The Advocacy feature in Agorapulse allows Owners and Managers to invite internal employees and external partners to participate in campaigns as advocates. This article explains how to add, organize, and manage your advocates within the Advocacy section.
Each Agorapulse Advocacy add-on includes 50 advocate seats by default. If you need to increase the number of Advocates for your organization, please contact our support team. Advocates are grouped by type:
Internal – Employees within your organization
External – Influencers, brand ambassadors, or partners outside your company
For more information on creating an Advocacy campaign, take a look at this article.
This article explains:
Please Note: Only Owners or Managers have the ability to access the Advocacy feature.
How to create an advocate
Advocates can be added individually or in bulk using only their email addresses. Use the individual option to add one advocate at a time, or the bulk option to import multiple addresses.
Advocates can accept their invitation and participate in campaigns by following the steps in this article.
Note: Advocates will provide their first and last name when they accept the Advocacy invitation.
How to add an individual advocate
To create a new advocate from the Advocacy feature:
Click the Manage advocates icon
Click Create advocate on the top-right of the screen
Enter the advocate’s Email address and Locale (language)
English, French, Spanish, or GermanChoose the Type of advocate (Internal or External)
Click Create advocate
The advocate will be added to the Pending Invitation section of the Manage advocates page. You may add advocates to a campaign while their invitation is pending.
How to add advocates in bulk
To add multiple advocates at once from the Advocacy feature:
Click the Manage advocates icon
Click the dropdown arrow next to Create advocate
Select + Create in bulk
Choose the Type of advocate (Internal or External)
Paste or enter a list of advocate email addresses separated by commas
Click Add as internal/external advocates
The advocate will be added to the Pending Invitation section of the Manage advocates page. You may add advocates to a campaign while their invitation is pending.
How to view and manage existing advocates
In the Manage advocates section of Advocacy, you are able to view a list of all advocates, edit existing advocates and delete advocates. Each advocate list is separated by Internal, External and Distribution list.
In the list of advocates you will find two metrics:
Participation - Percentage of campaigns an advocate engaged with out of those they were invited to
Campaigns - Number of campaigns the advocate has been added to
How to edit an advocate
To edit an advocate from the Advocacy feature:
Click the Manage advocates icon
Click the Pencil icon next to the advocate
Make the required edits
Click Save modifications
Please Note: Only the Locale (language) can be edited.
How to manage an advocate
You can manage advocates individually from the list of advocates. Available actions include adding an advocate to a distribution list, deleting the advocate, or changing their advocate type (Internal/External).
To manage an advocate from the Advocacy feature:
Click the Manage advocates icon
Click the 3 dot menu next to the advocate
Select Add to distribution list, Delete advocate or Transfer to internal/external advocate
If deleting an advocate, confirm the action in the pop-up
How to use bulk actions to manage advocates
Bulk actions may be used in Advocacy to edit, delete and transfer advocates. It may also be used to add advocates to a distribution list.
To use bulk actions to manage advocates in the Advocacy feature:
Click the Manage advocates icon
Select the relevant advocates by checking the boxes next to their email addresses
To edit multiple advocates, click the Edit selected advocates icon at the bottom of the screen.
To delete, transfer, or add advocates to a distribution list, click the 3 dot menu to the icon and choose the desired action
How to create a distribution list in Advocacy
Distribution lists allow you to organize advocates into reusable groups for targeted campaigns.
To create a distribution list in the Advocacy feature:
Click the Manage advocates icon
Click the + icon next to the Distribution list header on the left side of the screen
Click the newly created list to open it
Click the pencil icon and enter a name for the distribution list
Click Save
How to add advocates to a distribution list
Once a distribution list has been created, you can add existing advocates to it. This can be done directly within the distribution list as described below or from the list of advocates (either individually or using bulk actions).
Please Note: Advocates can be included in multiple distribution lists.
To add advocates to a distribution list from the Advocacy feature:
Click the Manage advocates icon
Select the relevant distribution list from the left-hand menu
Click the Add advocates icon
Select the advocates by checking the box next to their name
Click Add to list to confirm
How to remove an advocate from a distribution list
You can remove advocates from a distribution list individually or by using bulk actions.
To remove an advocate from a distribution list in the Advocacy feature:
Click the Manage advocates icon
Select the relevant distribution list from the left-hand menu
If removing multiple advocates, select the relevant advocates by checking the boxes next to their email addresses
Click the 3 dot menu in bulk actions or next to the advocate
Select -Remove from this list
