Advocacy Setup

Advocacy set-up tools allow users to customize and manage the targets your supporters interact with for an Advocacy Campaign.

Target Pools

Target Pools provide a streamlined way to curate and reuse target lists across your Advocacy campaigns. Instead of selecting databases for each page, you can build a unified pool of targets that mixes databases and custom targets, then apply it to any Email to Target campaign.

Before you begin

• Ensure you have the necessary permissions under Data Management > Target Data > Target Pool.

• Custom targets should be uploaded or created in Manage Custom Targets before adding them to a pool.

Creating a Target Pool

You can create a target pool from the main management page or directly within an Advocacy page overlay.

Navigate to Pages > Advocacy Setup > Manage Target Pools.
Select Enter a Name (required) and a Description for the pool.
In the left section, select a database from the Select a database dropdown. You can choose from available databases or Custom Targets. To add an entire postal database, select To refine your selection, enter search criteria (e.g., First Name, Last Name, District, or Party) and select . Check the database articles for the expected values for the available filters
From the search results, select next to individual targets, or use the checkboxes to add multiple targets at once.
Review your curated list in the Target Pool section on the right. You can remove targets by selecting the X next to them. Select .

Managing Target Pools

The Manage Target Pools page lets you organize and maintain your saved pools.

• Foldering: Use the folder icon to organize pools by campaign or region.

• Search: Use the search bar to find pools by name.

• Actions: Use the icons next to a pool to Edit, Duplicate, or Delete it.

Using Target Pools in Campaigns

When setting up an Email to Target page, you can now select a Target Pool instead of individual databases.

Navigate to the Target Settings of your Advocacy page. Select the Target Pool button.
Select the pencil icon, and choose your desired pool from the dropdown list. Selecting a target pool will replace any existing target selections on the page.

Custom Targets

The Manage Custom Targets interface allows you to create, edit, and store individual targets that are not part of the standard databases. These targets can then be added to Target Pools for use in your Advocacy campaigns.

Creating a New Custom Target

Navigate to Pages > Advocacy Setup > Manage Custom Targets.
Select
Complete the Contact Info section, including Email Address, First Name, and Last Name. (Optional) Enter Additional Information such as Address, City, and Postal Code. (Optional) Add Biography Fields (e.g., Party, X Handle) to help filter this target in the Target Pool builder. Select .

Managing Custom Targets

The main listing page displays all custom targets. You can sort the list by First Name, Last Name, Position Held, Organization, or Email Address.

• Edit: Select the target name or the edit icon to update contact details.

• Delete: Select the X or delete icon to remove a target.