Add petition signups to supporter records for outreach
Add petition signups to supporter records for outreach
Your petition signups aren't added to supporter records, causing delayed outreach and missed mobilization. They are added to CRM records so campaign managers can launch targeted outreach same day.
Overview
Petition signups frequently arrive as unprocessed form entries, leaving campaign managers to manually import and segment supporters. This flow captures each signer into CRM supporter records and applies subscription and campaign tags so your team can launch targeted outreach the same day.