Below is the step-by-step process we recommend you follow if you're happy with the setup of your test election:

  1. Duplicate your test election. This copies the setup of the previous election exactly, so you don't have to spend the time doing it all over again! Instructions on doing that are here for you: Duplicating an Election. Remember to remove the word "Duplicate" from the new election title.

  2. Proceed through the election setup of the duplicated election. Even though all your election information will be in place as a result of the duplication, you will have to proceed through the setup as if it were a new election. One important step is, on the "Details" page of the duplicated selection, to confirm that Vote Options is set to "Live", then click the "Save and Continue to Ballot Design" at the bottom of the page.

  3. When you get to the "Voters" page of your election setup, you will want to clear your test election list. There is a "Clear" button under the list, which deletes the contents of the list for you. Then put in your full voter list. Either upload a CSV file or copy and paste from a spreadsheet of your voters' information. Don't forget to validate your list using the "Validate" button under the list.

  4. When you have finished setting up and validating your voter list, proceed to the "Review" stage of your election, and do your review. After the review, you'll be asked to pay for your election online via credit card.


Below are some common items to double-check for before you start your election:

  • Review your election details for accuracy

  • Ensure that all your ballot information is correct, and no candidates were omitted

  • Reserve extra access keys for voters who may join your organization after the election starts

  • Triple-check your voter list

  • Take a look at any instructions, names, titles, etc., that you have typed out to ensure that there are no spelling errors

Once you have paid, your election will sit in the "Ready to Run" stage. It will launch at the time that you have scheduled.

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