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Viewing, searching, editing, and exporting Supporter data in Soapbox

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How you view a list of all Supporters in Soapbox is determined by the version of the Soapbox administrator your site has.

I have the Soapbox Engage Administrator with... I have the Soapbox CMS Administrator with...
  • Main menu with no drop down options
  • Petitions link in the main menu
  • Petitions Pages module in the left column of the home page
  • Soapbox Engage User Account module at the top of the right column of the home page

  • Main menu with many drop down options
  • Menu link in the main menu
  • Icons for managing content in the left column of the home page
  • Getting Help with Your Soapbox Site module at the top of the right column of the home page

For Soapbox sites using the Soapbox Engage administrator:

To view all Supporters in Soapbox, click Petitions in the main menu and then click the Supporters tab in the Soapbox Petitions Control Panel.

For Soapbox sites using the Soapbox CMS administrator:

To view all Supporters in Soapbox, go to Components > Petitions > Supporters in the main menu.

Searching the Supporters list in Soapbox

Once on the Supporters tab, you can sort or search for a particular Supporter or group of Supporters.

  • To sort data by a given column, click the column heading or choose the desired option from the Sort By drop down
  • To search Supporters by name or email of the supporter, enter the string to be searched in the Search by Name or Email field and click enter or mouse out of the field
  • For advanced search options, click the filter icon to expand the filter pane contained the following parameters:
    • Created Date: Search All Transactions, Today's Transactions, Last Month's Transactions, This Month's Transactions or enter in a specific date range to zero in on exactly the time frame in which you're interested
    • First Name
    • Last Name
    • Email
    • City
    • State
    • Postal Code
    • Country
    • Petition Name
    • Signed Date: All, Today, This Month, Last Month, Date Range to enter a specific date range in which you're interested
  • To restore the defaults for the filter pane, click the Clear All link at the bottom of the form and click Save

Exporting the Supporters list in Soapbox

To export Supporters, click the Export icon. If you have not filtered the records in the Supporters view, all Supporters will be exported in a single CSV file. If you have filter the records in the Supporters view, only those record that match your current filter will be exported in the CSV file.

Editing Supporter data in Soapbox

To edit Supporter data, click on the Supporter first name. In the edit view, alter the information you wish to update and click Save.

It is important to note that this change will only be effective in Soapbox in the administrator and the front end. This change will not alter data initially saved to Salesforce. You also cannot edit which petition a supporter signed.

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