The multi-step Advocacy form guides supporters through a sequential process of contacting decision-makers.
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Access your published form
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Visit the public URL of your Advocacy form
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Note the overall layout and flow from a supporter's perspective
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Review the Details step (step 2)
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This first screen prompts supporters for their contact information
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It includes any additional fields you enabled during form creation
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Information provided here will be saved to the supporter's contact record
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Examine the Messages step (step 3)
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After entering contact details, supporters see this screen
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The system uses the address from Step 1 to determine which targets to display
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The message shown includes merge fields from the Advocacy Signature
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Supporters can edit the message body if you've enabled this option
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Understand the Confirmation process
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If targets require additional information not collected in Step 2 (like phone number or prefix), supporters will be prompted after Step 3
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Note that this additional information is not saved to the supporter's contact record
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After providing all required information, supporters are directed to the Thank You page
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Review the Thank You page
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This page confirms successful submission
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It typically displays the names of targets contacted using the {{AdvocacyTargetFullName}} merge field
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If a supporter has no matching targets (e.g., a DC resident for a US Senate campaign), an alternate message appears
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