CiviCRM Community Forums (archive)

I was clicking around the forum looking for info about something else and I ran across some old posts that let me know I'm not the only one who has found this part of the instructions confusing, so I went ahead and updated the book myself. I don't know what the process is for reviewing edits to the book or how long it will take for my changes to show up.

For reference, here is the old text that will hopefully replaced by the text in my last post.

"Create two Custom Profiles

In order to create a new petition, you must create two custom profiles: one to capture the contact information of the signer, and the other to capture the responses to the petition questions. The responses to the petition questions are recorded in the activity record of type Petition for each individual who signs the petition.

1. Create a custom profile for the contact information you want to collect, such as First Name, Last Name, and Email. You may want to make some of these fields required so you capture enough information to communicate with signers at a later date. Note: you must collect at minimum an email address in the contact profile, because the Petition feature will send an email to the signer of the petition to prompt them to verify their email address. Only those verified email addresses can be counted."

2. Create a custom profile with custom fields to capture responses to the petition questions.  When creating the custom field set, from the Used For drop down menu select Activities, and for the activity type select Petition."