Skip to main content

How do I create a Click-to-Call advocacy form?

  • March 11, 2026
  • 0 replies
  • 12 views

Happie Pingol
Forum|alt.badge.img+1

Creating a Click-to-Call form is similar to setting up other advocacy forms, with specific options for phone calls. 

  1. Access the form creation tool 

    1. Navigate to Configure Advocacy 

    2. Click to create a new Advocacy Form 

    3. Select "Click to Call" from the available options at the top 

  2. Select your advocacy targets 

    1. Choose from available advocacy target universes (Federal and State are standard) 

    2. Or create a form for a custom target 

    3. Note: If you need County or Municipal advocacy targets, contact Client Services 

  3. Configure target settings 

    1. For custom targets, ensure you include a phone number, or the call will not be initiated 

    2. Understand that call order to multiple decision-makers within a Universe will be randomized for your supporters 

  4. Complete the standard form setup 

    1. Add your form title, description, and other required elements 

    2. Configure your form fields to collect supporter information 

  5. Save your form 

    1. Click Save to create your Click-to-Call advocacy form