Advanced Notice Customization — Editing Notice, Reminder, and Results Templates

We have implemented a text editor that allows you to format text on your notices, reminders, and results when using Advanced Notice Customization. We've also changed the usability of tags, and provided a "Preview" option so you can see what your template will look like. The goal of these changes is to decrease frustration around adding formatting to text, make tags more accessible to those who struggle to use them, and give you an exact picture of what the notice will look like so you don't send it out with errors.

We have also implemented consistency with the Advanced Notice Customization feature. The customizability of your reminder and results email/SMS templates will directly match the customization level of your notice. If you do not use Advanced Notice Customization on your notice, you will not have advanced customization of your reminders and results templates.

For those users who are not using email or SMS notices, the following only applies to you during your notice setup, as you cannot send reminders and results unless using those notice types.

This document will guide you through the three key components of Advanced Notice Customization:

  1. Tags
  2. The body of the template, which is now outfitted with our text editor
  3. Previewing your template

Tags

Tags are used to auto-populate information. They allow for you to create a general template that ends up being specific for each voter because the voter's specific information gets populated when Electionbuddy is creating the notice for each voter.

Tags can be typed out manually (ex. {{election_name}}), or inserted using the blue buttons. To insert a tag:

  1. Click into the body of the template where you want the tag to go.
  2. Click the blue tag button that you want to insert.

If manually typing a tag, be careful not to make errors — broken tags do not render properly, and your notices will show the mistake.

You can also remove tags by simply deleting them from the body of the template. However, some tags cannot be removed because they are so essential, and you will not be able to continue if you do not have those tags in your notice. Those tags are:

  • {{ballot_link}} — generates a unique link to vote for each voter that contains their access key directly in the link, so one click logs you into the ballot.
  • {{organization_name}} — populates your organization's name. Voters need to know who is inviting them to vote.
  • {{election_name}} — populates your election's name. Voters need to know what election they are being asked to vote in.

The Template Body

The text of a notice with Advanced Notice Customization is completely editable. Special characters are permitted. Emojis/emoticons are not permitted. 

When inserting a link into the notice, you must ensure that you include the "http://" or "https://" portion of the link for it to work successfully. For example, instead of just putting "electionbuddy.com" into the body of the notice to link back to Electionbuddy, you would need to put the full URL, which is "https://electionbuddy.com".

Formatting is facilitated by the use of our text editor. Here is a quick rundown of all the functions of the editor:

Previewing Your Template

So, you've inserted your tags and customized your template: time to see what it looks like!

To preview, simply locate the "Preview" button:

  • On the notices, you will find it at the bottom of each template.
  • When scheduling a reminder or a results notification, you will find the button after you've scheduled it. 
  • If sending a reminder to a single voter, you will not be able to preview the message — sorry, there's a technical limitation with this one! 

Click the button to preview your template in its rendered form. Click on the "X" in the top right of the preview window that appears to close the preview.

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