be permitted to take the action. (Possible use case: When running a write-your-rep action to Minnesota state legislators, select "Minnesota" to allow only Minnesotans to write.)
Restrict to these Federal Districts
Only supporters providing an address from one of the selected U.S. congressional districts will be permitted to take the action. (Possible use case: When attempting to generate constituent messages to only a specific legislator, select that legislator's district.)
Text for Excluded Users
The text in this box (which also accepts HTML) appears to a supporter who cannot take action due to the above restrictions.
This tab allows you to define what information you gather from your supporters when they "sign" the petition. It also allows you to assign your supporters to groups.
Requested User Fields
This section allows you to set the fields that end-user supporters will be asked to fill out in order to sign the petition.
Add to these Groups
Select groups which you have previously created in the supporter package and add them to this field. Supporters will be automatically added to these groups when they sign the petition - they'll never know it's happening.
This tab formats the appearance of signatures on your petition action page. If you do not want users' signatures of a petition to appear on the petition page itself, simply ignore this tab.
Choose one of three options for how supporter signatures display on the page
- Do not show signatures - Self-explanatory
- Show number of signers - Displays the number, but no details about signers. You can customize how this displays to users as well.
- Show number and most recent signers - Displays names in addition to overall count. Due to privacy concerns, please ensure you page properly informs potential signers that their information will be displayed to others on the page.
If you choose to display information about signers, this field allows you to set a minimum number of signatures to your petition. Signer information will not display until after this number of signatures have been obtained.
This field accepts a numeric value, and will publicly set the upper limit on signatures. If you need only 1900 signatures, for instance, you would enter 1900 in this field, and after 1900 signatures were provided, no more signatures would be allowed.
Allow Signers to be Anonymous
Checking this box allows anonymous signatures to be added to the petition, advisable where a full name may not be appropriate for reasons of personal safety or privacy. There is a tradeoff for an organization:
- Anonymous signatures will likely encourage more people to sign, but...
- ...the anonymous signatures themselves may be less credible.
NOTE: The signers name will not be displayed on the public page, but the organization will still capture in the personal information the supporter provided in the Supporter Record.
This field accepts a date, in the form 'YYYY-MM-DD', and will be the cutoff point where no further signatures will be accepted. This field is useful for "switching off" a petition as a live action opportunity while retaining the page as a valid url.
Allow Signer Comments & Comment Question
Generally used only with petitions that display signer information, this allows the petition signers to add their own remark. If the Allow Signer Comments box is checked, the Comment Question field allows you to write the question that will solicit an additional comment from your supporters as they take action. The comment will then be displayed along with the signer's name on the petition signature list.
This tab allows you to define what occurs after a user has successfully signed a petition.
What do you want to display on success?
Choose where you would like your supporters to see after submitting the action. You can only choose one of the following options. The options are:
- Display Thank You Text - The supporter will not be redirected to a new page, but will see the message entered in the Thank You Text box below.
- Redirect to a Tell a Friend Page - This option will provide you with a list of existing Tell a Friend pages to choose as your redirect page. Alternatively, you can click the "Create Tell-a-Friend" link to make a TAF page on the fly.
- Redirect to a Donation Page - This option will provide you with a list of existing Donation pages to choose as your redirect page.
- Redirect to Another Page - This option will allow you to enter any URL as your redirect page. Make sure to include http:// at the beginning of the URL.
Assign Email Autoresponses (Triggers)
Email Autoresponses are automatic emails which are sent to supporters after they sign the petition. You can Add a new response from this page, or select an autoresponse you previously created by clicking Add an Existing Response. Read more about email autoresponses before using these settings.