Access and Share Advocacy Links

Overview

This new functionality allows you to generate and share advocacy links directly with your advocates, eliminating the need for them to log in in order to start spreading the word about your campaign.

Key Benefits

• Streamlines the advocacy process by removing login barriers
• Allows direct distribution of unique advocacy links to supporters
• Tracks advocate activity — the clicks, dollars, and donors they generate from this unique links — even without account creation

Step-by-Step Guide

1. Upload Advocates

• Navigate to your campaign settings > Advocacy > Advocates
• Click "Upload Advocates" or “Add Individual Advocate” 

• Use the provided CSV template to upload your advocate list in bulk
  • Column Headers:
    • constituent_id
    • first_name
    • last_name
    • email

2. Access Advocacy Links

• After upload, advocacy links are automatically generated for each constituent, displayed next to each advocate’s name.
• Advocate links are distinct to each campaign
• Export Advocates: 
• This will export all advocates for the campaign, including Potential, Invited, and Active
• View data on whether the advocate has registered, last login date, activity, and more.

3. Share Links with Advocates

• Copy individual links directly from the Advocacy Management Dashboard
• Export all links via CSV for bulk distribution

• Merge short links into emails to registered and non-registered advocates.

Frequently Asked Questions:

• Will the advocacy activity show on the campaign page?
  Yes! If an advocate shares the link you provide, the activity they generate will show on the campaign page. There is a brief lag between when a click or gift is generated and when that shows on the campaign page.

• What if an advocate already has an account?
  No problem! The advocate can still login and may choose to still do so (especially if they want to add a personal video). If the advocate logs in and copies their advocacy link from the campaign page or advocacy dashboard, that’ll be the same unique URL as what is now accessible on the back end. If they share the link you provide or login and copy a link, all advocacy will be tracked to the same person. 

• What if an advocate creates an account after I share the link with them?
  No problem! Advocates can still create an account. As long as the email address uploaded via the Advocacy settings is the same email used to create an account, we ensure all of the advocacy action is tracked to the same constituent.

• Now that advocates don’t have to create an account, what is considered an ‘active’ advocate?
  We mark an advocate as ‘active’ within your dashboard when an advocate:
  • Generates a click, dollar, or donor via their link
  • Logs in sometime after the campaign launches
  • Opts-in via the links sent via the advocacy management emails.
  • Creates a match or challenge

Questions? Reach out to support@givecampus.com