How do I create email advocacy forms?

Email advocacy forms allow supporters to send messages to decision-makers, amplifying your organization's message and driving policy change through direct constituent communication. 

Step 1: Access Online Actions 

1. Log in to EveryAction 
2. From the left-hand side bar, click Engagement> Communication Tools> Online Actions  
3. Or you can use the “Search for a page” field and type “Online Actions”.  
4. Click "Create New Form" 
5. Select "Advocacy" from the form type options 

Step 2: 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 3: Set up email advocacy 

1. On the Build Page step, scroll to the "Configure Advocacy" section 
2. Select "Email" as the advocacy type 
3. You can also select "Multiple" if you want to combine email with other advocacy types 
4. This will open the email advocacy configuration options 

Step 4: Configure email targets and message 

1. Add targets for the advocacy emails: 
2. Enter target email addresses manually, or 
3. Select targets from your database, or 
4. Allow supporters to search for their representatives 
5. Create a default email subject line 
6. Write a default email message that supporters can customize 
7. Include merge fields like {{FirstName}} to personalize the message 
8. Choose whether supporters can edit the subject and message 

Step 5: Complete and publish your form 

1. Add compelling content explaining the advocacy issue 
2. Include why this action is important and its potential impact 
3. Add any additional questions to collect supporter information 
4. Configure the Design step to match your branding 
5. Set up your confirmation page and email 
6. Preview and publish your form when ready 

What else do you need help with? 

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