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We also have a help document that you can share with staff at a partner organization.
Before we dive in to partnerships, a quick naming note/guide for this document:
People who have administrative access to ControlShift, members of a ControlShift team, and likely you, if you're reading this document, are considered org admins. Within this document, we'll explicitly call them "CSL org admins" meaning that they're affiliated with the ControlShift-using organization. The pages that they're able to see – that are not visible to members of the public – are considered admin pages (or org admin pages). This includes the partnership's admin page (org admin homepage > Partnerships > Name of the partnership) where the partnership is created and settings are configured, which is also only visible to CSL org admins.
Within partnerships, you can invite staff members at a partner organization to have advanced (but still limited) privileges on the platform. These users are partner admins. They don't have the same level of access as CSL org admins, but have more access than normal petition creators/event hosts. The tools that they're able to use, which are not accessible to members of the public, are the partner's management tools. These tools are included in a partner-admin-only tools bar on an otherwise-completely-public partnership hub page.
ControlShift's partnerships feature allows your organization to partner with like-minded groups to work together on campaigns, cosponsor events, and grow your respective lists. The petitions and events created in a partnership are largely the same as other petitions and events on the platform, but the partnerships feature allows you to easily share user data with another organization and demonstrate that another organizations is helping to cosponsor these petitions and events.
To create a new partnership, go to the admin homepage, choose Partnerships and click New Partnership. The Title and Introduction are public-facing and will appear on the partnership's hub page, which displays all of the petitions that have been created under the partnership.
Click Save and the partnership will be created. You'll be automatically brought to the partnership's admin page.
This page, which is also accessible by going to the admin homepage > Partnerships > name of the partnership, is here you can update the partnership's settings; view, add, or remove the petitions or events associated with the partnership; and invite partner admins.
Disclaimers and List Sharing
CSL org admins can decide how they want to share signature and attendee data with each partner organization. As a CSL org admin, you can configure the partnership so that all data generated by partnership petitions and events is shared with the partner, only users who opt in to the partner's mailing list are shared, or no one is shared. When deciding what rules you want to use for sharing data with the partner, we encourage organizations to think about how trustworthy the partner organization is in terms of using a member's data, consider any privacy regulations you are subject to, and seek legal advice if necessary.
To update a partnership's signature sharing settings, go to the admin homepage > Partnerships > name of the partner > Settings. (Please note: only CSL org admins are able to update a partnership's configuration.)
If you want to share all signatures and attendees with the partner organization, then we suggest that you include a Signature Disclaimer explaining that by signing the partner's petition (or RSVPing to their event) the user's data will be shared with the partner. This disclaimer will be shown below the sign/RSVP button and will replace any existing disclaimer that your organization shows by default on petition or event pages (except the Google reCAPTCHA disclaimer).
If you want to allow users to opt into or out of the partner's mailing list, you can configure either a pre-checked checkbox (opt-out checkbox) or an unchecked checkbox (opt-in checkbox). To do so, check the Display Opt-In option in the partnership's Settings. Once checked, you can add the opt-in's Label text, which will be shown to users on the signature/RSVP form. The Default value for Opt-In allows you to choose whether the checkbox should be pre-checked or unchecked. (If you're using an opt-in/opt-out checkbox, you may also be interested in the partnership promoted petition or event feature.) Please note, unlike the disclaimer setting, using an opt-in checkbox will not affect any other checkboxes your organization may be using. This means that if your organization is using an email communications opt-in/opt-out, the signature/RSVP form will have two boxes: one to opt into your organization's mailing list and another to opt into the partner's list.
Regardless of what opt-in type you choose, we strongly recommend informing users if their information is being shared with a partner organization.
The PDF signature disclaimer and PDF RSVP disclaimer are used when the petition creator or event host of a partner-associated petition or event collects signatures or RSVPs offline. If you do not enter a specific disclaimer for this partnership, we will use any default platform disclaimers.
Exporting Member Data
You can also decide whether or not to allow partner admins to download signer and attendee information for people who have opted into their mailing list (or who have been automatically added to their mailing list if no opt-in is shown). If export permissions are granted, partner admins can export the supporters who have been added to their mailing list from the partner's management tools on the partnership's hub page.
However, if you want to prevent partner admins from exporting a list of supporters, you can do so by unchecking the box labeled Allow partner admins to download petition signers. This will not only remove the export option from the partnership's hub page, but it will also remove the signature CSV export option from the petition creator tools. This will only affect petitions that are included in the partnership.
Additional Partnership Settings
These additional partnership setting are available by going to the partnership's admin page (org admin homepage > Partnerships > name of the partnership) and clicking Settings.
Within the partnerships feature, you can also designate a different Blast Email Reply-to Address and Blast Email From and Reply-to Name that will be used when a partner admin drafts an email to all of their supporters from the partner's management tools. This is often the name of the partner organization and their main organizational email address (e.g. email@example.com). If these options are not set, we'll use the email writer's name and your main contact email address for these emails. Please note: these settings will not affect emails sent by partner admins via the petition creator's or event host's email supporters tools page.
By default, we display a new campaign button on the partnership's hub page. If you want to remove that button and limit the petitions created under a partnership, check the Hide start new petition button checkbox. Keep in mind that while the new campaign button is included on the partnership's hub page, anyone – not just partner and CSL org admins – can create a petition under the partnership. (If you need to remove an already-created campaign from a partnership, that's possible via the partnership's admin tools.)
Even when the new campaign button is removed from the hub page, a new campaign button will still be available in the partner's management tools and people with a direct URL (which is the URL of the partnership's hub page /petitions/new) will still be able to start a petition under that partnership.
Petitions and events that are associated with a partnership will include the partner's name on petition signature and event RSVP pages. On these pages, the partner's name will be displayed as a link that directs people to the partner's hub page. The Display image on petitions and events setting allows you to change this behavior – instead of displaying the name of the partnership, we'll show the image that you've chosen for them (usually a logo). This image will also be linked and will also direct people to the partner's hub page.
Finally, you can override the emails that are sent to users when they sign petitions in the partnership.
Default Partnership Settings
If your organization is partnering with many different organizations, you may wish to configure default privacy and list sharing settings for newly-created partnerships. To view or update your organization's default settings for newly-created partnerships, go to the admin homepage > Settings > Options > Partnerships.
Please note: changes made to default settings will not affect existing partnerships, only future newly-created partnerships.
Inviting Partner Admins
Once a partnership has been created, you can begin inviting partner staff members who will have admin privileges over the partnership. To invite partner staff members to the platform, go to the partnership's admin page (org admin homepage > Partnerships > name of the partner > Admins. From here, enter the user's email address, and click Send Invitation.
Partner's Management Tools
Partner admins (who are not members of your organization but are staff of the partner organization) will only have special privileges over the petitions and events that are included in the partnership. As such, they have their own toolbar on the partnership's hub page. From the partner's management toolbar, these partner admins can view all of the petitions, events, and calendars that have been created under the partnership; view associated signature and petition counts; create blast emails to everyone who has been added to their mailing list (across all of their different petitions and events); and export supporter information (if they have been given that permission). To preview the partner's management toolbar, go to the partnership's hub page (by clicking View Live Page from the partnership's admin page or by clicking the link shown on a partnership petition or event).
Partner Admin Privileges
Partner admins have advanced, though still limited, permissions on the platform. In terms of their access, partner admins fall between event hosts/petition creators (lower access) and CSL org admins (highest access).
Partner admins' special access extends only to the petitions or events that are included in their partnership. If a partner admin views an event or petition that's unassociated with their partnership, they'll have regular site visitor (no special) access.
In addition to viewing the partner's management tools, which allow partner admins to contact signers and attendees from multiple petitions and events at once and potentially export user contact information from the platform, partner admins are also able to view and use the petition creator and event host tools for petitions and events included in their partnership. This means that they are able to send email updates to the signers or attendees of a specific petition or event, view attendee lists for individual events, and download the petition delivery pdf for individual petitions.
However, partner admins are unable to access the CSL org admin-only settings for petitions and events. They're also unable to perform admin-only exports of user information, perform any moderation tasks (including for petitions or events in their partnership), or see any CSL org admin-only pages (pages that are accessible from the org admin homepage).
Additionally, please note that all emails – including those drafted from the partner's hub page and from a petition or event's email supporters page – will need to be approved by CSL org admins before they'll be sent to supporters.
Partnership Hub Page
By clicking View Live page from the partnership's admin page, or by clicking the link on a partner petition or event, you'll be directed to the partnership’s hub page.
This hub page is a dedicated page for the partnership. In addition to including information about the partner organization, it also shows the petitions that are included in the partnership (depending on moderation).
Some partner organizations will share this hub page with their existing supporters and use it as an ongoing landing page for the work they're doing with the CSL organization.
If the new campaign button is enabled, then from the hub page, anyone – administrators from both organizations and the public – can create a new campaign that will be included in the partnership and have partnership settings. However, in order for a petition to appear on the hub page, CSL org admins must mark the petition as good or above.
Partner and CSL org admins can also create new partnership-associated petitions using the new campaign button in the partner's management tools. They can also use the direct URL for the partnership's new campaigns page (which is the URL of the partnership's hub page /petitions/new).
Adding and Removing Petitions and Events
If a petition was created under a partnership and you don't want it to be included in the partnership, it is possible to remove it. To do so, go to the petition's Admin page. The petition's partnership relationship (as well as its other associations) is included in the Associations section of the Details tab.
Click the x button next to the partnership name to remove it from the partnership.
You can also add an existing petition to a partnership from the petition's admin page or the partnership's admin page.
From the petition's Admin page, go to the Associations section of the Details tab. Here, click the + sign in the Partnership box to add the petition to a partnership. This will open a modal asking you to complete the URL of the partnership's hub page.
Alternatively, from the partnership's admin page > Petitions. On this page, there's a list of all the petitions included in the partnership. Click Move Petition into Partnership, and complete the URL of the petition.
To move an existing event into a partnership, go to the partnership's admin page > Events. From here, click the Move Event into Partnership button and complete the URL of the event you want to associate with the partner. Please note: it is not currently possible to dissociate an event from a partnership.
Offline Signatures and Attendees
Campaign creators and events hosts who are running a petition or event that's part of a partnership are still able to collect signatures and attendees offline. When generating the offline action pdf, we automatically include a partner PDF disclaimer that informs offline supporters that their information will be used by the partner admin. When offline signatures are entered through the offline modal, the signatures will be automatically added to the partner's mailing list and will be included in the partner's signer and attendee export.
Promoted Petitions and Events
We've also implemented a feature for organizations that want their partners to be able to export member data, but who don't want to give away large segments of their list when sending a promotion email. With this feature, there are two URLs for the same petition or event, one which includes the checkbox to join the partner's mailing list and one which does not.
You can see this in action with the following two links. The first link: https://demo.controlshiftlabs.com/petitions/release-pro-democracy-youth-activists-in-azerbaijan is the default URL for the petition and includes the checkbox to join our test partner's mailing list.
The second link, https://demo.controlshiftlabs.com/petitions/promoted/release-pro-democracy-youth-activists-in-azerbaijan which could be used in a blast email or a twitter message, etc., removes the opt-in box keeping your list in your hands. To direct signers to a page without an opt-in box, just add
promoted/ to the petition or events's URL between
events/) and the petition or event slug (in this case, "release-pro-democracy-youth-activists-in-azerbaijan").
Running a Calendar with Partners
ControlShift's calendars feature allows organizations to sponsor days of action or other groupings of events. When creating a calendar, it's possible for CSL org admins to associate the calendar with a partnership. When a calendar is tied to a partnership, all events created in that calendar will be automatically associated with partner and any partnership list sharing rules will apply to each event in the calendar. Partner admins are not able to create calendars on their own, only CSL org admins can create calendars.
Depending on the calendar, you may not wish to automatically associate all events with a single partner. You may only want some events to be associated with a partner (and other events to be unpartnered) or you may want multiple partners to sponsor different events in the same calendar. (Please note: individual events can only be associated with one partnership.) If so, create the calendar normally, but do not associate it with any partner. Then, you can share specially-targeted URLs with your partner(s). These URLs have a
partner parameter explicitly set, which cause any events that are created to be associated with the partner. To generate one of these partner URLs you'll need the partner's slug (the text that comes after
/partnerships in the URL when viewing their partnership admin or partner hub pages) and the URL of the calendar.
If the calendar you're sending supporters to is: https://demo.controlshiftlabs.com/calendars/national-day-of-action-against-fracking and the slug of partner you're collaborating with is
frack-free-moon, the special URL for them would be https://demo.controlshiftlabs.com/calendars/national-day-of-action-against-fracking?partner=frack-free-moon. Supporters who navigate to that URL will be able to search for their closest event normally. If they decide to create an event in the calendar, the
partner parameter will follow them through the event creation process and the resulting event will be automatically associated with the
Similarly, if the partner is sending a host recruitment email and wishes to send their supporters directly to the event creation form, you can add the partner parameter to the calendar's event creation page URL e.g.: https://demo.controlshiftlabs.com/calendars/national-day-of-action-against-fracking/events/new?partner=frack-free-moon.
Please note: the partner's list sharing settings are tied to each event. So someone who RSVPs to an event that was created by going to https://demo.controlshiftlabs.com/calendars/national-day-of-action-against-fracking?partner=frack-free-moon is going to be shared with (or have the option of opting into) the partner even if the URL the attendee used to RSVP didn't have the partner parameter. Similarly, someone who navigates to the calendar with a partner parametered URL and then chooses an event that's not already associated with the partner will not be shared with the partner.
[If you're following the New CSL Admin tutorial, we're going to look at efforts next.]