Help for Administrators
Documentation for Organization Administrators
Getting Started
- Domain Name Setup
- Next Steps for Your Organization's New ControlShift Instance
- ControlShift Glossary
- Adding Additional Administrators
- Sendgrid Configuration
- For New ControlShift Administrators
Petitions
- Admin View of Petitions
- Admin Settings for Petitions
- Tracking Signature Sources
- Configuring Post-Signing Actions
- Custom Petition Fields
- Customized Social Sharing
Moderation
- Moderation Workflow for New Petitions
- Moderation Workflow for Events
- Moderation Workflow for Local Groups
- Moderation Workflow for Emails
- Moderation Workflow for Edited Petitions
- Moderation Workflow for Ended Petitions
Decision Makers
Partnerships
Efforts
- What are Efforts and Landing Pages? (and how do I decide which to use?)
- 1. Overview and Initial Set Up
- 2. The Effort Admin Page
- 3. Effort Landing and Hub Pages
- 4. Member Experience of Efforts
- 5. Effort's Settings
Landing Pages
- What are Efforts and Landing Pages? (and how do I decide which to use?)
- 1. Overview and Initial Setup
- 2. The Landing Page Admin Page
- 3. A Landing Page's Hub and Landing Pages + Member Experience
- 4. Landing Page Settings
- 5. Landing Page Leadership Settings
Advanced Tutorials
- FAQ: Character Limits
- Facebook Messenger Sharing
- Labels
- WhatsApp Sharing
- Homepage Metadata
- Organization Settings
I want to...
Video Tutorials
- Video: Petition and Email Moderation Tools
- Video: Creating an Effort
- Video: Creating Landing Pages
- Video: Successful Petitions
- Video: Supporting Additional Languages
- Video: Introduction to Groups
Events
- Automatic Emails to Events Hosts and Attendees
- Introduction to Events
- Offline Host Recruitment
- Petition Events
- Calendars and Calendar Events
- Group Events
Groups
- Introduction to Groups
- Creating a Local Group Collection
- Members' Experience of Groups
- Managing Group Collections
- Events Run by Groups
- Groups, Meet Petitions
Subscription Statuses
Updating Organization Specific Text
- Updating Elements on the Home Page
- Updating the Footer
- Updating Content on the Petition Creation and Signature Pages
- Updating Content in the Petition Creator Tools
- Updating Default Email Text
- Updating Content Included in the Efforts Page