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Create a Petition Page

Acquire new leads for your organization with petition pages

Petition Pages are a free tool included with every WinRed account that allows you to collect emails, phone numbers, and other information. They can be used as petitions around a certain issue, as general campaign signups on your website, or in many other creative ways.

Create a Page

This section will walk you through how to build a petition page so you can start collecting your supporter's information.

Click on the green Create Page button, and select Petition Page in the drop-down menu in the top right.


Page Setup

Once you have created your new page, you can name your page, change your slug, and enter other general information.

  • Page Name: A non-public name for your page to help you keep track of it.

  • Slug: This gives each page a unique URL that it lives at when you publish it.

Colors, Background, & Layout

This is where you can customize your petition page with colors, images, and logos. Expand the Colors, Background, & Layout element on the right-hand side.

There are three layout settings:

  • Page Steps: Select if the donation form should be either a Multi-Step or Single-Step. A Single-Step form simplifies the donation experience in fewer clicks and is easier to complete. It will have all of the steps to donate on the initial donation page. A Multi-Step form cleanly displays form fields across separate pages, presenting the information one step at a time.

  • Page Layout: You can select the Page Layout by toggling Floating or Double.

  • Form Position: If you want your Form Position to align to the left or the right, you can set this by toggling between the left and right arrows, or click center to have your page aligned in the center.

Customize your Form Colors: the Primary color adjusts the page's main buttons and links; the Secondary color adjusts the page's amount and checkbox buttons.


Logo

Here's where you'll be able to edit the Logo, the image on a desktop petition page, and the Mobile Banner Image, the image that will show up on the mobile version of the page.


You can view the difference to how the page appears with both images on the top left hand corner of the page, easily switching between views.


Call to Action

You can edit your call to action here. Use this field to tell your supporters why they should complete your Petition Page. You can use links, pictures, and customize the formatting.


Committees

On a petition page, lead data is only shared with you by default. However, with WinRed you have the ability to create Petition Pages with multiple committees.

How It Works

When you add other committees, any form submission will be shared as a Lead with all of the committees on the page.

Note: Please make sure to check with your legal team before using this feature.

Add a Committee

To add another committee, click the + Add Committee box.

Then, search for the group you want to add. Select your committee, hit save, and your page is ready to share leads!


Campaign

You can append a campaign to the page to help with tracking. For more information on campaigns, please refer to this doc.

Here's where you can add your standard or merchandise campaign.

Add Element

Would you like to add a page header? Custom fields? Something else missing? Click the green + Add Element button to add additional features to your page.

You can also add a widget here.

Widgets are powerful features that improve page conversion rates. You can widgets to petition pages to increase urgency and drive your supporters to complete the form.

Lead Information

Here's where you can personalize what categories appear on your petition page for users to fill out. The top three fields (First Name, Last Name, and Email) are set to Yes by default. You can toggle any of these fields on or off depending on your need.

Five fields will appear in this section in which you can set on your page.

  • Require Name: Select whether you'd like to make the First and Last name categories required

  • Require Email Field: Make the email field required for High Dollar or Entry Mode enabled pages

  • Display Mobile Field: If you toggle the Mobile Field to Yes, you will be given to option to allow users to opt into receiving SMS Messages, display an SMS Disclaimer, and whether you'd like this to be a required field. If you toggle the SMS Opt-In Disclaimer to yes, you'll be prompted to add an SMS Opt-in Call to Action and the Disclaimer. Learn more about that here.

  • Address: Select whether or not to make address details required on your page.

  • Enable Fundraiser ID: Allows for a Fundraiser ID, also known as Bundler ID, field to be visible on the donation page. Click here to learn about this feature.


Disclaimers

Page Status

When you have completed your page, click the green Save button on the top right corner. Then, you can click the grey draft button and toggle your page live.

You also have the option to require a password to view it. The grey draft button will turn green and say Live once it is live.

CSS Editor

If you want to modify cosmetic elements on your page you can customize this with the CSS Editor. Use at your own risk and always confirm your page works fine before sharing with your supporters.

Petition Pathways

WinRed’s Petition Pathways feature allows an organization to dynamically redirect leads from a petition to a donation page based on donor attributes.

Marketing

Navigate to the Marketing tab in the page builder. There are four Settings to edit here.

SEO

Specify this page's title and description for search engine optimization.

Source Code

If you add a value to the Source Code field, every donation made to that page will have that code associated with the charge in reporting. This is a great way to add another tracking layer to your pages.

Open Graph

Open Graph tags are what populate the preview when your page is shared on social media. All WinRed pages have default settings, but you can override them with these Settings.

You can add an Open Graph Image. An Open Graph Image is a picture that will be shown on social media when you post your page's link. The Open Graph defaults to the image below, but you can update that with your own image if you'd like.

X (Twitter)

Twitter uses its own settings to populate a page's preview within Tweets. All WinRed pages have default settings, but you can override them.


Page Settings

General

There are four General Settings on the page level:

  • Contributor Types: Set the type of contributors that can donate on this page, like Personal and PAC donations.

  • Enable CAPTCHA: This is an extra layer of identity confirmation. You can turn this on by toggling this to Yes.

  • Language: You can select a language for your Donation Page. We currently offer Spanish page translation for all the standard form text. You will need to translate custom text such as your Call to Action and Disclaimer.

  • Archive: Archive this page to remove it from your My Pages list.

Confirmation Page

When a supporter fills out your firm, you have a couple of options for what they should do next.

Confirmation


Selecting confirmation means that the donor will end on the petition page and will be shown a message and some options that you can customize.

  • Confirmation Text Box: You can write a thank you note here for the person to see.

  • Display Custom Button: Direct leads to an additional link after they submit their information.

  • Social Media Profiles: Here, you can add your Twitter and Facebook profiles to direct users to follow your social platforms.

  • Video Embed Code: Include a video message by dropping a video embed code here.

Redirect

This option allows you to send supporters to a different URL. For example, you can send them to a donation page to encourage them to give right after they fill out your form.

To do this add the URL you want to send them to.

If you are using UTMs to track performance you can persist them through the redirect by toggling on the option on.

Here you can also replace standard UTMs with WR UTM. These are non-transformed UTMs that help maintain a Google Analytics session, thus passing unbroken data to GA.

Additionally, you can show lead information in the URL on the redirect.

View and Share Page

When you are finished, remember to click Save at the top. You can always preview what your page looks like to the left of the page elements.

At the top of the page builder, there are three actions you can take to view and share your petition page.

Save, View Page, and Set Page Live

  • Live pages can be seen by anyone, meaning that they will show up when searched via Google, Bing, etc.

  • Draft pages can only be seen by logged-in members of your team.

  • Password-protected pages can only be seen by people who enter a password you set. (These are great for sending pages around for approval).

Copy the URL

If you want to copy a page link, click the Copy URL button found under the save button within the page builder.


QR Codes

Download the QR code for your Petition Page by selecting the QR Code button next to the copy button located at the top.


Duplicate Pages

If you want to duplicate a page, click the duplicate button found under the save button within the page builder.

Otherwise, simply head back to the My Pages tab, click the ellipses on the desired page, and choose Duplicate Page from the drop-down menu.

Page Tags

Page tags can be easily added to a petition page to help organize it and improve navigation and searchability. They can be added within the page builder by clicking the tag icon next to the duplicate page button.

Up to ten tags, each with twenty sub-tags, can be created per account. Up to three tags, including both tags and sub-tags, can be added to each page. You can read more about this feature by clicking the button below.

Download Leads

There are two ways that you can download your Leads.

This option lets you download for that page only.

Alternatively, Go to the People tab at the top left of your screen and click on leads. Here, you will see all the leads you have acquired across every page.

Questions?


If you have questions or are unsure on any of these steps, please reach out to our support team by clicking the red chat box a the bottom right corner of your screen.

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