How to integrate Daisychain with ControlShift
ControlShift is a toolset used to put people at the center of campaigns through distributed events, local groups, and member-led petitions.
You can use Daisychain to create a high-touch organizing workflow to support ControlShift petition-creators. When you integrate Daisychain and ControlShift, a few things happen:
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When new petitions created on ControlShift, a new card will be created on a dedicated Daisychain Pathway that has a special "power-up."
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Card representing petitions will have a power-up containing:
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Petition name
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Link to the petition on ControlShift
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Current signature count
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Moderation status
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If a petition has a "Mentor" in ControlShift, there will be an attempt to sync it with an Assignment in Daisychain, and vice-versa.
Here's how to setup the integration between Daisychain and ControlShift:
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In ControlShift, navigate to Settings > Integrations > REST API Apps
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Give your application a name (like "Daisychain") and a Redirect URI (use "urn:ietf:wg:oauth:2.0:oob"), and hit the "Add" button.
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In a new browser tab, go to your Daisychain account. Navigate to Settings > Integrations > ControlShift (Add). You'll see you need to enter in a few items on this page:
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Hostname (the base URL for your ControlShift account)
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REST API Application ID (Copy and paste this from the REST application page you have open in your browser)
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REST API Application Secret (Copy and paste this from the REST application page you have open in your browser)
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Click "Save" to activate the integration.
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Now go to the Pathways section in Dasiychain and scroll down to Pathway Templates. Create a Pathway using the "ControlShift Petitions" template. A few things to know about your new Pathway:
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It has a set of default stages that you're welcome to edit.
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It comes with the "ControlShift Power-Up" activated, which enables it to display ControlShift integration.
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It automatically creates an Automation, which you can edit in Step 5.
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Go to Settings > Automations and review/edit the new automation that was just created.
That's it! We know there's a lot of steps here, and are standing by if we can help you setup this integration.