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Phone2Action Grassroots
Communications platform for public affairs and advocacy
Last updated: December 2021
Rating criteria
Reviews by rating
Quorum
NationBuilder
CallHub
Recommended
Sara S.
Nonprofit Organization Management, 51-200 employees
Used daily for 1-2 years
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Phone2Action satisfies most aspects of our advocacy efforts at our company so far. From branding emails, curating online content, creating landing pages, and customizing personable messages, this software can basically do almost anything you need it to do. It's quite versatile!
This platform allows us to mobilize and engage our supporters through multiple advocacy-related channels, including but not limited to email, social media, and SMS/text messaging. It's a one-stop shop to launching successful political campaigns and implementing digital and distributed organizing tactics and strategies.
I appreciate P2A's report generation for each individual campaign, but I would recommend making the metrics more straightforward and easier to read as well as allowing integration with NGP VAN/EveryAction or Raiser Edge (other CRMs we use). In the future, I would like it to expand its capabilities to benefit more nonprofits in the above ways.
Bre M.
Education Management, 10,001+ employees
Used daily for less than 6 months
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Overall, our organization has been incredibly happy with P2A. Advocates have even reached out to compliment the system, with many mentioning it is so much easier to use than other products. We signed a 2 year contract with P2A but will almost certainly renew.
Phone2Action (P2A) might just be the best advocacy software on the market. It is user friendly all around--the software makes it easy to set up action alerts/action centers, it is easy to send messages to advocates to alert them of actions to take, and it makes it easy for advocates to take action. Even if something isn't straightforward, the customer service reps can usually get users on the right track in just a few minutes. Compared to other products we have used, P2A has a higher conversion rate and more folks taking action than we've ever seen.
The setup process for the software was lengthy, which was unexpected. We had several headaches trying to get everything fully functional, but once it was up it worked well.
Verified reviewer
Hospital & Health Care, 10,001+ employees
Used weekly for 2+ years
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I volunteer with a nonprofit organization who uses Phone2action for their advocacy actions. The system is so easy to use and makes it so simple to connect with your Legislators via email, Twitter and other social media platforms. I can receive text and email updates to remind me or update me to connect with my Senators and Congressman/Congress Woman. With a simple click of a button or two I am able to thoroughly communicate and advocate.
No cons at all. I love Phone2Action. Great program
Tim D.
Marketing and Advertising, 51-200 employees
Used daily for 2+ years
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Ease of use, customer support and product functionality
More integrations with other platforms and greater amount of control over the account (User management)
Mike C.
Public Policy, 1-10 employees
Used other for 1-2 years
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Fantastic. I've recommended it to two of my clients, and would do so again. It is the best digital grassroots mobilization tool I've seen.
Phone2Action is state-of-the-art, highly complex -- but friendly, personable customer service has gotten us through every time!
It IS complicated, but that's a cost of its unbelievable functionality
Verified reviewer
Marketing and Advertising, 51-200 employees
Used weekly for 1-2 years
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By far the most useful feature is the integration to Facebook Lead Forms. Being able to quickly capture data using Facebook has allows us to send thousands of letters.
The setup process of a new campaign can be clunky. The UX of navigating between dashboards, different campaigns, and different targets is easy once you've done it once, but the first time can be a challenge.
Verified reviewer
Political Organization, 11-50 employees
Used weekly for 1-2 years
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Phone2Action provides a unique tool designed to maximize acquisition and letter generation campaigns by connecting directly to Facebook lead forms, a service that many of their competitors can't or won't offer. Additionally, P2A provides dynamic, impactful landing pages and action centers to fit any client cause. It is easy to set-up and maintain, and reliable from start to finish.
Additionally, flexibility to connect an entire Facebook acquisition campaign to a Phone2Action campaign, without having to connect each ad individually would help with scale. Although the benefit to accommodate unique forms for each ad is a plus.
Ricardo A.
Nonprofit Organization Management, 201-500 employees
Used weekly for 1-2 years
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Overall I would recommend phone2action because they are always on top of it, even on weekends and in doing our communications work it's important to be able to do rapid response and we know we can always count on the p2a team to be able to do digital work to advance our goals in many of our campaigns.
What I have always liked about phone2action is the efficient and super rapid costumer service, the chat feature allow us to ask questions, learn new features, and build a relationship with phone2action representatives that helps us confidently launch campaigns or send mass texts through the platform because we know we are using it strategically. The software is also user friendly, you can send a mass text in less than 10 minutes, and build a new petition in about 25-30 minutes. This has helped us stay engaged with our supporters and build list with new allies.
The cons is the limited templates for petitions. There is only 3 and it would be good to have more choices.
Brian K.
Food Production, 1-10 employees
Used daily for 6-12 months
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One of the most amazing things about P2A is the customer service. Whoever designed and maintains their process for being responsive to their customers deserves a raise. This is a big plus for us - makes an already easy-to-use tool super easy for our whole team.
We purchased this software for a national advocacy campaign we are running. The tool couldn't be simpler to use. Very intuitive. Easy to set up. Fully functional. Would license this product again in a heartbeat.
The tool should be improved to allow generation of activity for each campaign by date. I'd like to be able to run a report showing all of the advocates who signed up on a particular date (for example at a trade show) - where they are from, etc. The P2A staff have graciously offered to run these reports for us but it would be better if this was built into the functionality.
Bethany P.
Nonprofit Organization Management, 1-10 employees
Used daily for 1-2 years
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The team is fantastic, especially with our events. Customer service is great as well whenever I have a last- second question.
I love the ease of use; it’s very intuitive to set up campaigns. And even more so for the user.
Integration with our email platform was a little tricky.
Kristen P.
Financial Services, 201-500 employees
Used weekly for 1-2 years
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What we liked most about the software was the text to action capability followed by the ease by which we could customize action alerts to our various grassroots campaigns. The software also incorporated very well with our online advertisements and helped us gain more new advocates than with previous software platforms.
The cost can be a bit high for smaller organizations.
Nicole A.
Political Organization, 1-10 employees
Used daily for 6-12 months
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It is exactly what we needed for our engagement and the customer service is the best out of any service provider we've ever worked with.
We would like more robust report tools and data analytics.
Ryan W.
Government Relations, 201-500 employees
Used monthly for 1-2 years
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My overall experience with Phone2Action has been great. I have had to call customer service a few times for some help and they are quick to respond. The service has even created "How to" images for me to use during my speeches to our groups.
I like the ease of signing people up. I speak to a lot of our members across the state and having the ability to have them pull out their smart phone and sign up is extremely beneficial. I also like how simple it is to send an alert to our advocates. When an issue is urgent, the text message option allows us to connect with farmers immediately. In the past, we would have to wait until they checked email in the evening.
This goes a little against a positive attribute I listed, but to complete registration the sign up requires the user to click on the link within a text message they receive back. I have noticed many people send the initial text to sign up, but don't complete registration because they don't click on the link within the returned text message.
Erin A.
Nonprofit Organization Management, 11-50 employees
Used weekly for 1-2 years
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Phone2Action allows us to keep in regular communication with our grassroots audience and to activate them on key campaigns. Phone2Action is versatile in allowing us to reach out legislators, federal agencies ect. Overall, Phone2Action has added great value to our operations and have become an essential component to our advocacy.
The functions Phone2Action facilitates are key to any advocacy or grassroots campaign. P2A allows users to customize advocacy campaigns, maintain activist lists and track metrics in real time. Their custom service is exceptional and are extremely helpful in executing our campaigns and reporting on key goals.
The platform is very comprehensive, therefore, there is a bit of a learning curve to realize where all the features are located.
Verified reviewer
Government Relations, self-employed
Used daily for 2+ years
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It is wonderful and their customer service is the best and most personal customer service I have EVER received for any product I work with.
The ability to upload multiple templates for legislator outreach
The dashboard is slow and doesn't show real time advocate action.
Mitch M.
Nonprofit Organization Management, 11-50 employees
Used weekly for 1-2 years
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We are very pleased with P2A having. used the platform for almost 2 years. Their tools are relatively simple to use and allow the creation of a campaign in minutes. I definitely recommend them as a call/social/email/text action tool.
Immediate customer service on site; powerful and easily customizable tool.
Not a complete CRM tool, needs to be supplemented or used as addition to other toolset but we knew that going in. No real cons to date.
Amanda A.
Public Policy, self-employed
Used weekly for 1-2 years
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It's super easy to use and the customer service is amazing!
Our base supporters are constantly writing to tell us how easy our P2A campaigns are to use. They appreciate being able to engage in a way that is easy and quick!
There are a few functionalities I wish the software had that aren't currently included, including allowing the user to choose from different email templates to use.
Sarah D.
Public Policy, 11-50 employees
Used weekly for 6-12 months
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Exceptional connectivity between the public, civic action and results.
The best part is the ease of accessibility when it comes to getting the help you need, when you need it. You not only have a dedicated client success manager, but the chat feature connects you to other helpful staff that can assist you in real time. They also seem to understand how important and time sensitive advocacy campaigns can be!
There are some parts of the campaign-building that aren't clear, but there is always somebody on deck to help point you in the right direction.
Alicia M.
Legal Services, 51-200 employees
Used daily for 1-2 years
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love the customer service and investment from p2a in getting better for our organization
24/7 customer service ease of texting analytics dashboard
it takes a while for the texting to load
Samantha E.
Computer Software, 51-200 employees
Used daily for 6-12 months
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P2A has not only an incredibly software package but amazing support as well. I never feel like I'm alone in whatever I'm doing.
P2A can be daunting at first but after your first campaign, you realize how easy the process can be. I love that P2A is user-friendly and delivers results - fast.
Recognizing that this would have limited functionality, I wish there was a P2A app to use on the go.
Lindsey K.
Media Production, 51-200 employees
Used daily for 1-2 years
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I like the ease of use, the user interface, and the 24/7 customer service. They are great at answering every question and helping me when I need help navigating the platform.
The cost is pretty pricey but we are very happy with the product and support so it’s worth it.
Lisa G.
Environmental Services, 11-50 employees
Used other for 1-2 years
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This software is very user friendly. The directions are straight foward and easy to understand. The customer service is incredible. The staff are very responsive and are quick with a solution or answer to my questions.
There are certain things in the software to which I had access to change For example, I wish i could change the justification of the sub-title in the "take action" box. However, there's no option available for that. Also, there's no option in the "take action" box to to change the name of "cell phone" to just "phone." This has confused some people who have answered our call to action and then thought they HAD to provide a cell phone number and didn't complete the action because they either don't have a cell phone or didn't want to give out their cell number.
Andrew L.
Nonprofit Organization Management, 51-200 employees
Used weekly for 2+ years
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Before using Phone2Action our call to action initiatives were inefficient and untrackable. Now it is easier for our members to participate, and we can track how much engagement there was.
I've been using Phone2Action for about a 2 years, and have never had a problem. Right out of the box, the platform worked just as well as advertised (if not better). Also, their customer service has been amazing. They are always quick to answer messages and walk me through whatever issue I am having.
It is relatively bare-bones compared to some of the other platforms out there. That being said, It does everything that it is supposed to do, and it does it well. Also, they have recently launched a few new features, but I have not had a chance to use them since they are not included in the base package, so I cannot speak to those aspects.
Cameron K.
Religious Institutions, 1-10 employees
Used weekly for 2+ years
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It's been awesome! We're able to engage with our constituents in new, creative ways and have seen a significant spike in engagement as a result of this tool.
The thing I love the most is the ease of access. There isn't a steep learning curve and whenever I found myself having questions, the customer service support replied to me within 30 seconds and were always able to solve technical questions about how my organization can best reach our constituents effectively and efficiency.
If I could change one thing about Phone2Action, I would alter the format of the space for constituents to take an "Action Alert" to best meet the needs of an individual action alert. I think I would appreciate more flexibility, though this isn't an enormous concern.
Verified reviewer
Hospital & Health Care, 51-200 employees
Used daily for 2+ years
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Allows you to take multiple types of actions (call, email, tweet) in one fell swoop.
Given that profiles are delineated by phone number, it doesn't work well for industries where brick and mortar locations are hosting your action-takers, because multiple advocates may be using the same phone line... and thus not tracked as discrete individuals.