Consent & DNC per channel
Opt-outs and do-not-contact lists are enforced per channel, so suppression follows the supporter across every action.
Every signature starts a relationship.
Clean Water Coalition/Actions · Catalog
New actionLive actions
5
across channels
Responses (30d)
4,563
Landed on records
100%
first-party
Follow-ups due
61
this week
Petition
2,847 signatures
Pledge
512 pledged
Survey
1,204 responses
Phonebank
3 shifts open
Text
742 contactable
1,118 contactable
Relational
86 enrolled
Every action type carries an honest lifecycle · demo data
Petitions, pledges, surveys, and outreach programs with real lifecycles — and every response lands on the supporter record for follow-up.
The operating loop
1Choose the action
One catalog of actions, each with an honest lifecycle.
Petitions, pledges, surveys, phonebanks, text and email drives, and relational outreach live in one catalog. Every action carries a real state — Draft, Scheduled, Active, Paused, Completed — so staff and supporters always see where things actually stand.
- Seven action types, one consistent workspace
- Lifecycle states are honest, not decorative
- Live counts on every action at a glance
Clean Water Coalition/Actions · Catalog
New actionLive actions
5
across channels
Responses (30d)
4,563
Landed on records
100%
first-party
Follow-ups due
61
this week
Petition
2,847 signatures
Pledge
512 pledged
Survey
1,204 responses
Phonebank
3 shifts open
Text
742 contactable
1,118 contactable
Relational
86 enrolled
Every action type carries an honest lifecycle · demo data
2Launch the campaign
Publish a petition supporters actually finish.
Build the public page, set the goal, and track signature progress against milestones that trigger real deliverables. The same page renders on mobile for supporters while staff watch results come in — one campaign, two honest views.
- Signature progress against a clear goal
- Milestones with their own Completed / Scheduled states
- Public mobile page beside the staff results view
Clean Water Coalition/Petitions · Protect the Reservoir
PublishActivePublic · slug: /clean-water/reservoir
Signature progress
2,847 signaturesGoal 5,000
Milestones
1,000 signatures
Delivered to city council
2,500 signatures
Press statement released
5,000 signatures
Hearing testimony packet
Public preview
Protect the Reservoir
Tell the council to keep our drinking water clean.
2,847 of 5,000 signed
Full nameEmail
Sign the petitionPaid for by Clean Water Coalition
3Capture responses
Every response lands on a real supporter record.
A signature, a survey answer, a phonebank commitment, or a pledge all attach to the same canonical record — with the consent captured at the moment of the touch. First-party engagement becomes the start of a relationship, not a row in an export.
- Signatures, surveys, calls, and pledges on one record
- Consent captured with the response, per channel
- First-party touch attributed to the originating action
Clean Water Coalition/Contacts · Recent responses
Add noteResponses (7d)
1,864
On a record
1,864
every one
New supporters
612
Consent captured
1,204
Responses landing on supporter records
RG SMS + Email
Rosa Guerra
Signed · "Top priority for my family"
TB Email only
Theo Brand
Survey · Ranked water quality #1
NW SMS + Email
Nia Ward
Phonebank · Committed to testify
SO Email only
Sam Okoye
Pledge · Will attend the hearing
First-party touch → supporter record → conversion, attributed to the originating action
4Follow up
Turn a first action into a next step, automatically.
Enroll new responders in a follow-up that waits, checks contactability, and reaches out on the channel they've consented to — then creates a task for staff. Watch enrolled, active, completed, and errors so nothing slips between the action and the follow-up.
- Contactability branch picks SMS or email honestly
- Creates staff tasks instead of dead ends
- Enrolled, active, completed, and error counts in view
Clean Water Coalition/Automations · Post-action follow-up
ActiveEnrolls new responders automatically
Action taken
petition signed
Wait 1 day
delay
Contactable?
branch
SMS follow-up
if SMS consent
Email follow-up
otherwise
Enrolled
612
Active
118
Completed
466
Errors
4
review needed
ActiveCompletedFailed
Consent and lifecycle are built into the action.
Honest lifecycle states
Actions move through real states — Draft to Completed — so nothing looks live when it is not.
Responses return to one record
Every signature, answer, and pledge lands on the canonical supporter record, ready for the next touch.
Permission-gated exports
Exporting supporter data is governed by role-based permissions, so access matches responsibility.
Explore the connected tools and workflows that extend the work above.
Give every supporter a next step
Launch the action, capture the response, and follow up on one record — with consent built in.
Sign a petitionRSVP to an eventStart a fundraiserKnock doorsPhone bankFollow a causeVolunteerLaunch a campaignText supportersShare your story