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7 Best practices for successful advocacy campaigns

No matter what kind of advocacy your organization is dedicated to, leaders need these 7 essential best practices to connect with supporters, foster vibrant communities, and mobilize their people to take action.

August 03, 2023
6 min read

Whatever your cause, the work comes down to bringing people together and giving them a reason to act. Here are seven practices to help you build campaigns that do both:

1. Establish goals and set your focus

Every campaign needs a clear finish line. A specific goal, like recruiting 50 new volunteers or gathering 1,000 signatures, tells your team what matters most and keeps everyone pulling in the same direction.

Then map how you'll get there. Most goals depend on supporters taking a series of steps: first hearing about you, then taking a small action, then doing more, and eventually helping lead. Organizers call this a ladder of engagement. When you can see each step, you can meet people where they are and invite them one step up, instead of asking everyone for everything at once.

Quick tip: Write down what each step looks like for your campaign, from following along to volunteering to recruiting others. Then you’ll know exactly what to ask of each supporter next.

2. Put all of your people in one place

Your supporters might live in a dozen places: a donor spreadsheet, an email list, event sign-in sheets, a volunteer’s phone. Bring them together in one list, and you can finally see your whole community, including who shows up most and who you haven’t heard from in a while.

Then look for the groups within it. A few questions help you see them:

  • How involved are they? A first-time petition signer and a volunteer who’s been with you for years are at very different places.
  • Who are they? Parents, students, local business owners, and members each care about different parts of your work.
  • Where are they? Location matters when your cause has a local angle, or when you’re inviting people to show up in person.
  • What have they done with you? Donors, volunteers, and event regulars each have their own history with you.

Consider starting with how involved people are. It’s the split that tells you how much to ask. Newer supporters need a small, easy first step, while your most committed people are ready for more. Ask everyone for the same thing, and you’ll ask too much of some and too little of others.

Quick tip: Don’t try to build every group at once. Choose the one split that matters most for your next campaign, write a message for each side, and build from there.

3. Build your online home base

Every email, text, and social post needs somewhere to send people. Your website is that one place all of your people land, where they can sign up, donate, and take action on your terms.

Give each page one clear ask: the one thing you want a first-time visitor to do. Make it the most visible thing on the page, and keep sign-up forms short, asking only for what you’ll use.

Then think about where that information goes. If your website and your supporter list are separate tools, someone has to copy each new sign-up over by hand, which works for a handful of people but falls apart fast. Look for a website whose forms save each person’s details straight into your supporter list, often called an integrated CRM. Then a website visitor today becomes someone you can reach tomorrow.

Quick tip: Look at your homepage like a first-time visitor. Within a few seconds, is it clear what you do and how to get involved?

4. Make your website easy to find and trust with a custom domain

A web address that matches your name is easier to remember, share, and trust than a long or generic one. This is called a custom domain. It signals that you're established and here to stay while offering you full ownership and control over your organization’s online presence.

Search engines generally view custom domains as more credible compared to subdomains or free domain options. This can contribute to better visibility and higher rankings in search engine results, helping you reach a wider audience. 

Quick tip: If you have never connected a domain to a website before, it can seem daunting. NationBuilder offers a step-by-step guide to walk you through this process. Keep the instructions open in one window and your site settings in another, and work through it with an experienced organizer.

5. Harness the power of effective communication

Effective communication is key to engaging and mobilizing supporters. But not everyone reads their email. Some people respond to texts, others scroll social media, and others show up to events. Using a mix of channels means more of your community actually hears from you.

Each channel does something different, so use each for what it does best:

  • Email tells the story and gives people room to learn more.
  • Text cuts through when something is urgent or time-sensitive.
  • Social media extends your reach and shows the energy around your work.

Then make every message feel like it was written for the person reading it. Start with the groups you identified earlier: someone who's donated three times and someone who just found you shouldn't get the same email.

Quick tip: Add a personal touch, like someone's first name or the last event they attended. Small details make a message to many feel like a note to one.

6. Uncover leaders among your supporters

Your next leaders are already in your community. They're the people who show up early, bring friends, and ask how else they can help. Invite them to contribute ideas, give feedback, and take ownership of part of the work. Sharing the load broadens your reach and gives people a real stake in what you're building.

When you spot them, match the next step to what they're good at. A great writer might draft your posts, and a natural connector might host a gathering. That beats asking everyone to fill the same role.

Quick tip: Recognize your top recruiters and contributors publicly. It thanks them for what they've done and shows everyone else what leadership looks like. Learn more about growing your supporter engagement with gamification.

7. Fuel your mission

Make giving easy. A simple donation page with as few steps as possible means more people finish what they started, and more of them give again.

Then pay attention to who gives and why. Notice which campaigns inspire people to give, and do more of what moves them. Watch for people who give again and again, and for those who both give and volunteer. They're among your most committed supporters.

Knowing this helps you thank people well and ask at the right moments, instead of sending every donor the same appeal.

Quick tip: Keep each gift on the same record as everything else that person does with you. Tracking that by hand gets heavy fast, so use a tool that updates each supporter's record as they give, volunteer, or RSVP. Then you can pull up your most committed people, like donors who also volunteer, and thank them for all of it.

Start with your people

Strong campaigns aren’t built all at once. They’re built one goal, one list, and one conversation at a time. So start small this week: write down your next goal, bring your people into one place, and send one message that feels personal. Then keep going.

If you'd like tools built for exactly this, try NationBuilder free for 14 days.


Erica Rissi

Erica Rissi

Hi, I’m Erica! 👋🏼 I’m NationBuilder’s Content Marketing Specialist and a self-proclaimed cheerleader for the people, campaigns, and movements working to strengthen their local communities.

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