Launching Your Action Step 3: Customize the Action Form – AdvocacyAI

Customize the look and feel of your widget, collect more data from your advocates, and customize what happens after they take action.

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This section can have different options based on the action type you are creating. We’ll walk you through the basics, but you can find more information about action-specific settings in our other Action articles.

The following options let you customize the look and feel of the widget, the data you can collect from the advocate, follow up actions, and more! Read more about each section below:

Call to Action

Customize the text, colors, and buttons of your main call to action widget.

Thank You Page

Customize the thank you message after the advocate takes action.

Fallback Petition Copy

If an advocate cannot be matched with a target, they will be encouraged to sign a petition instead. Regardless, the advocate will be saved as a contact in your platform.

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The advocate will only see the Fallback Petition Copy if they cannot contact a lawmaker through an Email, Call, Social, or Letter campaign.

Customize Widget Settings and Options

The options below give you the option to ask the advocate for more data, give them flexibility on editing the content, displaying a goal for your action, or include an opt in.

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Advanced Settings: Encourage advocates to share more about themselves if they want to, or require them to provide certain details. Make Prefix, Company, Title, or Phone number optional or required.

Learn how to use Advanced Settings by opening this toggle.

At the top of the page, click the Settings icon next to the Save and View Action buttons.

Toggle the required field on or off, depending on your preference.

Select “Save Settings” to save your progress.

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Prefix is required by default and cannot be made optional if your Action targets federal lawmakers.

Action Points: When the advocate takes action, they will receive the amount of points specified. This can be used to measure how much engagement an advocate has had with your organization.

Collect Address: A form field that allows you to collect addresses from advocates. Customize it with the following features

Verify Address?: As the advocate types their address, the Google API will show them verified addresses to choose from.

Manual Address Entry?: Disables address search and lets the advocate type their address in manually.

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Tip: Enabling or disabling VoterMatch on your Action (Step 1: Setup) affects address collection in the following ways:

If VoterMatch is disabled: You have the option to collect the advocate’s Zip Code only.

If VoterMatch is enabled: Address collection is required and cannot be turned off.

Collect Business Information: Adds a Company and Title field for the advocate to fill out.

Collect Phone Number: Add a form field to collect the advocate’s phone number.

Add Custom Fields: Select up to 2 of your existing custom fields to ask the advocate as part of this form. Custom Fields can be added and managed in the Advocates section.

Opt-In Checkbox?: Include a custom opt in checkbox so your advocates can sign up to receive communications from your organization. You can fully customize the text and include hyperlinks.

Display Action Goal: To increase engagement, you can choose to display a target goal of actions. You can also customize the starting number if you do not wish to start from 0

Follow Up Actions

#1 Follow Up Actions (Action Chaining)

Chain multiple actions together. After completing this action, advocates will be shown or redirected to additional actions.

How to Set Up Follow Actions

Adding Follow Up Actions: Click the “Add Follow Up Action” button. In the pop up that appears, begin typing and select the action you want to chain. Confirm with the “Add” button.

Customizing Follow Up Settings: Click the settings icon to choose how follow up actions appear and exactly who they are shown to. You can edit:

Display Mode: Controls whether the next Action appears on the current Action Thank You Page, or if the advocate is redirected to the new Action immediately.

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If you chose “Redirect Immediately”, you can also auto-submit the form for the advocate so they don’t have to re-enter their name, email, and address.

Conditions: Controls which advocates are shown the follow up action, depending on their engagement. Choose between All Advocates, First Action Only, or High Engagement Only.

A/B Test: Based on the condition you set above, this setting lets you set a percentage of eligible advocates who will be shown the follow up action.

Changing or Removing a Follow Up Action: Click the “change” icon to replace the follow up Action with a different one, or select the trash icon to remove the current Action.

#2 URL Redirect

Redirect the advocate to an external site after they take an action.

Customize the Advocate Experience

Confirm Email: Will send the advocate an email verification email before they can take action.

Single Action Only?: Ensures the advocate can only take action once.

Kiosk Mode: After an advocate takes action, the form will not save the advocate’s information using website cookies. Ideal if you are displaying an Action in a booth or table for multiple people to engage with.

Once you are done, you can click on the “Save & View Action Page” button to launch your Action!

➡️ What's Next?

Your action is live! To share it with your community, create an AdvocacyAI landing page or embed the form on your website.

👋 Need More Help?

Reach out to us at help@advocacyai.com and we'll get you back on track!