Impact Stack - new features for More Onion's campaigning and fundraising

In this presentation we share updates on new features already rolled out on Impact Stack and the migration timeline, followed by setting out some options and ideas for the next generation of our advocacy toolset.

eg
Improvements to email to target and other advocacy tools
eg easier action building
easier personalisation
tailor messages to the target
new options for delivery - trickle sending, new formats
Target pledge system
Custom data in postcode mapped datasets

1. The next generation

2. Florian Engel
Product Manager @ Impact Stack
[email protected]
https://www.linkedin.com/in/moreonion/

3. ?????? Thank you!
Platform + Organisations + Supporters = Impact

4. Community of over 100 organisations

5. Outline for today
1.Next generation of Impact Stack
and how can you get it?
2.New features released
3.Ideas for features for voting
4.Live demo

6. Q&A
Please use the Q&A section in
Zoom to ask questions. Jess will
either respond directly or put them
to me at the end.

7. The next generation
of Impact Stack
Reimagined from scratch

8. What we will keep:
our “best in class”
technology strategy

9. How Impact Stack stands out
1.Great experience for supporters
2.Integrates well with other tools
3.Easy to use for you
4.Increased technical flexibility

11. Whatʼs new for existing
clients who upgrade?
1.Data system and data flows
2.Action editor and forms
3.Page building experience

12. Replacing one part at a time
cc licensed ( BY-SA ) photo by Alan Levine
Already replaced for everyone: Target Datasets, Salesforce
integration, new Mailchimp integration, new Optimizely
integration, Themes

13. For new clients
Depending on your requirements,
you will get the next generation of
Impact Stack right from the start.

14. For existing clients: two ways
for you to get involved
Any time: New Development Pilot (15k)
During 2026: Standard migration (free)

15. Who has signed up?
Live or about to launch
You?

16. New Development
Pilot Projects
Exciting new tactics and actions
built with the next generation

17. This option allows you to:
1.Shape the scope of new features
2.Launch an exciting tactic that is tailored to your needs
3.Get customisations in place with shorter timelines
4.Reuse this new action again in future
5.Use both versions in parallel until the end of 2026

18. “Curiosity Gap” actions

19. Coalition actions, national and global

20. Interactive Journey: “Choose
your own adventure”

21. Engagement quiz

22. Other possible pilots:
1.Smooth “thank you page user flows”
2.Localised or personalised image generator
3.Regional petitions (cities, continents)
4.Upgraded Surveys and personalisation

23. How “New Development Pilots” works
1.Fixed budget: £15k
2.1-3 months turnaround
3.Scheduled based on capacity and roadmap
4.Features are generalised later
5.New version of IST included right away

Contact us if you have an idea or a suggestion for
this type of project!

24. Whatʼs new with
Impact Stack next
generation?

25. There is only so
much time
Many exciting features that didnʼt
make it into this presentation. Feel
free to schedule a chat for more
details!

26. Landing Pages for
exciting supporter
experiences
With the next generation of
Impact Stack

27. Stay tuned for the
demo right after this
presentation

28. New form builder
experience
Easily take control over your form
fields and actions

29. Form builder
Easy drag and drop on all devices
Basic fields and full HTML fields
Complete action editing interface
Additional fields, like postcode
Conditionals and advanced fields

31. New phone number
field

32. Features that stand
out
1.Choose a default country
2.Country auto-complete for users
3.Auto-corrects input from users
4.Ability to hide the country flag

33. Opt-in field: in time for legal
changes
1.Full control over your opt-in questions
2.Multiple displays and designs
3.Edit with confidence with the new
interface

35. Easily activate warning

36. Post opt-in about to be released

37. Message to target
and email to target
Target representatives and
corporations

38. Introducing:
The message
interface

39. Easily tailor
messages based on
any data in the
dataset.

Including your own
data columns (upload
via support).

40. Autocomplete everything
No need to guess what is in your data
set.

Want to tailor messages for a single
constituency or region?

Start typing…

41. Powerful personalisation
Autocomplete when typingChoose from the list
Adding tokens from the form field or
target datasets

42. Exclude
targets, show a
message and
redirect

43. Edit the form field

44. What you can do:
1.Collect messages or email them
2.Use political data sets or your own
3.Create tailored messages based on any data
4.Easily use tokens for further personalisation
5.Exclude targets (and redirect)
6.Email sending and replies are handled well

45. A lot of other,
smaller
improvements

46. Smart tagging
Tag with your own labelID to quickly create a segment
of who took action
Auto-generate segments in your email
marketing system

47. Tracking layer
Integrate GTM with out of the box events
1.Form start
2.Form submit
3.Form submit with email opt-in
4.Share button click

48. Updated salesforce
integration
1.Salesforce App, easy to install
2.Extended fields available to sync contact records
3.You can set it up yourself or with paid help
4.Monthly fee with an implementation partner

49. Built-in spam prevention
1.Every form has an invisible captcha
2.You can act, when under attack
3.Another additional layer with Google
Re:Captcha possible

50. Thank you!

51. Q&A

52. Ideas for voting

53. Better message
to target

54. Some of these ideas are
already possible with
Impact Stack.

But we want to get your
input and we’ll prioritise
our roadmap accordingly.

55. Delivery
mechanisms

56. Combine personal emails with
a “weekly digest”
Only send personalised messages directly,
send the remaining messages in a weekly
digest with the ability for the target to “bulk
respond” to messages from the digest

57. Email sent

58. Message
personalised by
the supporter?
Yes
No
Weekly digest{
Email sent
Personalised messages
and a weekly digest

59. Drip send or schedule the
sending
Instead of sending messages right away, you
could schedule the sending of messages
around a key date or drip send for more even
distribution during office hours

60. Email sent

61. Waiting for
office hours…
Email sent
Timed drip sending

62. Collect
messages
{
Has the target
received less
than 5 emails
today?
No, send
another one
Email sent
ʻSpread outʼ drip sending

63. Message collection and
handover in one message
Instead of sending messages right
away, you could collect the messages
and hand them over to the target at
the end.

64. Localised
petition hand-in
Project onto a
building
Messages
collected
{
{
Message handover
Handover to an
email inbox
In-person hand
over
Message
hand-over

65. Make
personalisation
even easier

66. Different forms of
personalising the message
A simple radio field or checkbox that
leads to a change in the message

67. I’ve used a food bank☑
Has the user
checked the
box?
Sentence
added to the
message
Yes

68. Button that serves a different
draft message
Help supporters draft their own message. A
button could allow the supporter to browse
through a number of text blocks that can be
added (or just load an alternate draft, the user
can edit)

69. Click on the statements that apply to you:
1.I will personally suffer from the cuts
2.My community will suffer from these
cuts
3.My friends will suffer from these cuts
What emotion would you like to convey:
1.Sadness
2.Hope
3.Anger
4.Disappointment
You can click to add new pre-written
paragraphs to your message
?????? Tips for your message

70. Target pledge
system

71. Public page for each
campaign, with pledge form
1.A form where targets can “pledge to
support” or “publicly respond”
2.You can filter on “who has pledged” and use
this to tailor messages
3.A public page could show all targets and
their “status”
4.The message from the target could be sent
to supporters

72. Email to
target
Target clicks
on the link to
respond

73. Email to
target
Target clicks
on the link to
respond
Email
response

74. Smaller
innovations

75. Supporter data
enriched

76. Use cases for data
enrichment
1.Have the target information ready when
emailing
2.Send a link to a localised landing page,
with local stats to contextualise the action
3.Have everything pre-filled so the supporter
can take action right away

77. Target information in the
email to the supporter

78. Localised landing page
There are 37 schools
in your constituency
Swindon South.
Email your MP

79. Pre-filled
action
Email

80. Custom data
columns

81. Add your own data columns
1.Add your data via an upload
2.Group targets using the data
3.Use the custom columns to create tailored
messages
4.Use the custom columns to exclude targets
5.Use custom columns to insert local data into the
message

82. Some real examples
1.Foodbank data used on an action
2.What targets are members of a
committee
3.Health number: how many people are
affected in the region
4.…