You can send this tutorial to the staff of partner organizations.
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The ControlShift platform was built on the idea that people should drive movements, even when they happen online. As a partner admin, you'll have access to your own admin dashboard, and you'll be able to send your supporters to a specific hub page from which they can start and view cosponsored campaigns.
Once the ControlShift-using organization has created your partnership, ask an org admin (that is, someone at the ControlShift-using organization) to add you as a partner admin. Once added, you'll receive an email invitation. Follow the link included in the email to accept the invitation and create an account.
Partner Admin Dashboard
When you've created an account, you'll be able to access your partner admin dashboard by clicking the down arrow next to your name, and choosing My Partnerships. If you're the admin of one partnership, you'll be automatically directed to your partnership's admin dashboard. If you're the admin of multiple partnerships, click the name of the partnership you want to manage and you'll be brought to your dashboard / partner management tools.
For most site visitors, this page will list information about your organization (including your name, a description of the work you do, and potentially your logo). Below the organization information, site visitors will see a list of the campaigns that you're helping to run. Note that only petitions that have been moderated by CSL org admins to "good" or "awesome" will appear in the list of campaigns on this page.
In addition to showing the collection of campaigns your organization is helping to run, you can send your existing supporters to this page and allow them to start their own campaigns, which will be automatically associated with the partnership.
Because you've been invited to help administer this partnership, you'll see a black tool bar at the top of this page. This toolbar is only visible to partner admins, and it grants you access to special partner-only tools.
At the top of the partner dashboard, you'll see the partner admin toolbar. If you click the Petitions option, you'll see a list of all of the petitions that are included in your partnership and some basic information about each petition.
- Clicking the title of the petition will bring you to the petition's signature page. From the petition's signature page, you can view the petition's text and access the petition creator tools.
- The Signatures column shows the total number of signatures the petition has received. Note that depending on how your partnership has been configured, all of these signers may be added to your mailing list or you may only receive access to the portion of those signers that have specifically opted into your list.
- The next column, Created By, gives you some information about the petition creator, including their name, email, and phone number (if provided).
- The Created column shows when the petition was created.
Clicking the link column names allows you to sort the list of petitions by that parameter. Clicking again will change the order from descending to ascending.
Please note: the petitions listed on this page may be different than the publicly-visible petitions on the hub page. All petitions in the partnership are visible to partner admins, but only petitions moderated to Good or above are visible to the public.
Choosing the Events option in the partner management tools shows you the upcoming events that are associated with your partnership.
These events may include:
- petition/campaign events: these events are associated with petitions on the site. These events are generally created by petition creators, and petition signers are automatically invited to attend. The event page will link to your partnership hub page and the petition signature page.
- calendar events: these events are associated with calendars. Calendars are collections of events – they can be days of action or they can be events on different days that share a common theme. The event page will link to your partnership hub page and the calendar-specific event lookup page.
- standalone events: these events are not associated with petitions or calendars. The event page will link to your partnership hub page. To create one of these events, click the New Event button on this page.
The events list on this page contains information about the events. The Title column shows the name of the event. Clicking the link will bring you to the event page. If the event has any associations, like a calendar or a petition, the name of the association will be included in the parentheses. The Attendees, Date, Location, and Created At columns give you attendee counts, the dates and locations of the events, and when they were created.
The Calendars page (under Events in the partner management toolbar)shows you a list of all of the calendars that are associated with your partnership.
Calendars allow your supporters to create connected events. You could use these tools to run a day of action – with many events happening on a single day – or to ask supporters to hold house parties, movie nights, etc. Supporters are sent to the calendar's hub page where they can search for their location to find nearby events and can choose to host their own.
Clicking the Name of the calendar will bring you to the calendar's hub page. The Events and Attendees columns provide calendar stats.
Create Blast Emails
From the partner admin dash, clicking Email Supporters allows you to send a blast email to anyone who has opted into your mailing list or been automatically added to it.
After you've finished drafting your email, click to Send. Your email will need to be approved by org admins before being sent to your supporters.
You may also have the option to Export supporters from your admin tools. After clicking the Export link, a CSV of petition signers and event attendees will be generated and will begin downloading. This export will include anyone who signed one of your petitions or RSVPed to one of your events and was either automatically added to your mailing list or chose to opt in. You can then upload the CSV into the mailer or CRM of your choice.
New Partner Petitions
When a user – whether an org/partner admin or a site visitor – clicks the New Campaign button on the partner hub page, they'll be brought to the create a petition page. However, unlike the create a petition page that's linked to from the buttons on the homepage or in the header, this page is specific to your partnership. In addition to a custom URL, this page will also include your partnership's name and the description included on the hub page.
Once the campaign is created, it will be associated with the partnership. It will not appear on your hub page until it has been moderated to good or above by an organization administrator, and it can be removed from the partnership by org admins, if necessary. Alternatively, if a campaign is created using the normal petition creation page, instead of your partnership's petition creation page, org admins can move the petition into your partnership at any time.
If a site visitor clicks one of the petitions included on the hub page, they'll be brought to the petition's signature page.
While this petition page closely resembles a normal petition page, there are a few differences. First, your organization's name or logo will be displayed on the petition page next to the petition creator information. If a site visitor clicks on your organization's name or logo, they'll be brought to the partnership's hub page.
Additionally, depending on how the partnership is configured, the petitions may have an additional opt-in checkbox or a custom signature disclaimer below the sign button. These options are described in more detail below.
Petition Creator Tools
As a partner organization administrator, you'll also have access to the petition creator's management tools for any petition included in your partnership. To access the petition creator tools, go to the petition's signature page.
At the top of the signature page is a black bar with various icons. This is the campaign hub for this specific petition. From this page, you can contact petition signers, collect signatures on paper, edit the petition, and prepare for petition delivery. For an in-depth look at all of the tools available to you, please see the Petition Management article in this help center or the related video tutorial.
New Partnership Events
If you'd like to create a new event that's included in your partnership, you can do so by going to the partnership management tools > Events > New Event. Events created from this page are standalone events – meaning that they're not associated with a petition, calendar, or local group.
If an event is created via the petition creator tools for any petition in your partnership, or if the event is created inside a calendar that's tied with your partnership, the resulting event will also be automatically associated with your partnership. If an event is created outside of your partnership, but should be be included in your partnership, contact an org admin.
Partnership Event Pages
When a user visits the RSVP page for an event associated with your partnership, it'll look like most other event pages on ControlShift, except that it will include your organization's logo and/or name in the event details section. If a site visitor clicks on your organization's name or logo, they'll be brought to the partnership's hub page.
Additionally, depending on how the partnership is configured, the event pages may have an additional opt-in checkbox or a custom RSVP disclaimer below the I'm going button. These options are described in more detail below.
Event Host Tools
As a partner organization administrator, you'll also have access to the event host's management tools for any event included in your partnership. To access the event host tools, go to the event's RSVP page.
At the top of the RSVP page is a black bar with various icons. This is the host hub for this specific event. From this page, you can view attendee lists, edit the event, contact attendees, and update event settings. At the bottom of the event page is a forum where event hosts and attendees can interact (if the forum is enabled for the event). For an in-depth look at all of the tools available to you, please see the events help documentation in this help center.
Partner Signatures and RSVPs
When a petition or event is included in a partnership, the signature/RSVP form may be different than other petitions and events on the site. These changes are dependent upon your partnership's settings and may not be displayed for your organization.
With partnerships, org admins have the option of including an additional check box that allows users to opt-in or opt-out of your mailing list. This box can be pre-checked or unchecked and can have any label. Users who check the box before signing the petition or RSVPing to the event will be added to your organization's mailing list. Either in place of, or in addition to the checkbox, org admins can also specify a partnership-specific signature disclaimer. This disclaimer is normally used to inform signers that their information will be shared with another organization. We strongly recommend using either an opt-in or a partnership-specific disclaimer so that signers know how their contact information will be used.
When you export data or send an email from the partnership's management tools, the recipients and users in the export will only include the users who have opted into your mailing list.
If you have any questions about the ControlShift tools, contact the staff at your ControlShift-using organization or send us a support email to email@example.com.