Creating an Advocacy Action


How to create an Advocacy action when logged into the Advocacy tool

Click Actions, then click Add New


Select Action type


There are four types of Actions you can take.

  1. Message; an emailed message to the recipients of your choice. This is the most common type of action used.
  2. Phone; provides a call-in script and contact numbers so your advocates can call the recipient of your choice.
  3. Petition; provides an online petition for your members to sign.
  4. Media; provides a list of media contacts for your advocates to contact. The list is generated based upon your advocates' address.

Since Message is the most commonly used selection, this tutorial will focus on that action type.

Click here for more information on the different types of Advocacy Actions.

Select Message type


Message type determines the form the content will take. Only a Message Action and a Phone Action have customizable message types. 

Click here for more information on the different message types.

Message Types

  1. Standard, a standard written form letter.
  2. Sender-Specific; a form letter with personalized content based upon the advocate taking the action.
  3. Paragraph Selector, a partially written form letter with the ability for the advocate to add their own content.

Phone Types:

  1. Standard, a standard written script.
  2. Sender-Specific; a script with personalized content based upon the advocate taking the action.

Create Action Alert


The Action Alert is the message which will be posted on your site.

  1. Select issue type; either Federal or State (this choice is dependent upon your Advocacy license)
  2. Give the Action a title
  3. Fill in the content of your message
  4. Chose visibility; Public will be visible on your site, Hidden will only be available to people with the link
  5. Choose the topic of this Action; topics are determined by legislator webforms

Click here for Advanced options available for your Action, such as background content, bill integration and vote tracking.

Create the Take Action Page


This is the message which your advocates will send to the recipients.

  1. Recipients are determined by the issue: federal or state. Customized recipients can be added to the message.
  2. Add email subject line
  3. Add message content; Merge Fields can be used in this message

Advocacy Actions can also be customized by your advocates.

Click here for information on letting your activists edit the message they are sending

Thank your Advocates for taking Action


Customize the different ways to thank your advocates and encourage them to take further action. All of these options, except for the Action Completed page, are optional.

  1. Action Completed page; the page displayed to your advocates when they have finished the Action
  2. Thank You email; email message sent to your advocate after completing the Action
  3. Tell-A-Friend; a link which allows your advocates to share the Action once they have completed it
  4. Twitter message to legislators; lets your advocates tweet that they have completed this Action
  5. Letter to the Editor; generates a list of media contents based upon your advocates' location

Preview and Publish your Action


  1. Preview; preview your Action before publishing
  2. Publish; publishes your Action to your site. If your Action is Public, it will now be visible to your Advocates.
  3. Actions can be scheduled to publish at a specific time.
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