Welcome to your new account on AdvocacyAI! This guide serves as an overview of the system so you can easily navigate and understand the sections.

The Actions tab is the section of the platform where you will create Campaigns (embeddable action forms and landing pages where supporters can take action). This will be a core workflow in the system. Any reference to methods of “contact” will be from your Advocates to an elected official or custom target decisionmaker. This section is where you will both build these campaigns and track their success with automated reporting dashboards.

Activate is the section in the system where you will be contacting your Advocates. The tools in this section are designed for you to engage with your Advocates further to keep them aware of the Advocacy Campaigns or other Actions your organization may be taking. Any reference to “contact” is from your team, to your list of supporters that are opted-in to receive communications from you.

Activate is the section where you can create embed forms and landing pages for supporters to RSVP to events (in person or online). The tools in this section are designed for you to track all event data in one place.

Advocates is the section in the system where your person records, called Advocates, can be searched. This is where you can also further analyze the Audiences that are in your system to gain insight into your advocacy efforts.

Additionally, you will be able to create Tags in this section and build audience segments through filters.

Targets are the elected officials that receive the messages from your Campaigns. You will assign the Targets on the Campaign itself, but in this section you can see which Targets your Campaigns have successfully contacted. You can gain further insights like the rate at which individual targets open your emails.

Additionally, you can create your own Custom Target for non-elected official or someone not in the AdvocacyAI tool. If you need to add more than one Custom Target, you can even upload them here.

Account is the section where you select and store your Account’s settings. This includes any contact information for your organization, your design and branding elements, and your image library.

Additionally, you can add your Organization’s Context here, which will help the AdvocacyAI system better tailor its AI-generated messaging to fit the tone and content you want included. You can always edit the content generated, but spending some time on your Context to begin will save you time later!

This section also houses all of your Integrations within the system. This includes utilizing Meta Lead Ads and Google Tag Manager.

The Account section also is where you are able to review any Downloads or exports done in your system.

When you’re looking to get started in the system, you may need to utilize the Upload function to include any Advocates from previous systems.

Finally, your Advocacy Hub is setup and designed here. This is a landing page that you can create to look and feel like your website that includes multiple Campaigns you have ongoing in one easy place for Advocates.