Resources

Case studies, proven practices, testimonials, and thought-provoking articles to guide you and your supporters to ignite change.

Client Case Studies

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The EEI Edge: Getting Hands-On With Technology

When COVID-19 reached U.S. shores, it represented an existential threat to restaurants. The National Restaurant Association had to step up and activate its 500,000 members, its employees and people in the communities they serve—and it turned to digital advocacy to do so.

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A Voice for Healthcare Support

The government affairs professionals at Providence have been navigating the advocacy space for decades, and in recent years began sharpening their digital advocacy skills. So, when the CARES Act came before Congress offering funding to support health care workers and their COVID-19 response, Providence was ready.

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The Value of Employee Advocacy

When the election was drawing near, Chevron sent an email to its 20,000 employees in the United States—about half its workforce—reminding them to cast their ballots.

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Mobilizing With Purpose

When COVID-19 reached U.S. shores, it represented an existential threat to restaurants. The National Restaurant Association had to step up and activate its 500,000 members, its employees and people in the communities they serve—and it turned to digital advocacy to do so.

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How Lime Represents Its Riders

When Lime wanted to make scooters and bikes available in New York, and especially on the crowded island of Manhattan, it had work to do. Advocacy work. Using email, text, social media campaigns—even messages in the Lime app—the company built a list of more than 5,000 advocates and launched six separate campaigns over more than a year.

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The Right Tool for the Task: How Expedia Group’s Advocacy Email Program Excels

Anyone looking for inspiration to improve email advocacy would be well-served to focus on Expedia Group. The global travel brand, which does business in more than 190 countries, operates well-known properties like Expedia.com, Hotels.com and Travelocity.com.

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How the Innocence Project mobilized thousands of advocates to stop an execution

For two decades, Rodney Reed has fought the justice system, maintaining his innocence in the murder of a Texas woman. The efforts landed him on death row, scheduled for execution by the state—until the Innocence Project got active.

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Combining Advocacy and Fundraising Made NEDA’s Numbers Soar

The National Eating Disorders Association (NEDA) created synergy between its fundraising and advocacy programs—and watched both increase in performance. Advocacy shows value to donors. Fundraising gives advocates a new channel for support.

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How AIM is Winning Champions in Congress

Things are changing at Alzheimer’s Impact Movement. The organization spent the last decade fighting for Alzheimer’s patients, but the response it gets today is different.

Whitepapers & Reports

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State of Nonprofit Advocacy

It was a turbulent year for the nonprofit sector. The extreme currents caused by a global pandemic, massive racial protests and a divisive election impacted everything from programming and membership to fundraising. There was no playbook for this.  Yet amid the chaos, advocacy shined. Scores of nonprofits embraced change, adapted quickly and recast their strategy to…

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State of Corporate Advocacy

Companies endured unprecedented challenges in 2020. The pandemic. The protests. The election. Government relations and public affairs pros faced consequential decisions at every turn. 2021 has posed new threats and challenges that have forced companies to take decisive action. There was a time when companies might have sat silent. Even 10 years ago, the common…

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Guide to the 117th Congress

The 117th Congress is filled with dozens of new faces. To help your organization meet new lawmakers and communicate on your issues in coming months, we have assembled biographical data from GovPredict on every certified member of the House and Senate. This downloadable, tabular reference, which you can share within your organization, will show you…

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7 Steps to Building Winning Advocacy Campaigns in 2021

There is much ahead in 2021, from a new administration and Congress to state legislative sessions. Major policy changes are ahead on pandemic relief, climate change, immigration and dozens of other issues. For advocacy organizations, now is the time to tune up your program. To help you get started, here are 7 steps to help…

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Show the Value of Your Program

In every corporate environment, teams are expected to report on progress and show return on investment. It’s how business units talk to the boss. Government Relations and Public Affairs teams are no exception. The metrics are different—sometimes less understood—but explaining your strategy, challenges and performance is vital to draw resources and grow your program. Our…

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Executive Summary for Corporations

2020 has been an unprecedented year. From the public health crisis to widespread protests and elections, we knew that this year’s State of Advocacy report had to be different.  The Phone2Action team spent three months analyzing data from 2019 and 2020 to understand the tectonic changes in advocacy that took place this year. What we…

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Getting Started in Advocacy

There’s no doubt that launching a program for the first time can be daunting, especially when expectations are high within your organization. It becomes far more manageable if you can break up the tasks and take them in order. This guide can help you do exactly that. Over the years, Phone2Action has launched hundreds of…

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Raising Money in a Challenging Time

Raising Money in a Challenging Time Fundraising is a crucial lifeline for many nonprofits. Motivating donors has never been more important than during the pandemic, which ushered in new rules and challenges. As one expert said, “there’s no playbook for this.” But there are strategies to be employed as the new fundraising landscape reveals itself.…

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From Physical to Digital: Hosting a Virtual Lobby Day

How to democratize lobbying, build community, engage supporters and harness momentum The COVID-19 crisis has forced many organizations to move their fly-ins and conferences to digital formats—and many are seeing solid results. Digital advocacy is soaring in the pandemic. Maintaining that momentum is important, and a comprehensive Virtual Lobby Day can do exactly that. Our…

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An Advocacy-Driven Approach to Email

Email is the engine that drives grassroots programs. Yet many programs are seeing open rates lag, with click and conversion rates in low single digits. If that describes your program, it may be time for a tune up. Download An Advocacy-Driven Approach to Email to learn how proper maintenance and email practices can bring about…

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Validating an Advocacy Program: Showing your Value & ROI to Leadership

In every association, departments are expected to report on progress and a show return on investment—and that includes government relations and public affairs teams. To draw resources, maintain and grow a healthy program, reporting the value of your work is essential. Our Validating an Advocacy Program white paper shows professionals how to explain your strategy,…

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Building an Employee Grassroots Program

Building an Employee Grassroots Program A major change is taking place in the political landscape: companies are getting more active in elections and public policy. A growing body of research shows that people trust employers and top executives as a reliable source of information, and want to hear from them on national issues. Many companies…

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Sharpen Your Advocacy in an Election Year

Advocacy is very different in an election year. Candidates take positions on issues daily, from trade and taxes to regulation of all kinds. The action moves fast. The debate gets noisy. Will your association have a voice? The answer depends on your ability to communicate with your members and activate your advocacy game. Phone2Action’s free…

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Sharpen Your Advocacy In An Election Year

Advocacy is very different in an election year. Candidates take positions on issues daily. The debate gets noisy. The action moves fast. Will your nonprofit have a voice? The answer depends on the strength of your advocacy game. Phone2Action’s free guide, Sharpen Your Advocacy in an Election Year, is designed to tune your program for…

On-Demand Webinars

How to Sharpen Your Advocacy in an Election Year

How to Sharpen Your Advocacy in an Election Year

Advocacy can be very different in an election year, and the consequences may never be greater than in 2020. Learn how to tune up your advocacy program for maximum impact before the primary season starts next year.

How to Engage When Legislators Are Out of Session

How to Engage When Legislators Are Out of Session

During a recess, lawmakers are often holding meetings, town halls, and making various public appearances. The best advocacy programs are planning their campaigns around these out-of-session periods, as it becomes easier to garner attention and generate awareness about your organization or cause.

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How To Use Ads For Advocacy

Digital advertising is a powerful method for organizations to share their advocacy campaigns with new and existing supporters—are you leveraging it for your advocacy efforts? Learn how to acquire, engage, and mobilize new supporters using digital advertising strategies.

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The State of Advocacy in 2019

We analyzed anonymous, aggregated data from hundreds of nonprofit organizations, associations, and companies that use our platform to identify unique insights about what works in digital grassroots advocacy—and what doesn’t. Get an inside look into trends and patterns in the data, and our predictions for the future.

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How To Effectively Manage, Analyze, and Map Your Key Contacts

Learn how to effectively manage your key contacts—including how to survey advocates, identify existing relationships, and track meetings between your organization’s leaders and lawmakers.

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When Digital Meets Physical: Effective Congress Fly-Ins

Learn how to host an effective fly-in—including how to prepare your advocates for legislative meetings, tactics that can be implemented post-event to maintain the momentum, and how to engage advocates who aren’t able to attend but are still interested in participating.

All in One Advocacy

How To Integrate Your Advocacy Program (Email, Social, & Mobile)

Learn how our clients brought their advocacy campaigns into the daily lives of their supporters, by leveraging the channels that people use every day, including Facebook Messenger and SMS/texting.

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How To Get the Attention of the New Congress

The 2018 Election resulted in a balance of power shift in the House, and the most diverse Congress in U.S. history. Learn the most effective ways to get the attention of the New Congress from the perspective of an advocacy group and a Hill staffer.

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Advocacy Tactics That Will Work In 2019

As we head into the start of the new year, we look at the advocacy tactics that worked in 2018 and the ones that didn’t, and ask the experts what they think will be most effective in 2019. Watch this webinar to hear from advocacy pros on what will work in the new year.

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Getting Ready for the 2019 Legislative Session

Does your organization have an advocacy roadmap for 2019? Whether your issue extends to Congress or state legislatures, you need a strategy for effectively advocating your position to elected officials.

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Win Your Issue by Influencing Regulatory Agencies with Public Comments

The federal regulatory process plays a crucial role in how the U.S. government carries out public policy, and it’s often overlooked in grassroots advocacy. Learn how to leverage public comments to win your issue.

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The Intersection of AI, Social Media, and Advocacy

Watch our webinar discussion with digital advocacy professionals, chatbot experts, and our very own chatbot product lead at Phone2Action about how to leverage tools like Facebook Messenger chatbots for social good.

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How to Successfully Drive Public Policy Discussions in Emerging Markets

Many emerging or recently emerged market categories differ drastically in market opportunity, target customers and business models, but they share one similar challenge—doing business in markets that have nascent public policy frameworks.

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It’s Fly-In Season! Tips to Maximize Your Event’s Success

Learn how to host an effective fly-in, including how to prepare your advocates for legislative meetings, tactics that can implemented post-event to maintain the momentum, and how to engage advocates before and after.

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Meet Gen Z: What Advocacy Means to the “We Generation”

Understanding why members of the “We Generation” are poised to be leaders in advocacy will be key for any organization that wants to exist in 10 years.

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Mobilizing Communities of Color

The collective power of communities of color to influence public policy decisions has grown exponentially as our country’s demographics have shifted. Hear how different advocacy organizations engage these communities of color to drive change.

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Communicating with Congress: A Hill Staffer’s Perspective

Hear from a senior legislative staffer on why congressional offices value constituent correspondence, and what kinds of messages have the biggest impact.

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2018: Your Best Year of Advocacy Yet

Welcome to 2018! Now is the time to take a hard look at your advocacy plans for the year and set yourself up for success.

Videos

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How the Innocence Project mobilized thousands of advocates to stop an execution

For two decades, Rodney Reed has fought the justice system, maintaining his innocence in the murder of a Texas woman. The efforts landed him on death row, scheduled for execution by the state—until the Innocence Project got active.

Phone2Action Overview

Get a quick overview of Phone2Action’s digital advocacy platform to learn how we can help your organization accelerate success in your grassroots advocacy and stakeholder engagement campaigns.

How the American Heart Association Uses Phone2Action for Mobile Advocacy

The American Heart Association used Phone2Action to make it easy for advocates to take action on their phones and get involved in passing a landmark health education bill in New York. In Fall 2014, New York passed a bill that sets the stage for action by the Board of Regents to have all New York school children complete hands-only cardio-pulmonary resuscitation (CPR) training.

Are Your State and Local Officials on Social Media?

We already know that 100% of Congress has a social media presence. But what about the state and local level? Watch this video to find out.

Podcasts

Digital Politics Podcast

Digital Politics Podcast: “When Activists Tell Their Stories” with Alex Przybelski

Reflecting on the past decade of social activism in the U.S., one of our client strategists discusses the state of civic engagement today and the future of political movements in an ever-growing digital world.

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Techie Bytes: How Tech and Politics Are Converging

Phone2Action co-founder and CEO Jeb Ory discusses how technology and politics are converging and shares advice for fellow entrepreneurs about overcoming the challenges of a SaaS startup.

Digital Politics Podcast

Digital Politics Podcast: “Power of Pop-Up Protests” with Ximena Hartsock

Our co-founder Ximena Hartsock discusses how technology has changed activism and protests in today’s digital age, and why tapping into the internet and social media is crucial for modern-day advocacy.

Digital Politics Podcast

Digital Politics Podcast: “Maximizing Impact of Fly-In and Legislator Days” with Erik Rosedahl

Learn about all the work that is necessary to ensure a successful fly-in. In the age of virtual activism, there is still nothing like looking a legislator in the eye and telling a compelling story to influence policy decisions.

Digital Politics Podcast

Digital Politics Podcast: “Best Practices for Engaging All Stakeholders” with Erik Rosedahl

Erik Rosedahl explains the need to understand different types of activists and emphasizes that just focusing on the number of supporters can be misleading.

Digital Politics Podcast

Digital Politics Podcast: “The Role of Social Media in Advocacy Campaigns” with Andrew Stanley

Andrew Stanley shares how advocates, organizations, and elected officials are using social media for advocacy.

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Empowered Patient Podcast: “Who is Joining in Healthcare Protests” with Brad Ellison

How healthcare activists need to educate and identify stories that will drive home their messages.

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Digital Politics Podcast: “Will the Tech Community Mobilize in Defense of Net Neutrality?” with Martyn Griffen and Christopher Arroyo

Martyn Griffen and Christopher Arroyo predict we will see protests related to the proposed rule changes for net neutrality.

Digital Politics Podcast

Digital Politics Podcast: “Protests, Flash Points, and Movements” with Jeb Ory

How movements come together, which ones become sustainable, and what counts as a successful protest or demonstration of disapproval, anger or support.