Advocate Notes Engagements

An Advocate Notes Engagement type can be created to allow advocates report back to you about meetings they have had with Elected Officials and their staff and the State and Federal level during Hill days, fly-ins, and other contexts.

Advocate Notes Engagements are also available as plugins you can embed on any website.

To get started, visit the “Engagements” page under the Engage navigation item and click the “Create Engagement” button highlighted by the blue arrow in the image below.

Select the Campaign that this Engagement will be assigned to and then select “Advocate Notes” from the “Engagement Type” drop-down menu and click the “Submit” button.

Follow the Engagement setup wizard as outlined in the Creating an Engagement video.

On the “Meeting Details” tab of the Engagement wizard select the date you expect the meetings to take place.  Your advocates will be allowed to edit the date when taking action.

Continue through the Engagement setup wizard as outlined in the Creating an Engagement video.

On the “Settings” tab of the Engagement wizard you’ll find the option have your Advocate’s Notes sent directly to your inbox.  Just enter your email in the associated field.

After the advocates submit their information it will be available for review and download on the Advocate Notes page of the Engage admin and will be emailed to you if you choose that option.

Please note: Your account will be equipped with a default “Advocate Notes” form your will be able to edit the form for customization and create multiple Advocate Notes forms from the Forms page of the Engage admin.