Help for Administrators

Getting Started

• ControlShift Glossary
• Getting Started with ControlShift
• For New ControlShift Administrators
• Two-Factor Authentication
• Adding Additional Administrators
• Configuring Notification Settings

Documentación en Español

• Calendarios
• Tipo de acción de la petición
• Moderación
• Alianzas
• Esfuerzos

Petitions

• Admin View of Petitions
• Admin Settings for Petitions
• Tips for Creators
• Tracking Signature Sources
• Configuring Post-Signing Actions
• Custom Petition Fields

See all 19 articles

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

See all 8 articles

Decision Makers

• FAQ: Decision Makers
• Adding and Switching Decision Makers
• Engage Decision Makers

Partnerships

• Tutorial on Partnerships
• Partner Events and Calendars
• Help for Partner Admins

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

See all 14 articles

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

See all 9 articles

Events

• Introduction to Events
• Petition Events
• Calendars and Calendar Events
• Group Events
• Virtual Events
• Offline Host Recruitment

See all 13 articles

Groups

• Introduction to Groups
• Creating a Local Group Collection
• Members' Experience of Groups
• Managing Group Collections
• Events Run by Groups
• Groups, Meet Petitions

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Platform Settings

• Email Communications Opt-In
• Domain Name Setup
• Customizing Your Site With Themes
• Sender Authentication Configuration
• Privacy Settings
• Setting Disclaimers and Opt-Ins

Advanced Tutorials

• Updates to Two-Factor Authentication
• Running Google Ads for Petition Creation
• Help for Translators Getting Started in Crowdin
• Local Organizing Map
• Regions
• FAQ: Character Limits

See all 22 articles

Deep Dives

• Helping supporters find your site
• Email Deliverability Guide

I want to...

• ... Encourage members to host house parties in support of a particular issue
• ...Hold a national day of action
• ...Pressure lawmakers to support a piece of legislation
• ...Run a distributed campaign with member-created petitions

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

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Subscription Statuses

• Understanding "Unsubscribe"
• Manual Unsubscribe
• Global Unsubscribes
• Track Unsubscribes

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

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Donations in ControlShift

• Donations in ControlShift
• Raisely and ControlShift

For New ControlShift Administrators

• For New Admins: Introduction to Events
• For New Admins: Introduction to Groups
• For New Admins: Introduction to Petitions
• Petition Creator Tools
• Experience for Petition Signers
• FAQ: How do I change the images / petitions on the homepage?

See all 7 articles