Welcome to the Summer Training Series Today we will be focusing on Re-direct & Filter Tools

Areas we will be covering Benefits of re-direct & filter element Overview New features Different Filters –Form Field Validation –Contact Validation –Contact Data –Question Response Form Dependencies

Benefits Seamless customization More effective messaging Greater supporter engagement

Overview Re-direct supporters to another action, static page, or specific message template Tailor where supporters are re-directed by setting up filters Required Fields –Reference Name –Priority –Re-direct Location –Re-direct Type

New Features New Icon –Under build > message content, a small icon on the side of any message indicates that a ‘redirect and filter’ is in place – helps you to see which message will be displayed to your supporters –Remove icon and message redirect by deselecting any under build > redirect and filter Automatic rotation of messages

Form-field Redirect Filter for form data associated with the supporter Example: –Province = British Columbia –When supporter submits British Columbia as their province, they will be re-directed to campaign specific to their province

Contact Validation Re-direct Filter for constituency of supporter Example: –Supporters in Abbotsford see different instructions and message vs. supporters in Ajax-Pickering

Contact Data Filter Re-direct Filter for biographical data associated with Political contact Example: –Depending on political party of candidate, supporters will receive a different message to send –Note of thanks OR message urging them to support issue

Question Filter Re-direct Filter for how supporter answers a question Example: –‘Please select your age’ –Supporters between see different message vs. supporters 51 and older

Dependencies Overview of form dependencies Make forms more interactive by adding conditional behaviour –Display / Hide –Redirect to campaign / Redirect to URL –Display textfield –Calculate

Questions?

Thank you! The next in the series will be Recent Updates to Political Exchange Wednesday, July 3rd 10AM EST / 3PM