Phone2Action Help Center
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Best practice and answers from the Advocacy team

Manage Your Account

Learn about account activation, log in, message credits, organization settings and more.

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By Zach and 1 other2 authors10 articles

Advocates

Learn how to create, import, export, and tag advocates.

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By Tudor and 1 other2 authors10 articles

Campaigns

Learn about the campaign builder, campaign content, templates, designs, custom fields and campaign launching.

Zach Rhodes avatarTJosh Finley avatar
By Zach and 3 others4 authors36 articles

Email Broadcasting

Learn to use the email marketing tool, draft emails, send emails, and view email reports.

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By Zach and 2 others3 authors14 articles

Text Messaging

Learn how to build and send text messages, as well as text messaging compliance.

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By Zach and 1 other2 authors4 articles

Live Event Tools

Learn about the Live Map, Pledge Page and Randomizer (Contest) tools.

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By Zach1 author4 articles

Additional Platform Features

Learn about our more unique features such as the advocacy chat bot, action centers and conversation tracking pixels.

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By Tudor and 1 other2 authors4 articles

Reports and Analytics

Learn where to generate reports, tag sources to track advocate activity, export reports and install google analytics.

TZach Rhodes avatarJosh Finley avatar
By Tudor and 2 others3 authors9 articles

Integrations

Learn how Phone2Action integrates with other platforms such as Salesforce, Facebook and MailChimp.

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By Tudor and 1 other2 authors3 articles

Advocacy Best Practice

Power your digital advocacy efforts with our best practice guides for Social Media, Text Messages, Email, Advocate engagement during the legislative offseason, campaign launches, and more.

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By Zach1 author6 articles

Webinars

View all of our webinars on the Capitol Canary platform and digital advocacy here.

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By Zach1 author4 articles

SocialPulse

Learn how to manage your SocialPulse account, navigate the dashboard, and create posts.

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By Zach1 author5 articles
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