Advocate Management

The Advocates section is your comprehensive supporter relationship management system. Track engagement, segment your audience, and build lasting relationships with the people who power your advocacy efforts.

Advocate Dashboard

The dashboard provides a complete view of your supporter base with:

• Searchable Database: Find any advocate instantly
• Advanced Filtering: Segment by location, engagement, and preferences
• Bulk Operations: Manage multiple advocates efficiently
• Export Tools: Download data for external use

Advocate Profiles

Each advocate has a detailed profile showing:

Contact Information

• Name and email address
• Phone number (if opted in)
• Opt-in preferences

Engagement History

• Campaign Participation: Which campaigns they've joined
• Submission Count: Total letters sent
• Last Activity: Most recent engagement
• Engagement Score: Calculated activity level

Geographic Data

• State and congressional district
• Local representatives targeted
• Regional campaign participation
• District change tracking

Advocate Categories

The system automatically categorizes advocates based on engagement:

Advanced Features

Filtering & Segmentation

Create targeted lists based on:

• Geographic Location: State, district, or region
• Engagement Level: Activity frequency and recency
• Campaign History: Specific campaign participation
• Opt-in Status: Email and SMS preferences

Bulk Operations

Efficiently manage large groups:

• CSV Export: Download filtered advocate lists by state, district, or engagement level
• Mailchimp Sync: Automatically sync opted-in advocates to your email lists
• Other Integrations: More CRM and email platforms coming soon

Activity Timeline

For each advocate, view:

• Complete chronological activity history
• Campaign participations with dates
• Message variations they've sent
• Social sharing activity
• Email engagement metrics

Privacy & Compliance

Data Protection

• Consent Management: Track opt-in status and preferences
• Export Restrictions: Only opted-in contact data can be exported
• Audit Trail: Record of all data access and changes

Building Your Advocate Community

Growth Strategies

1. Welcome Series: Onboard new advocates effectively
2. Engagement Campaigns: Keep advocates active between major pushes
3. Recognition Programs: Celebrate super advocates
4. Referral Incentives: Encourage advocates to recruit others
5. Exclusive Updates: Give advocates insider information

Retention Best Practices

• Regular Communication: But not too much
• Varied Asks: Different types of actions
• Impact Reporting: Show advocates their collective power
• Personal Touch: Segment for relevance

Integration Capabilities

Connect your advocate data with:

• Email Marketing: Sync with your ESP
• CRM Systems: Maintain unified records
• Social Media: Target custom audiences

Learn more about available integrations and setup.