Advocacy Data Source
This data source reports on advocacy users, adoption, and program health. Use it for the current roster: who is active or pending, who completed onboarding, which profiles are connected, and which topics they follow.
The Advocacy source is available on accounts with a Board licence. Reports already built on this source keep working if the licence ends. New reports cannot be created without it.
Population and date range. Reports include Active and Pending advocacy users. Deleted users are excluded. The selected date range does not remove users and does not change Users or Topics Subscribed. On a dashboard that uses only this source, the date control is hidden.
The default chart is List.
Dimensions
You can use the following dimensions to group and filter your reports. An advocate on more than one board is one row per board.
| Dimension | Description |
|---|---|
| User | The user's name and email. The source does not include a profile picture. |
| User Status | The provisioning status of a user. Deleted users are not included. |
| Last Share | How recently the user last shared a post, relative to today. Buckets run from Never through 1, 3, 7, 30, 60, 90, and 120 days, plus Over 120 days. A longer window includes the shorter windows. Never and Over 120 match only that bucket. |
| Last Seen | How recently the user last started a session, relative to today. Buckets match Last Share. A longer window includes the shorter windows. Never and Over 120 match only that bucket. |
| Added Date | The date the user was added to the advocacy program through an invitation, CSV import, or SSO provisioning. This does not mean the user accepted the invitation or signed in. |
| AI Agent Status | Whether the Advocacy AI Agent is onboarded for the user. |
| AI Agent Mode | The user's current AI Agent mode. Modes are Review and Automated. Users who have not onboarded the AI Agent have no mode. |
| Board | The advocacy board to which the user is assigned. |
| User Role | The board access role assigned to the user, including custom roles. |
| Onboarding Status | Whether the user has completed onboarding (Completed or Not completed). Completed means the user has at least one connected social profile and subscribes to at least one topic. |
| Timezone | The user's timezone. |
| LinkedIn Connected | Whether the user has a LinkedIn profile connected. |
| X Connected | Whether the user has an X profile connected. |
| Facebook Connected | Whether the user has a Facebook profile connected. |
| Instagram Connected | Whether the user has an Instagram profile connected. |
| Xing Connected | Whether the user has a Xing profile connected. |
| WhatsApp Connected | Whether the user has a WhatsApp profile connected. |
| WeChat Connected | Whether the user has a WeChat profile connected. |
| Topics | The topics the user currently follows on the advocacy board. |
| Advocate Fields | Each Advocate Field on the account is its own dimension. Region, department, and job title appear here only when the account stores them as Advocate Fields. |
Metrics
You can use the following metrics in your reports. When you group by Last Share, Last Seen, Added Date, or Topics, only Users is available.
| Metric | Description |
|---|---|
| Users | The number of unique users in the filtered population. An advocate on more than one board is one row per board, and the Users total still counts that person once. Deleted users are not included. |
| Topics Subscribed | The current number of topics followed by users in the report. |