It may be the case that targeting your actions to individuals outside our built-in legislative data set makes the most sense. In that case, you can create custom targets for your actions-- both campaign type actions and letter to the editor pages. Custom recipients can be created one by one, or imported as a group (using the same import interface as you're familiar with from supporter uploads). You can email or fax these recipients. Custom recipients are not the same thing as supporter records- you will not be able to target your recipients through email blasts. You will be able to target custom recipients through Campaigns and LTEs.
To get started with a single custom recipient, click the "Create Recipients" link in the target recipients menu, under the Advocacy tab. For a single recipient, there are a number of fields you'll need to fill out, which appear below. These are the same fields you'd create in a mass upload of recipients, so you can use this list to check any upload you're building as well.
Watch this training video or read the instructions below.
This is the target recipient's first name.
This is the last name for the recipient.
This is the name of the organization that the recipient represents.
This is the email of the target recipient.
This is the fax number of the target recipient.
Fax numbers for North American destinations should be a numeric string beginning with the 1, uninterrupted by any spaces, dashes, parentheses, or alphabetical text. For instance, a fax number with a New York area code might be entered as:
Fax numbers for international destinations should likewise be an uninterrupted numeric string, beginning beginning with the country code number (e.g., 44 for the U.K.).
The recipient's primary physical address.
Address Line 2
The recipient's physical address.
The recipient's city as related to the primary physical address.
The recipient's state as related to the primary physical address.
The recipient's postal code as related to the primary physical address.
The recipient's country as related to the primary physical address.
If you have a picture of your recipient, enter the hosted URL here.
Is there a custom greeting this person expects? "Dear Your Highness," etc.
Preferred Contact Method
Choose between several contact methods, to pick the one that represents how best to contact the recipient. Selecting Email or Fax will override the Action's settings and always send this type of message when this recipient is targeted.
Here, you can select various states that the recipient should only receive messages from.
Postal Code restrictions
Enter zip codes in comma separated format (five digit zips only) if you wish the recipient to only receive messages from people in these zip codes.
Block sending supporter phone numbers
Block sending supporter street address
Check these boxes if you would like this supporter information to be hidden from the target.
This page lists all the custom target recipients you have created. Here, you can sort and filter a variety of ways.
The recipient upload process matches the supporter upload process in almost every way, except for the table to which you'll upload. You can access the import interface from either the Manage Imports dropdown in the Supporter Management package, or from the Target Recipients dropdown in the Advocacy Campaigns package.
In the first step of your import, you'll select the spreadsheet which contains your custom recipients. (Remember to save this file as a tab-delimited text file before you begin.)
Taking a step back - to create the spreadsheet of your custom recipients, you can use as few or as many of the fields below as your column headings (or simply download this tab-delimited template which includes all of the fields below). Just remember to not leave out any contact information if you actually want to send letters to those targets!
- honorific (Such as Mr., Ms., Dr., Councilman)
- Letter_Salutation (e.g. "Dear Councilwoman Chen," without quotes)
- municipality (this is the City)
- region (this is the State)
- postal_code (this is the Zip)
- postal_code_extension (this is the Zip +4)
Once you've selected your file, then change the selection on the Table to upload to field to RECIPIENTS OF CAMPAIGN ACTIONS for action targets, and IMPORTS TO MEDIA CONTACTS for letter to the editor targets. After making that selection, you can begin your import by clicking SAVE + CONTINUE. See below:
On the second step, you'll want to make sure that all of your field names from your spreadsheet (listed on the left) are properly matched up with the field names in Salsa's tables. (For more on that, read here.)
At that point, you'll want to set the Skip lines section under advanced options to 1 (skipping the header row) and then click .
Once the upload has finished (hit refresh after a few minutes), you will then be able to select that custom target in your Action orLetter to the Editor pages.
For more information on how to use the uploader, try taking a look at the guide to Manage Imports.
Here you can group your custom recipients. Create a group by naming it and saving it (towards the bottom of the page). Then select the target recipients you want in that group. For example, you might call a group "Montana Roadless Campaign" and put various Forest Service decision makers in that group.