Petition Pages are free tool included with every WinRed account that allows you to collect emails, phone numbers, and other information, They can be used as a petition around a certain issue, as a general campaign signup on your website, or many other creative ways.
Table of Contents
Build a Page
- Widgets
- Advanced
Build a Page
This section will walk you through how to build a petition page so you can start collecting your supporter's information!
To make a new petition page click on the Pages taband then the My Pages sub-tab.
Next, click on the green Create New Page button, followed by the Petition Page option in the drop-down menu.
Page Setup
With your new page made, you start in the Page Setup tab where you can name your page and enter other general information.
Add Page Details
Give your page an Internal Name, a Public Title, and a Slug:
Internal Name: A non-public name for your page to help you keep track of it.
Public Title: The title of the page that donors can see.
Slug: This gives each page a unique URL that it lives at when you publish it.
Call to Action
Next, enter your Call to Action. This field is used to tell your supporters why they should complete your Petition Page. You can use links and pictures and customize the formatting. You can also change the text that displays on the Submit button by editing the Submit Button Text field.
Campaign & Source Code
You can append a campaign to the page to help with tracking. For more information on campaign please refer to this doc.
Another advanced tracking method is Source Code. This field will get added to every lead that comes in on your page. You can either enter a static, default field here or you can enter it dynamically via a URL parameter: ?sc=[VALUE].
Disclaimers
Any disclaimers you need to include can be added here. Check out this doc for more information on setting up disclaimers in your account and on pages.
Page Status
When you have completed your page this is where you will set it live. You have the option to set it live and to require a password to view it.
Creative & Layout
This tab is where you can customize the way your donation page looks with colors, images, and logos.
Form Colors
The Primary color adjusts the page's main buttons and links.
The Secondary color adjusts the page's amount and checkbox buttons.
Form Layout
Floating vs Double
This sets how the form appears to the donor. Floating appears as a single column whereas double shows the form fields on one side and the call to action next to it as two columns side-by-side.
Form Position
This determines if your form appears on the right, left, or center of the screen.
Mobile Image
This image is what appears at the top of the page when your donor is looking at your page on mobile.
Desktop Logo
This is the image that will appears at the top of your form on desktop. On mobile, it gets replace by Mobile Image.
Background
You can choose to upload a background image or have a solid color. The background image will take priority over the color.
By selecting the gear icon in the right-hand corner, you will see the option to make the background image fixed. If toggled to yes, the background image will not scroll with the page.
Video Embed Code
You can embed a video on your page. To do this you need to grab the embed code of the video.
Each video platform is different. On YouTube you would click the 'Share' button under the video and then click the embed option.
Then grab the code and place on your page!
Example embed code:
<iframe width="560" height="315" src="https://www.youtube.com/embed/id253EajOFs" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
Committees
By default a petition page shares the supporters data only with you. 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.
Important: Please make sure to check with your legal team before using this feature.
Add a Committee
To add another committee, click the green "Add Committee" box.
Then search for the group you want to add.
Finally hit save and your page is ready to share leads!
Form Fields
Here you can decide which fields you want to include in your petition. 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.
The Mobile Field allows you to collect SMS opt-ins. Learn more about that here.
Custom Fields
WinRed allows you to add Custom Fields to your pages. You can use these fields to gather extra data about your supporters or whatever information you need on your form.
Confirmation Page
When a supporter fills out your firm, you have a couple options as to where they go next.
Confirmation
Selecting confirmation means that the donor will end on our platform and be showing 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 — If there are links you want to give your supporter the option to go to, you can use custom button. For example you can send them to your WinRed storefront!
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.
Widgets
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.
Advanced
The advanced section has a ton of extra customizations you can use.
SEO Settings
This is the description that appears in search engines. We recommend using less than 150 characters.
Open Graph & Twitter Graph Settings
These settings determines how your page will appear when shared on social media, via text, or other platforms that show a preview. The twitter section dictates how links appear on Twitter.
Language
CSS Override
If you want to modify cosmetic elements about your page you are able to do that with the CSS override. Use at your own risk and always confirm your page works fine before sharing with your supporters.
View and Share Page
At the top of your screen you have a couple important options.
Save and View Page
To save your page as you modify it, make sure you hit the green save button often. When you want to see your progress you can click the view page button next to it.
Copy URL and QR Code
At the top left of your screen under the page title you have the option to copy the page URL or the QR coded.
Download Leads
There are two ways that you can download your Leads.
Option 1 — Head to the page itself under My Pages, find the page you want to download for, click the three dots, and click export leads
This option lets you download lets for that page only.
Option 2 — Go to the People tab at the top of your screen and click on leads. Here you will see all 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.