Use Mobilize checkbox additional fields to capture supporter data and sync it to your action platform in two ways:

Option 1: Apply an Activist Code

Option 2: Record a Survey Response

❗ Use one or both methods depending on how you plan to segment supporters in VAN/EA.

🟢 Your VAN/EA committee is connected to your Mobilize dashboard;

🟢 Your event types are configured in VAN/EA and in the VAN Settings tab in your Mobilize dashboard

As an Admin, you can manage and add additional signup fields to your organization’s library. To get started, navigate to the Additional fields tab in your dashboard:

To create a new additional field, select Create new field. For each field you create, you will need to fill in the field name, label, and type. To create a field to apply an activist code or survey response in VAN, select the type Checkbox, seen below.

Next, you can choose to configure an activist code, survey response, or both.

Step 1: Configure activist code in VAN/EA

Activist codes should be configured in VAN/EA the following way:

If all three things are true, you're ready to move on to the next step.

Note: To remove an activist code from a Mobilize dashboard, Administrators can change the Activist Code Status field to Archived or Inactive in the Action Platform committee.In the Action Platform committee:

Step 2: Configure activist code in Mobilize

When creating your checkbox field, navigate to Select Activist Codes under VAN Activist Code Settings and select the activist codes you'd like to apply in VAN/EA for supporters who check this field when signing up for an event.

In the screencap below, the selected activist code "Snacks volunteer" is listed along with its VAN ID. You can assign as many activist codes to each checkbox field as you'd like.

After creating a new checkbox field, it will be visible in the Additional fields tab of your dashboard. To add an activist code to an existing checkbox field, select the Edit button next to the field, select the activist code you'd like to add, and then select Save edits when you're done.

Attendees who check your checkbox field when signing up for your event will have the assigned activist code applied to their contact record in VAN.

Step 1: Configure survey question and response in VAN/EA

The survey question and at least one response option will need to be configured in VAN.

Step 2: Configure survey response in Mobilize

One checkbox can map to multiple survey questions, but it records just one response per survey question. When configuring your additional field, navigate to VAN Survey Mapping Settings and select the survey question you'd like to use and the response that will be recorded for supporters who check this field when signing up for an event.

Use the Survey Response Report in your action platform to generate a list of specific survey responses.

Once additional signup fields have been added to the Field library, admins and organizers will be able to add up to three additional fields when creating and editing events:

Note: To ensure signups for for Interest Forms, Pledges, Petitions or Groups will have checkbox field activist codes applied in VAN/EA. You'll need to do one of the following:

Mobilize signup forms already collect essential contact information like name, ZIP code, and email address, which will be pre-filled for any supporter who has taken action on Mobilize previously. Additional fields will always appear on the signup page under these standard fields, as seen below.

The volunteer data you capture with additional fields contains valuable information about your supporters. Sync checkboxes to activist codes or survey responses to save that data on your volunteers' profiles, use it to pull lists, and more. Here are some examples of how you can use the integration: