If you are running an election and have a voter who can't vote online and you don't want them to submit a paper ballot you can accommodate them by accepting their vote over the phone. Please see some general setup ideas and tips below.

Who Should Your Voter Contact

If you are going to be accommodating people who want to vote over the phone you're going to have to provide them with a phone number to contact and some hours that they can call in to vote. For example, see the edited email notice below:

Including Phone Voters in Your Voters List

People who want to vote via phone might want to do so because they do not have an email address, or maybe they don't want to mail back a paper ballot. Whatever the reason, you can include these voters in your voter list without contact information.

  1. When creating an election, under "Notices", choose "Create Notices Yourself", along with any other notice types you are using. This will allow you to enter just a ballot ID for your voters without having to enter any other contact information.

  2. Edit your notice templates for your notice types as required, and then proceed to the "Voters" stage of your election setup.

  3. You will see that ballot IDs are automatically enabled in the "Voter Options" settings. Ballot IDs are mandatory when using multiple notice types for an election.

  4. Scroll down to "Voter Information". A voter list is required.

  5. For your voter list, all voters must have a ballot ID. Whether they have any other information depends on what notice type you are using for them. Below is an example of how you might set up your voter list if you had two voters using email notices, two voters using SMS notices, and two voters using manual keys (these would be your phone voters):

  6. Finish setting up your election, proceed to the "Review" page, and get your election started.

Entering a Phone Vote

If any of the voters who opted for phone voting in your voter list gives you a phone call you can submit their vote directly into ElectionBuddy by following the steps below:

  1. Head to the "Results" tab of your election and select the voter who has called you:

  2. You will want to select the option "Show Access Key" in the dropdown menu. A window will appear, confirming that you want to surface your voter's access key. Confirm that you want to, and the access key will appear in the window. Take a record of the access key and close the window.

  3. That voter's status will turn from "Available" to "Key Surfaced" in your voter list.

  4. Head to https://secure.electionbuddy.com/ballot, enter the voters access key, and select the "Start voting" button.

  5. Go through the ballot with your voter step by step. Once your voter has provided you with all their answers submit their ballot and provide them with their verification code for their records:

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