In This Article:

    Petition

    In This Article:

      Overview

      To create a new petition:

      1. Navigate to the advocacy package
      2. Click Create an Action or Petition
      3. Select Petition from the list
      4. Click the Create New Action button

      create_new_petition.png

      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.

      petition_workflow.png

       

      Create a Petition

      Table of contents
      Step 1: Description
      Step 2: Compose your petition
      Step 3: Who can act?
      Step 4: User Information
      Step 5: Signatures
      Step 6: Follow up
      Step 7: Options

      Step 1: Description

      The following fields appear on the description tab of the workflow.

      Reference Name

      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.

      Action Title

      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.

      Brief Description

      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.

      Footer

      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.

      description_edit.png 

      How it looks to your supporters 

      title_front_end.png

       

      footer_at_bottom.png

      Step 2: Compose Your Petition

      This is the content of the petition (the uneditable message) itself – the message you are asking your supporters to sign. 

      compose_your_petition.png

      It appears below the Brief Description on the user-facing page. 

      petition_front_end.png

       

      Step 3 - Who can act?


      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.

      who_can_take_action.png

       

      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.)

      states.png

      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.)

      federal-districts.png

      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.

      excluded.png
       
      If you choose to restrict a petition in this manner, we'll need to validate that a supporter meets the criteria you set before we allow him or her to sign the petition. In this case, the supporter will be prompted to enter a zip code so we can see if she's from the correct state or federal district.
      restricted_petition_2.gif
       
       

      Step 4 - User Information


      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.

      Requested_user_fields.png

       
      To change the field order, click the Use Field Order Shown Below checkbox and then drag and drop the fields.
       
      reorder.png
       

      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.

      automatic_groups.png

      Optional Groups

      Adding groups to this field will create a series of checkboxes on the petition page.  Supporters can use these checkboxes to opt in to or out of groups when they sign the petition.

      optional_groups.png          optional_groups_front.png

       

      Step 5 - Signatures


      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.

      Signature Options

      Choose one of three options for how supporter signatures display on the page

        1. Do not show signatures - Self-explanatory
        2. Show number of signers - Displays the number, but no details about signers.  You can customize how this displays to users as well.
        3. 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.
      signature_options.jpg
       

      Signature Minimum

      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.  

      sig_min.png

      Signature Goal

      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.

      goal.png

      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.

      anon.png

      Deadline

      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.

      Manage Signatures

      If you'd like to view and export petition signatures, click on the Show signatures and comments link at the top of the Signatures tab.
      show_signatures.png
      You'll be able to view a list of all signatures and delete any that don't look valid.  You can also view comments entered by signers in this view.
      view_comments.png
      If you'd like to export these signatures to Excel, click on View and export signatures.  This will open a report and you'll be able to export from there.
      export_signatures.gif
      To bulk delete duplicate signatures (rather than use the delete text link in the signature list one at a time), use the Deduplicate these signatures tool.  NOTE:  Signatures must be deduplicated in batches.
      deduplicate.png
       

      Step 6 - Follow-up


      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.


       

      Step 7 - Options

      If there is a need to disable the petition entirely, you can simply select "Inactive" from the drop-down list.

       
      Internal reference: SCT-312 (Signature Deduplication Batches)
       
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      Comments

      9 comments
      • When I try to set my petition up to "add to group", I get the search box, but when I click "search", nothing happens.

      • Hi Carolyn,

        That sounds like an isolated issue - have you contacted support@salsalabs.com with a link to the petition page you're creating?

      • What is the best way to export a list of signers to a petition either during a petition drive or once it is closed?

      • Hi Tamie,

        These instructions were mistakenly omitted from this document - I've added a section labeled "Manage Signatures" within the Step 5 - Signatures section above.

      • Thanks!

      • Is it possible to set a petition start count at something other than zero? We are taking over an ongoing petition for another organization and we'd like to start the count where their petition left off, but I don't see any way to do that.

      • Hi Heather,

        You have two simple choices here:

        Choice 1:  Simple choose the petition setting that would display number of signatures only (not names) and create fake signatures.  If we're talking about a really small number of signatures that could work.

        Choice 2:  If you've got a large number of signatures, our developer specialist can write a quick script for you that you would simply copy and paste into the page template.  This script would add X number to the petition count.   Email our support team for help with that script.

      • Is there a way to limit your petition to a Tag or Group, rather than only by state?

      • For petitions which will be directed to an elected official, is there a way to forward each signature to a specific email address as users sign, or is the only option exporting signatures after reaching the deadline and/or limit? 

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