Purpose
1.2. Collect signatures efficiently, ensuring signatory verification, timestamping, and real-time aggregation for campaign impact.
1.3. Facilitate compliance with privacy and data retention regulations, enabling transparent record-keeping and secure storage of signatory data.
1.4. Integrate notification, reporting, and progress-tracking functions to enhance coordinated advocacy efforts.
1.5. Amplify campaign reach by leveraging multi-channel communication (email, social, SMS, web, chatbots) and seamless stakeholder collaboration.
Trigger Conditions
2.2. Scheduled launch of advocacy campaign.
2.3. Receipt of specific keyword/command via internal or external communications.
2.4. Update or milestone reached in an ongoing campaign (e.g., specified number of signatures).
Platform Variants
3.1. Twilio (SMS)
• Feature/Setting: Message API; configure outbound SMS petition shares; automate via webhook to unique phone numbers.
3.2. SendGrid (Email)
• Feature/Setting: Transactional API; automate blast and triggered petition distribution; merge dynamic fields for personalisation.
3.3. DocuSign (E-signature)
• Feature/Setting: eSignature API; send petition documents, set required recipient role (‘Signer’), capture digital signatures.
3.4. Google Sheets
• Feature/Setting: Sheets API; append new signatures, timestamp entries, enable live dashboarding for progress tracking.
3.5. Salesforce (Nonprofit Cloud)
• Feature/Setting: Custom object/workflow rule; create and update Petition and Signature records; trigger follow-up tasks.
3.6. HubSpot
• Feature/Setting: Workflows; trigger emails based on petition engagement, log contact activity, segment by response.
3.7. Slack
• Feature/Setting: Incoming Webhook; post new petitions in advocacy channels; monitor and acknowledge signatures in real-time.
3.8. Zoho CRM
• Feature/Setting: Automation Rule; auto-create contact/leads from signatories, track petition campaign analytics.
3.9. Mailchimp
• Feature/Setting: Campaign API; distribute email newsletters with petition links, segment audience, auto-remove duplicates.
3.10. Facebook Messenger
• Feature/Setting: Messenger Bot API; auto-distribute petition links, gather digital signatures through conversational UI.
3.11. WhatsApp Business API
• Feature/Setting: Automated messaging flow; deliver petition content, confirm signature via reply, send broadcast reminders.
3.12. Microsoft Teams
• Feature/Setting: Connector webhook; distribute petition notifications, summarize daily/weekly signature stats in channels.
3.13. Airtable
• Feature/Setting: REST API; create records for each signature, link responses to campaigns, real-time views and filters.
3.14. Jotform
• Feature/Setting: Webhook integration; publish online petition forms, auto-send data to designated signatory repository.
3.15. Eventbrite
• Feature/Setting: Event Registration API; use petition signing as ticket registration, correlate data to events/campaigns.
3.16. Zapier
• Feature/Setting: Multi-app workflow; connect e-signature, CRM, and reporting in a unified automated sequence.
3.17. Google Forms
• Feature/Setting: Form submission trigger; auto-email verification, append signatures to Sheets, send reminders.
3.18. SurveyMonkey
• Feature/Setting: Webhook/collector; distribute branded online petition, aggregate results, auto-export signatures.
3.19. Typeform
• Feature/Setting: API/Webhook; present user-friendly petition interface, send completions to campaign dashboard.
3.20. ClickSend
• Feature/Setting: SMS/Email API; broadcast petitions, manage replies, parse responses for automatic inclusion.
3.21. Trello
• Feature/Setting: Card automation; create or move cards for each new signature or campaign milestone, notify team.
3.22. monday.com
• Feature/Setting: Automation API; update boards with signature data, trigger notifications on progress, assign campaign tasks.
3.23. Power Automate
• Feature/Setting: Flow automation; integrate petitions from SharePoint or Forms, distribute and aggregate signatures across channels.
3.24. Intercom
• Feature/Setting: Messenger API; trigger campaign outreach, embed petitions in chat, collect and sync signatory details.
Benefits
4.2. Enhanced transparency with tracked, timestamped, and auditable digital signatures.
4.3. Consistent data quality with automated entry and validation.
4.4. Reduced manual overhead and faster campaign turnaround.
4.5. Real-time analytics for campaign responsiveness and informed advocacy.
4.6. Seamless stakeholder updates and follow-ups, improving engagement and campaign success.