☑️ Organization mission

☑️ Default contact email

☑️ Legal disclaimer (if applicable)

☑️ Branding, both logo and primary color

☑️ Social Sharing

☑️ Image, title, description, even a hashtag

☑️ Facebook Pixel and Google Analytics

☑️ Promotion by Mobilize and other organizations -- 15% of all Mobilize signups come from promotions!

☑️ Automated check-in for virtual events

☑️ Automated Weekly Newsletter

☑️ Ensure the connected VAN API key will not expire mid-campaign

☑️ Verify Activist Codes, Event Types, and Statuses in the integrated committee are configured accurately for Mobilize

☑️ Map all Mobilize Event Types to the corresponding VAN Event Types that will be utilized throughout the election season using the + Add Event Type button

☑️ If syncing Promoted events, repeat the above instruction

☑️ Confirm the Activist Codes and Survey Questions configuration in the corresponding dashboards and committees

☑️ Double check the orgs you are promoting are still the orgs you want to be promoting during the 2024 electoral cycle

☑️ Check in on your “Filter promoted events” tab and make sure the filters you have set are going to be the right ones for the election ü Make sure you’re being promoted by Mobilize (if you’d like to be)

☑️ If you find that you are not being promoted on mobilize.us and want to be, reach out to [email protected]

☑️ Make sure your “post-signup donations” link is set up and up to date if you would like to make small donation asks of your supporters -- there have been over 11k post-signup donations averaging $30 per projected donation!

🔥 Tip: If you enter an ActBlue page or an NGPVAN fundraising form, we'll try and use one-click FastAction or Express Donate where possible.

The bread and butter of organizing – Mobilize Scheduled Events can be virtual, in-person, or hybrid. They can occur once or have multiple “shifts” or timeslots.

Anytime actions engage supporters on their own time, with meaningful action. These can be anything from advocacy-based emails or phone calls to sharing social media content, utilizing our URL redirect to share recorded content, driving engagement with external links (register to vote by mail!), and more! Configure Activist Codes for Anytime Actions to create lists for re-engagement and outreach.

Use these actions to list build, engage supporters with quick easy actions, grow volunteer groups, and more! Sync these to an activist code to easily segment lists in NGP VAN/ EveryAction

You can use Tags to specify information or themes about the Event or Action. This can help categorize the engagement opportunities on the organization's Event Feed!

These customizable fields can be used to gather additional information from the supporter upon event signup. Fields that can be created are Checkbox, Dropdown, Short answer, and Long answer. These fields can be created by admins and used in the event creation process by admins and organizers.

Checkbox Additional Fields can be synced to an Activist Code in VAN!

This is the central destination for an organization’s events and actions, allowing supporters to easily discover actions. The event feed will surface events to the supporters that are in closest proximity first, followed by virtual events today and quick do-anytime actions, organizations can also highlight priority events which will appear at the top of the feed.

Promotions allow your events to appear on Mobilize.Us, let other organizations share your events with their supporters, and allow your organization to share events from like-minded partner organizations on your Mobilize feed.

Keep supporters engaged by utilizing Mobilize Event Suggestions! These can be customized if you have priority events, otherwise, Mobilize will suggest upcoming events to your supporters. These suggestions will occur immediately after the supporter signs up for an event, along with subsequent automated recruitment that Mobilize can send.

The Weekly Automated Newsletter is a fantastic way to automate event recruitment and engage supporters. Mobilize will automatically send a newsletter on behalf of your organization on Thursday afternoons. These newsletters are customizable,

which makes it a terrific way to keep supporters updated on upcoming events and actions.

The “Bring a Friend” ask is a simple easy way to tap into supporters' social network. This is easily enabled in the event or action creation process and will appear post-signup and in other automated reminders and nudges.

UTM parameters can be used to track how and where supporters are engaging with the event feed or signup pages. This allows you to track how email recruitment vs social media recruitment performed.

The Mobilize post-signup donation ask is easy to configure from the Fundraising tab. Once this has been set up the donation ask can be turned on or off per event and will appear post signup as well as in other automated reminders and nudges.

Event campaigns are a great way to empower supporters to become leaders in their communities by hosting their own events or actions and organizing their own groups.

It also gives admins the ability to templatize the event creation process (including the ability to preset event types, date-range, and tags), approve events before they're published, and generally have broad oversight over supporter-created events.

27% of all events and actions hosted on Mobilize have been volunteer-hosted, with 11% of all signups coming from volunteer-hosted events!

Co-ownership allows two different organizations to edit and manage events as if they were both the owners. Co-owned events will appear on both co-owners' event feeds and both co-owners will have full visibility into the events' data. All event data will flow into any integrated CRMs for both co-owners (such as VAN/EveryAction).

This is an excellent feature to use when working closely on an event or multiple events with a partner organization, but it also works well for large organizations with multiple child dashboards.

Mobilize's EveryAction integration for fundraising allows organizations to host fundraising campaigns (for donation asks directly in the Mobilize action feed) and events (for donate-to-RSVP signups) on Mobilize, as well as peer-to-peer fundraising events and campaigns. These events and actions are powered by EveryAction’s fundraising pages but managed through Mobilize.

This provides a unified experience for volunteers and donors as they can engage with all events, actions, and fundraising opportunities in one place - the organization's Mobilize action feed.

An organization can connect their Zoom license to their Mobilize dashboard to provide a seamless virtual supporter experience. The Zoom integration will automatically register supporters for Zoom meetings and webinars and Mobilize will send personalized Zoom links to supporters to ensure event details are kept secure.

This integration lets you configure zaps from Mobilize to Zapier-compatible apps when one of the following triggers occurs:

This integration is in beta, and we would love your feedback!