Digital Advocacy 101: How It’s Done

Whether you’re an organization or company engaged in a campaign, or in advocating for a specific policy or cause, there is rarely a break in the action these days. When it comes to “rallying the troops,” off-seasons no longer exist, which means your advocacy teams must be prepared, at a moment’s notice, to leverage digital space to spread the word and mobilize advocates.

Sending emails or text messages, making phone calls, creating social media campaigns — whatever it takes, organizations must be able to move quickly and efficiently to target their intended audiences in support of a campaign or cause.

With deep-bench expertise in advocacy, CiviClick knows just how important the digital component of any successful effort is. But we want everyone else to be aware of its import as well as what it takes to fully ramp up an advocacy campaign. You simply can’t do it without digital tools.

So, welcome to Digital Advocacy 101, complete with the details you’ll need to step up your game.  

What It Is, and Why It’s Important

As noted in an earlier post, digital advocacy, quite simply, is the use of technology to create, promote, and mobilize support for a cause or campaign. Those engaged in the practice employ a whole host of tools, including their own websites as well emails, text messages, online petitions, social media, and virtual events.

While traditional advocacy, including face-to-face meetings, is still highly effective and, indeed, crucial for campaigns, the digital component, over the past decade, has evolved into an indispensable means of bolstering campaigns. Why? Because it is:

  • Quicker than traditional advocacy, reaching more people in a relatively short span of time — especially considering the magnitude of leads and contacts on your advocacy list.
  • Scalable. One email or text can go out to an entire list, then be forwarded to others by supporters. And, on social media, a video can be shared — and potentially go viral — reaching well beyond your list. The same is true of digital narratives, which appeal to younger, highly active audiences prone to sharing on social media.
  • More efficient, thanks to digital advocacy software making it possible to store all in-house info in a central, searchable, and highly functional location. If you need to identify active supporters, or advocates in a certain location, it is relatively easy to do.

There’s a reason so many companies and organizations have made digital advocacy, via social media especially, a crucial part of their daily efforts. As a couple of examples, see what the American Childhood Cancer Association and the Red Cross are doing.

Depending on what you’re promoting, digital advocacy campaigns can be relatively simple or quite complicated, or somewhere in between. Whatever the goal, there are a handful of steps essential for carrying out a digital advocacy campaign.

Know What You Want

Planning is everything. House-builders need blueprints, triathletes need to know their routes. So make sure to take the time necessary to prepare for your campaign. Establish measurable goals, set a timeline, know exactly how you’ll communicate and meet all the requirements necessary to launch a campaign.

First and foremost, do not have unrealistic expectations. And make sure that the team and tools at your disposal are sufficient to handle however long the campaign may take: a couple weeks, three months, or more. For longer-term goals, you may want to recruit a healthy number of advocates and/or reach out to those policymakers or legislators who can ultimately be of help.

Your Toolbox and Target Audience

Among the essential digital advocacy tools are: a database to maintain your list; email and text messengers to communicate; a website enabling advocates to take action; and an analytics suite to track progress and optimize performance. Advocacy software does all of those things in one place, and it is always the first step. A proven, reliable, easy-to-use system helps guarantee you have the capabilities you need. It also provides the technical support for success.

First, though, know your target audience. From the get-go, identify the advocates who will help spread the message. For some campaigns, you might send a call to action (CTA) to your entire list. For others, it might just be supporters in a single state or region. Choosing the right advocates is extremely important, seeing as you’ll be attempting to engage those most likely to take action. 

Also keep in mind that legislators, if they’re on your list, will listen to their constituents; so that’s who should be sending them emails or letters. Otherwise, you’re wasting time and energy.

Your Message and Advocacy Activities

Carefully craft your message. You need to know what you want to say and what imagery you will use when launching a campaign. And, again, plan ahead of time. If you know your organization’s position on an issue, creating messaging and having it approved in advance can speed up campaigns. Consider too what it will require to mobilize your audience. While some may respond to a simple request, others may need education to get up to speed on an issue.

If you do have to create messaging spur of the moment, you can still be proactive by setting up an approval process ahead of time, so that you can go from 0 to 60, draft to launch, expeditiously.

Once your team is in place, an audience established, and the messaging down, it’s time to launch your campaign’s advocacy activities. CTAs are guided by what works best for the situation and your audience. So they could include advocates signing a petition, sharing materials (such as videos), contacting legislators, or other requests.

Here are several additional ideas:

  • Host fundraising events via social media (e.g., Facebook, YouTube, Instagram) and your website.
  • Offer webinars to raise awareness about your cause.
  • Conduct outreach activities, such as calling and texting supporters, donors, and other stakeholders to garner support.
  • Engage in texting and email campaigns to keep people updated about your campaign or cause.
  • On social media, conduct live sessions with experts.

Ups and Downs, and How to Handle Them

As with everything in life, digital advocacy comes with challenges. Your audience members, for example, may experience digital fatigue and, in turn, be difficult to mobilize. Some may engage on certain issues, not on others. The best campaigns successfully navigate obstacles and continually motivate advocates without being too aggressive.

The rhythm of a campaign is especially important. Email or text too often, advocates may ignore your messages. If you don’t do it enough, they may forget why your issues are important. A winning strategy focuses on specific channels and includes a timeline for what to post and when. These strategies also help boost performance:

  • Educate your audience. Messaging should include links to appropriate resources, like studies and data backing up your assertions. It may also include links to personal stories and your campaign page, where they can find out more or sign up for notifications.
  • Choose the correct channels by knowing where your target audience spends its time. Are emails or texts more effective? If social media is the way to go, which platforms?  You want to match your digital tools with the ways your audience communicates.
  • Send appropriate messages. People don’t act unless they’re connected to an issue. Whether enlisting advocates, sharing info, or reaching out to policymakers, make the message relatable. How does an issue affect them? Why would a change benefit them?
  • Recruit grasstops advocates. These are usually high-profile people who’ve shown interest in advocacy and have close relationships with policymakers and legislators, people who, once you share impactful information with them, can help boost campaign performance.
  • Re-engage advocates. By tracking campaign activity, you can find ways to reactivate advocates who haven’t taken action and increase their participation. See who’s acted the fewest number of times, then provide them with resources designed to energize them.

Assess Your Campaign

After your campaign is done (or is put on hold or is shifting gears), it’s important to evaluate its performance. If you have, indeed, set measurable goals from the outset, you can look back and assess whether or not the goals were or have been met. As mentioned above, with the right software, you’ll have insights into which efforts yielded the most impact so that you can optimize your strategy moving forward.


Digital advocacy is no longer a sidekick to traditional advocacy. It’s a crucial part of any advocacy efforts, so long as you employ the appropriate tools and set up teams able to handle them. While it doesn’t substitute for traditional advocacy, it hones, quickens and makes more effective those efforts.

But digital advocacy is not easy. You need a team focused on digital tools and how to use them, and your messaging, audience and ways of communicating must be mapped out ahead of time if you want to succeed. And always assess how the campaign is doing so that, afterward, you know what worked and didn’t work and can adjust for future campaigns.

Taking all these steps will help to ensure that your organization’s advocacy efforts are more efficient and effective than ever before. Don’t ignore digital advocacy; embrace it. 

Reasons to Engage in Digital Advocacy

If there’s one thing the pandemic taught us (and it taught us many things), it’s that digital advocacy is a necessity when it comes to promoting a cause and/or seeking change. At the height of the pandemic, when we weren’t able to do anything in person, we did everything online—networking, advocating, fundraising, political campaigning, and selling products and services.

As a result, all of us, not just members of the generations weaned on digital tools, got used to using them. And the upgrades to technology were constant.

Today, there’s no going back. And there shouldn’t be. While digital advocacy will never completely replace face-to-face efforts, it serves as a lightning-quick, scalable, and powerful addition to traditional advocacy. For these reasons, we’d like to share what you should know about digital advocacy—if, indeed, you want to ramp up your own advocacy efforts, whether you’re a company, association, or nonprofit.

What is Digital Advocacy?

Digital advocacy is the use of technology to mobilize support for a specific cause or campaign. Digital advocates utilize a wide variety of tools, including, but not limited to, emails, text messages, online petitions, social media, websites, and virtual-event platforms.

Some organizations subsist solely on digital advocacy, sometimes by covering issues that appeal to hundreds of thousands, if not millions, of advocates worldwide. But in most cases, digital advocacy is a complement to traditional advocacy methods, enabling users of digital tools to amplify their dedication to a cause.

For example, the Virginia Nurses Association, which, at the height of COVID, leveraged its website to lobby their governor to establish safety protocols for both patients and healthcare workers, has a page dedicated to online advocacy. Among its offerings are ways to take action, receive alerts, learn about policies, and reach out to legislators.

The point is, digital tools shouldn’t be used willy-nilly, or simply because they’re “cool.” As with traditional advocacy, each tool serves a specific purpose and should contribute positively to an organization’s overall efforts.

What You’ll Need

So, what “tools” are we talking about? Big Picture-wise, they should include: a database to maintain your list of advocates; either a staff member or a team capable of sending out emails and text messages; a website enabling advocates to take action; and an analytics suite to track progress and optimize performance. We’ll get into more detail about that last one below.

Meantime, as with any traditional advocacy campaign, including those for nonprofits, you should take a few basic steps when setting up a digital advocacy campaign. They include:

  • Identify your audience, meaning your fellow advocates. Keeping their interests, skills, and expertise in mind, who would best serve as supporters of a specific cause or campaign? 
  • Know exactly what it is you want to say about an issue or cause in emails, texts, and on social media. Also, think about the imagery you’d like to use. Words alone don’t do the job; you need to capture people’s attention with visuals.   
  • Use social media platforms to help engage supporters effectively. For instance, Facebook, Instagram, and X (formerly known as Twitter) can be great tools for connecting with potential allies on a personal level.
  • Identify calls to action most suited to your cause. They could include recruiting advocates, reaching out to legislators, organizing a rally, or getting out the vote.  
  • At some point during the campaign, and definitely after it’s finished, evaluate your performance. What worked and didn’t work? How can you improve for the next campaign?

This is where analytics come in handy. Choosing the right advocacy software is essential to an impactful program. Many software programs, including our own CiviClick, are designed to help manage supporter relationships and keep track of which advocates can best contribute to specific efforts.

What You Should Do

While digital advocacy should be tailored to fit your organization’s ultimate goal or goals, there are several strategies common to just about every successful digitally-supported campaign. First, keep these things in mind:

  • Establish realistic goals. Don’t shoot for the moon. Formulate concrete, measurable goals, whether around fundraising, mobilizing supporters or moving legislation forward.
  • Create appropriate content. Once you’ve identified your target audience, develop content that speaks to those folks and provides them with reasons to care about and join your efforts.

When it comes to content, you also want a coherent strategy, one that focuses on appropriate social media channels and contains a timeline with plans for what to post and when. It is then very important to send relatable messages, educate your audience, and continually re-engage them so that they don’t forget about your cause.   

If possible, you should also identify and engage grasstops advocates, individuals who are established leaders, politicians or celebrities, or all three. They have high-level influence, sometimes with policymakers and politicians. And because they’re so well-connected, they can use digital tools to boost support. 

Finally, make getting involved easy. This can include creating message templates, pairing supporters with their representatives, and even telling them when to act. The most successful digital advocates complement these online actions with offline marches, demonstrations, and vigils to push for change. And they mobilize fellow advocates rapidly, offline and online.

The Payoff

Digital apps, social media and mobile browsing have altered the way people connect. Many digital practices make running an advocacy campaign more convenient, while also empowering advocacy groups to make an even bigger impact. The tools they use allow organizations to reach more supporters, advocate more quickly and, with the aid of advocacy software, collect key data.

Digital advocacy is also changing the ways in which association professionals, public affairs experts, and lobbyists perform their roles. It’s an efficient, effective, and key component to any strong government relations program, affording increased accessibility. 

And the results often have long-term effects. Those using digital advocacy have helped change legislation, further their own organization’s goals, and experience growth in membership during campaigns.


Bolstered by our need for virtual connection during the pandemic, digital advocacy is here to stay. While the adoption of some digital tools takes practice, many are now much easier to use than they were just a few years ago. And some, including advocacy software, help organizations adapt quickly to changing circumstances and improve their advocacy strategies in both the short and long terms.

One thing hasn’t changed, however: People remain at the core of every advocacy effort. The digital tools organizations employ are only as good as those using them. Experience, expertise, and personal connections are still instrumental in ensuring the success of advocacy campaigns. Digital tools help to streamline the process, expand an advocacy constituency, and keep an ongoing record of what works and what doesn’t.