To deliver your petition, click on the "Report & Delivery Options" tab on your petition's manage page. We offer two options for delivery.
Delivering petition signatures via email
For email delivery, enter in the email address of your target and click the "Send" button. This will send that email address the letter all of your activists signed addressed to the target, as well as a PDF with all of the petition signers' names and ZIP/postal codes, as well as any comments they added on the petition.
You can use email delivery as often as you'd like, and your target will be sent a PDF with up-to-date signer information. So you can enter the same email address more than once over a period of time to deliver the petition multiple times and show your target how it's growing, or you can enter in different email addresses separately and deliver your petition to multiple targets.
Downloading petition signatures as a CSV
If you choose physical delivery, you can download a spreadsheet in CSV format with your signers' name, email address, mobile number, address, city, state, ZIP/postal code, country, referrer, source code, timestamp, and comments. Optionally you can choose a start or end date and only download signatures in that range, and you can also add additional custom field columns that are not present on the petition itself, to pull additional data into the download.
You can use that spreadsheet to do your own mail merge or other analysis on your signers to get them ready for delivery.
If a report has previously been generated you can directly download that report again, instead of waiting for a new one to generate. The date and time when it was generated will be listed, so you can understand how fresh or stale the data in that report will be. Click "Download" to download it directly, or click "Generate" to generate a new report, with fresh data, and be emailed when it's ready for download.
Viewing latest 100 activists
Finally, you are able to preview the latest 100 action takers and their data in a table above the reporting buttons. This table will show all the data that would be downloaded by the report buttons, so you may not even need to generate or download at all!
You can also remove activists' submissions from here. This will also remove the action from their activist record. Check off the box next to their name or check off 'all' in the top right. Then click 'remove submissions' on the left.
Giving report access
You can choose who can download form answers in the ‘Report Access’ section. Any administrator of your group will have access to this section. But you can give additional people access to these petition signatures by typing in their email address and sending them an invitation. They will not be able to edit the action, only access the ‘report & delivery options’ tab. This can be useful if you’re working with another organization on a co-sponsored petition or you want to give someone like your executive director a list of all your subscribers.
When you send the invitation for someone to access the petition signatures, they will receive an email with a link to create an account (if they don’t have one already), a link to view the report, and instructions not to delete that email. As the administrator, your email address will be in the reply-to, so they can contact you with any questions. You’ll receive an email when they’ve accepted the invitation. They will have limited view of the action manage page, and only be able to view the the form, the last 100 action takers, generate a new report, or download the last generated report.
As the administrator, you can scroll down on the ‘Report Access’ tab to see the ‘People with Access’ section. Here, you can see who still has not accepted access and created an account — they will have two buttons next to their email address that allow you to ‘resend invite’ or ‘cancel invite’.
You can also see who currently has access to the report. You’ll see a red ‘remove’ button next to their name, which will remove access from the report. If you remove them from report access, if they try to access the report again they will be redirected to their dashboard.