How do I create a social advocacy form?

Social advocacy forms allow supporters to engage with your cause by sharing messages on social media platforms, amplifying your reach and increasing visibility. 

Step 1: Access Online Actions 

1. From the left-hand side bar, click Engagement> Communication Tools> Online Actions  
2. Or you can use the “Search for a page” field and type “Online Actions”.  
3. Click "Create New Form" 

Step 2: Select the Advocacy form type 

1. From the form type options, select "Advocacy" 
2. This will start the process of creating an advocacy form 
3. Note that you need the Advocacy package to access this form type 
4. Click "Create" to begin building your form 

Step 3: Configure the Basics 

1. Enter a form name (for internal use) 
2. Add a title that will appear on the form 
3. Set a vanity URL if desired 
4. Configure basic settings like CAPTCHA and FastAction 
5. Click "Next" to continue to the Build Page step 

Step 4: Configure social advocacy targets 

1. On the Build Page step, scroll to the "Configure Advocacy" section 
2. Select "Social Media" as the advocacy type 
3. Choose which social media platforms to include: 

   Facebook 

   Twitter 

   LinkedIn 

4. For each platform, create default messages that supporters can customize 
5. Include relevant hashtags and links in your default messages 

Step 5: Complete and publish your form 

1. Finish building your form with any additional content or questions 
2. Configure the Design step to match your branding 
3. Set up your confirmation page and email 
4. Preview the form to test the social sharing functionality 
5. Publish your form when ready 

What else do you need help with? 

• How do I create email advocacy forms? 
• How do I create call advocacy forms? 
• How do I track responses to Online Actions? 
• Understanding Online Actions