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

2. 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

3. Benefits Seamless customization More effective messaging Greater supporter engagement

4. 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

5. 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

6. 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

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

8. 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

9. Question Filter Re-direct Filter for how supporter answers a question Example: –‘Please select your age’ –Supporters between 25-50 see different message vs. supporters 51 and older

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

11. Questions?

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