Q: How do I manage my Hill Event?
A: Use the Event Manager in Knowlegis to create a new advocacy day event. Follow these steps:
- Click Add New “Advocacy Day” Event.
- Name the event, select the start and end date, select the officials involved, and click Submit Event Details.
Edit/Review “Advocacy Day” Event will take you to existing events. Click the magnifying glass icon next to the event you want to review.
Q: How do I schedule meetings with legislators’ offices?
A: You can either schedule the meetings yourself and enter them into Knowlegis’s Event Manager:
- Click View/Edit Appointments from the event’s page.
- Click Create Appointment, located under New Appointments.
- Select Elected Official or Committee based on the meeting type.
- For Elected Officials: Enter the elected official’s last name, the date and time, the name of the person the advocate will be meeting with, and the meeting location. The elected official’s staff and office locations will be listed in drop down menus to the right.
- For Committees: Select the Committee from the drop down menu. The committee staff and office locations will be listed in drop down menu to the right. Enter the date and time, the name of the person the advocate will be meeting with, and the meeting location.
- Indicate whether or not the meeting has been confirmed.
- Click Save.
Q: Do I have to set up the appointments myself?
A: No, you can send your attendee a link to the self-service appointment form. You can customize the form by following these steps:
- Click View/Edit Appointments from the event’s page.
- Click Customize Self-Service? Form, located under new appointments.
- Customize the text that will appear on the web form and click Submit Form Details.
- The URL appears below New Appointments.
- Distribute the Self-Service? Form to your advocates/members to collect their appointment information.
Q: I want to give my attendees meeting forms so they can fill in their notes from the meeting. I also want to have the attendees get answers to specific questions. How do I do this?
A: By creating Appointment Feedback Forms you can add specific Issue Questions and provide these forms as PDFs to your attendees. You can also make an online web form for feedback entry. Follow these steps:
- Click Add Issue Question, located underneath Issue Questions.
- Fill in the Question, your position, and the Description and click Submit Issue.
If you need to customize the feedback form, you can do so by following these steps:
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- Click Customize, to under Event Feedback and to the right of Feedback Form.
- Customize the text that will appear on the web form and click Submit Form Details.
- The URL appears under Event Feedback and to the right of Feedback Form.
Q: How do I enter in feedback I’ve collected?
A: There are two ways to have feedback entered. You can enter feedback internally, after having received completed feedback forms, or you can allow your advocates to enter feedback themselves, using the Feedback Form URL, located under Event Feedback.
To manually enter feedback:
- Click Enter Feedback, located under Event Feedback.
- Click the clipboard icon to the right of the scheduled appointment.
- Proceed to fill out the feedback form.
Previously approved or rejected feedback can be edited by clicking View/Edit.
To review new feedback:
- Click View/Approve, located under Event Feedback.
- Click the notepad icon to the right of the scheduled appointment.
- Click Approve, Reject, or Save Only to just save changes.
Approved feedback will be added as a new Grassroots Connection.
Q: Now that my Hill Event is over, how do I collect the attendees’ notes about their meetings with staffers and Members?
A: You can collect meetings notes using the reports feature in the event
- Go to View Event
- By the Event Details, click on Reports
- From here, you can run an Attendee report, a Feedback report, and a Position report
- Once the reports are run, they can be downloaded into PDF or Excel
NOTE: All feedback is stored as an advocate note in the Legislator Profile Pages