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01
Supporter & Contact Management
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Centralizes supporter profiles, contact details, interests, engagement history, memberships, and campaign activity for targeted outreach.
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Capture Supporter Data
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Build Contact Profiles
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Track Engagement
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Segment for Outreach
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Custom supporter fields and tags
Engagement history across campaigns
Deduplication and consent management
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02
Advocacy Campaign Management
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Organizes advocacy initiatives, goals, audiences, messages, action pages, timelines, and campaign activities from one workspace.
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Create Campaign
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Define Goal / Audience / Action
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Launch Outreach
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Track Participation
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Multiple simultaneous campaign support
Reusable campaign and action templates
Clear campaign ownership and status tracking
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03
Petitions & Online Action Forms
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Lets organizations create petitions, pledge forms, sign-up pages, surveys, and other digital actions that capture supporter participation.
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Create Action Form
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Publish to Website / Campaign
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Supporter Takes Action
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Store Response & Trigger Follow-Up
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Mobile-friendly and embeddable forms
Custom fields and confirmation flows
Spam protection and consent controls
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04
Legislator & Decision-Maker Outreach
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Helps supporters contact elected officials, policymakers, regulators, or other decision-makers through targeted email, web, or call actions.
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Identify Supporter's Location
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Match Relevant Decision-Maker
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Provide Message / Talking Points
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Send or Log Advocacy Action
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Accurate official and district data
Email, call, and web-form action support
Customizable messages and compliance controls
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05
Email, SMS & Outreach Automation
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Sends targeted campaign updates, action alerts, reminders, and follow-ups to supporters across email and supported messaging channels.
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Select Audience
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Create Message
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Schedule / Trigger Outreach
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Track Response
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Email and SMS segmentation
Automated journeys and follow-up rules
Deliverability, opt-out, and consent management
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06
Volunteer & Event Mobilization
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Coordinates volunteers, meetings, rallies, canvassing, phone banks, trainings, and other in-person or virtual advocacy activities.
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Create Event / Volunteer Opportunity
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Recruit Supporters
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Manage Sign-Ups / Shifts
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Track Attendance & Follow-Up
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Event registration and shift management
Volunteer roles and capacity limits
Attendance and participation tracking
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07
Social Sharing & Advocate Amplification
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Makes it easier for supporters, members, employees, or customers to share approved campaign messages and content across social channels.
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Prepare Shareable Content
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Distribute to Advocates
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Advocate Shares Content
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Track Reach & Engagement
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Pre-approved content and sharing options
Multiple social network support
Advocate activity and engagement tracking
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08
Audience Segmentation & Personalization
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Groups supporters by location, interests, behavior, membership, campaign history, or other attributes for more relevant outreach.
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Collect Supporter Attributes
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Build Segment
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Personalize Message / Action
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Measure Segment Response
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Dynamic and rule-based segments
Behavioral and geographic targeting
Personalized content and action paths
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09
Fundraising & Donation Support
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Connects advocacy activity with donation forms, fundraising appeals, supporter contributions, and campaign revenue where fundraising is part of the program.
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Create Fundraising Appeal
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Send to Supporters
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Collect Donation
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Link Contribution to Supporter
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Donation form and payment support
One-time and recurring contributions
Fundraising CRM or donor-platform integrations
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10
Advocacy Analytics & Impact Reporting
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Measures supporter growth, actions taken, petition signatures, message engagement, event participation, campaign reach, and other advocacy outcomes.
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Collect Campaign Activity
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Calculate Engagement / Action Metrics
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Compare Campaigns / Audiences
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Report Impact & Optimize
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Action, engagement, and conversion reporting
Campaign and audience-level dashboards
Custom, scheduled, and exportable reports
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11
CRM, Fundraising & Communication Integrations
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Connects advocacy workflows with CRM systems, fundraising platforms, email tools, social channels, data warehouses, and other engagement systems.
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Connect Supporter Systems
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Sync Contacts / Actions / Donations
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Run Advocacy Campaign
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Return Engagement Data
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CRM and fundraising integration depth
Email, social, and event connectivity
API, webhook, and automated data synchronization
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