Instructions

To create a new Custom Contact for an Advocacy issue, navigate to Advocacy then either select New Custom Contact under Quick Actions or Custom Contacts under Reps & Custom.

On the Custom Contacts listing screen you can review any previously created Custom Contacts and create new.

On the Custom Contact creation screen, enter as much data about the contact as you have.

Note that the more information entered about the Custom Contact, the higher likelihood that advocates will be able to contact them.

Navigate to the Social tab to enter their social media contact info.

Below is a new custom contact after they were created.

After Custom Contacts have been contacted by Advocates, you will see the record of their interaction in the Actions tab.

• Advocacy
• Email Campaigns & Web Forms: How to Add System/Global Tokens and Conditional Blocks
• How to Create a Petition
• Advocacy: How to create an audience for a communication initiative
• Advocacy: Creating Advocacy Issues
• Advocacy: Managing and Customizing Navigation Bar of Advocacy Landing Page
• Advocacy: How to Add Labels to Advocates (Tags, Groups and/or Opt-in Lists)
• Advocacy: How to Manage Communication Opt-In Lists for Action Alerts
• Advocacy: Adding Notes to Actions
• Advocacy: Display Vanity URLs/ Domain as Default
• Advocacy: How to create an advocacy message that is only partially editable by advocates
• Advocacy: Location filters for Advocacy actions (listing screen) reporting
• Advocacy: How to manage the auto-response email from advocacy action alerts
• Advocacy: Using Google Tag Manager/ API for tracking of Advocacy Campaigns