Turf for Moderators and Events

With some customization, you can assign turf to your moderators and events and customize the moderation search experience to exclusively show events that are within a moderator’s turf.

We’ll walk through one way to do that here. Implementation consists of creating a new custom user field and customizing your campaign moderator, event create, and moderator event search pages with custom JavaScript.

1. Decide on turf allocation

The event’s turf will be a custom action field, but the moderator’s turf can be either a custom user field or custom action field. Custom user fields are easier to work with in templates, imports, and queries, but would be awkward if users moderate multiple campaigns. For this tutorial, the moderator’s turf is stored as a custom action field.

You’ll need a consistent method for assigning turf to events and moderators. A simple approach is city and state, like:  

city:seattle state:wa 

In this tutorial, volunteer moderators will be assigned events in their own city and state to moderate.

2. Customize campaign volunteer template to assign turf to moderators

Customize the event_volunteer.html template to add a custom action field named action_turf as a hidden field: 

<input type=”hidden” name=”action_turf”>

Next add JavaScript that applies your turf allocation logic when a user volunteers to be a moderator. 

As this tutorial uses city and state, it’s necessary to customize the User Form Fields of the page to require city and state. When a user submits the form, city and state are pulled from the form fields or from user details already in the database. 

<script> 

function nameTurf(city, state){ 

   return “city:” + city.toLocaleLowerCase() + ” state:” + state.toLocaleLowerCase(); 

 

function setTurf(){ 

   var city = $(“[name=city]”).val() || ‘{{user.city}}’;

   var state = $(“[name=state]”).val() || ‘{{user.state}}’;

   var turf = nameTurf(city, state); 

   $(“[name=action_turf]”).val(turf); 

}

function actionkitBeforeSubmit(){ setTurf();} 

</script>

3. Customize event create page to assign turf to events

Customize the event_create.html template to add a custom action field for turf as a hidden field:

<input type=”hidden” name=”action_turf”>

Then add JavaScript that applies your turf-naming logic and fills in that turf field as a user creates their event.

<script> 

function nameTurf(city, state){ 

   return “city:” + city.toLocaleLowerCase() + ” state:” + state.toLocaleLowerCase(); 

function setTurf(){ 

   var turf = nameTurf($(“[name=event_city”).val(), $(“[name=event_state]“).val()); 

   $(“[name=action_turf”).val(turf); 

function actionkitBeforeSubmit(){ setTurf(); } 

</script>

4. Customize event moderator search to prefill the user’s turf into the search parameters, then run the search

On the moderator event search interface, a number of search options are hidden under Advanced Search. That includes the Text String search which looks for a string in a variety of fields, including custom fields.

Customize the event_search_moderator.html to add JavaScript that pulls in the moderator’s turf and fills that into the Text String before kicking off the search.

This would go directly above the existing JavaScript that submits the search form:

{% if signup.campaignvolunteeraction_set.first.custom_fields.turf %}

    $(“#id_search_text”).val(‘{{signup.campaignvolunteeraction_set.first.custom_fields.turf}}’);

{% endif %}

5. Hide advanced search options if moderators shouldn’t change search options

In the off chance that moderators shouldn’t be able to see or edit the advanced search criteria such as the prefilled text string, CSS can be added to the event_search_moderator.html  template that hides the advanced search toggler:

 <style>

  #ak-advanced-toggle {display: none}

 </style>

6. Notify moderators when a new event is created in their turf

Notifications to moderators can be customized so that moderators only receive notifications about events in their turf. This is achieved by configuring the “To” address of your notifications so that an email from a relevant moderator is selected. 

Here is a customized To that can be used when notifying a single moderator that an event was created in their turf:

{% for signup action.event.campaign.moderator_signups|shuffle %}

   {% if signup.campaignvolunteeraction_set.first.custom_fields.turf = action.custom_fields.turf %}

      {% remember moderator.email as recipient_email %}

   {% endif %}

{% endfor %}

No notification is sent if a matching moderator is not found.

Merge queries [https://docs.actionkit.com/docs/manual/events.html#more-customizations] can be used to email moderators about events in their turf, but that’s not covered here.

The steps are the same if you’re assigning turf on more complicated criteria checked as part of Text String search, which includes description, directions, note to attendee, staff notes, and creator name and email. 

Text String search does not check the district of the event. However, the notification in Step 6 could be configured to only match moderators within the same district as the event.  This would be achieved by checking if the event’s district was equal to the user’s district instead of checking the custom fields for turf.

Setting Up Your Re-engagement Program

List hygiene is a key piece to maintaining your deliverability. ActionKit provides a Re-engagement tool to help you automate the process of identifying disengaged users, protecting them from your normal mailing stream, and adding them to a special re-engagement list so that you can send them targeted re-engagement emails and eventually unsubscribe the non-responders.

Learn more about setting up your re-engagement program below:

Mailing Testing Using Test Groups

Mailing test groups allow you to do head-to-head testing for mailings.

They protect you from common testing errors by ensuring that the targeting is consistent, that the randomized samples are of similar sizes, that the targeted users do not overlap, and that the mailings send at the same time.

They also provide specialized reports to compare mailing performance, and the ability to click to pick the winner.

Learn more about using the mailing test group feature below:

Analyzing the Performance of Your Welcome Series

1. Click on the Mailings tab and scroll down to Sent Mailings. Click on a sent recurring mailing.
2. Click on Edit Series or See Reports.

Here, you’ll be able to click on links to reports for:

  • Overall rates for this series (or all series)
  • Rates broken out for each individual send
  • Subject test results
  • Clicks by link

RELATED POSTS:
How do I create a welcome series for new members?
How do I create the second mailing in my welcome email series?
How do I edit my welcome email?

Editing an Email in Your Welcome Series

You’ll periodically want to make changes to your welcome email to update the content or reference new campaigns, etc.

1. Find your mailing

Recurring mailings are shown in the scheduled section on the mailings dashboard. In the status column you’ll see the next scheduled send time.

find a scheduled mailing

2. Copy and then stop your mailing

You can’t edit a live recurring mailing. To get to a draft you can edit, you must either stop or copy your mailing.

If you copy the mailing, your current welcome email will continue to go out while you make your edits.

If you stop the existing mailing, nothing will go out until you’ve saved a new mailing in association with the schedule.

If you do decide to copy the mailing, you can make your changes, schedule the edited mailing, then submit and confirm the mailing. On the very last section — the proof and send section — you’ll then notice that ActionKit will have automatically stopped the original mailing you copied, since a recurring schedule can only be associated with one mailing.

copying a recurring mailing

RELATED POSTS:
How do I create a welcome series for new members?
How do I create the second mailing in my welcome email series?

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How do I see a report showing the performance of the first recurring welcome series over time?