Call advocacy forms connect supporters directly with decision-makers via phone, providing talking points and tracking call completions to maximize your campaign's impact.
Step 1: Access Online Actions
- Log in to EveryAction
- From the left-hand side bar, click Engagement> Communication Tools> Online Actions
- Or you can use the “Search for a page” field and type “Online Actions”.
- Click "Create New Form"
- Select "Advocacy" from the form type options
Step 2: Configure the Basics
- Enter a form name (for internal use)
- Add a title that will appear on the form
- Set a vanity URL if desired
- Configure basic settings like CAPTCHA and FastAction
- Click "Next" to continue to the Build Page step
Step 3: Set up call advocacy
- On the Build Page step, scroll to the "Configure Advocacy" section
- Select "Call" as the advocacy type
- You can also select "Multiple" if you want to combine calls with other advocacy types
- This will open the call advocacy configuration options
Step 4: Configure call targets and scripts
- Add targets for the advocacy calls:
- Enter target phone numbers manually, or
- Select targets from your database, or
- Allow supporters to search for their representatives
- Create a call script that will guide supporters during their calls:
Include:
- An introduction for the supporter to use
- Key talking points
- Specific asks or requests
- Responses to potential questions
Make the script clear and concise for easy reference during calls
Step 5: Complete and publish your form
- Add compelling content explaining the advocacy issue
- Include instructions for making effective calls
- Set expectations about call duration and potential outcomes
- Configure the Design step to match your branding
- Set up your confirmation page with a thank you message
- Preview and publish your form when ready
What else do you need help with?