1 · Getting started
Create your organization accountFind your way around PoliPostUnderstand your free trialUse PoliPost in English or French
2 · Campaigns
Choose a campaign, form letter or petitionCreate a letter campaignWrite the campaign background, key points and requestChoose who receives campaign lettersChoose and create letter tonesRun a campaign in English and FrenchDesign and protect your campaign pageSet campaign dates, limits and personal-note rulesPreview your campaign before launchLaunch and share a campaignEdit, pause, close or reopen a campaignCreate a form-letter campaignCreate a petition and collect signaturesUnderstand photo ID verificationTurn on photo ID verification for a campaignUse the campaign readiness checks
3 · Letters & delivery
Choose how letters are deliveredComplete or troubleshoot a photo ID checkHow personalized letter drafting worksReview letters before they are sentUnderstand letter statusesTroubleshoot a failed or waiting letterSend campaign or petition updatesPrint, sign and mail your own letter
4 · Contacts & lists
Add and organize CRM contactsBuild a newsletter audience and check email permissionsImport contacts from HubSpotUse campaign target listsImport campaign targets from a CSVAdd or edit one campaign targetUse pre-made recipient lists
5 · Billing & credits
Choose a plan for your workUnderstand mobilization creditsBuy credits and set up automatic top-upsFind receipts and check billing detailsUse a promo codeManage payment details or cancel a subscription
6 · Analytics & reports
Read your campaign analyticsExplore campaign and petition activity by areaCreate and share an impact reportDownload records and reportsPrepare a monthly advocacy activity recordUse the supporter digest and quote bank
7 · Advanced tools
Use your branding and a custom domainManage client organizationsManage credits across client organizationsGive credits to a clientTake unused credits back from a clientPlan each client’s credit allocationGet started with the CRMLog a conversation and plan the follow-upTrack requests and commitmentsPrepare and review a lobbying reportRecord gifts and hospitalityRecord relationship and political-work warningsCreate an impact summaryPrepare for a meeting and organize policy issuesTurn forwarded email into CRM recordsPlan an event in PoliPostInvite guests and manage event responsesCreate a seating plan and check guests inPrepare lobby-day schedules and itinerariesUse Eventbrite with PoliPostOrganize work on a bill in a War roomLink a meeting to a War roomCreate a press releasePrepare the facts for a press releaseReview, translate and export a press releaseCreate social posts from one storyWrite the story and add images to social postsReview, translate and export social contentGet started with newslettersDesign, preview and reuse a newsletterReview, approve and send a newsletterAdd a newsletter signup form and welcome emailConnect your Gmail or Microsoft 365 mailboxConnect PoliPost events to your other toolsCreate a vote or surveyAdd a poll to a campaign or petitionPlan and review a survey with Poll WizardFind and follow legislative billsFind consultations and set topic alertsFollow committees and find meeting evidenceFind regulations in the Gazette monitorSet Gazette topics and governments to watchRead Gazette summaries and check the sourceMonitor Health Canada product recordsFollow pesticide records and new-record alertsFollow major projects and discover new onesSet useful government news alertsFind Orders in Council and manage alertsSearch debates and follow topics or membersRequest a ParlVU transcript or schedule oneCollect, organize and email findings with WorkboxesRead bill text and compare published versionsRun cited AI research across Monitor sourcesAsk PoliPal a question and check its sourcesSchedule recurring research reportsSet up and read your What changed briefingTrack written questions and notices of motionFind access-to-information disclosures and track requestsFind city council agendas, decisions and votesOrganize an issue and follow its next actions in RadarCheck what PoliPost covers before searching
8 · Account & security
Set your organization details and defaultsInvite teammates and manage their accessProtect your account with two-factor sign-inSign in with a passkeyHandle supporter and contact information carefullyUnderstand the Canadian Sovereign AI optionReview and accept the Data Processing Agreement
9 · Troubleshooting
Fix sign-in, invitation or missing-access problemsGet help or report a problemFix newsletter sending and recipient problemsA postal code does not find the expected recipientFix a campaign or petition embedFind out why new letters are pausedA petition signature is missing or unconfirmedTroubleshoot survey access and resultsAn alert, record or research report is missing