Variables are a great feature that allows you to personalize notices and ballots to each voter. This is part of the setup process. Variable can be added on the notice and ballot pages and you can even add your own custom information on the voters page.

To illustrate, instead of using the default notice, notices can be personalized to each voter by adding their name, for example, here is Buddy’s email notice.

Notice page

Variables can be added to the Email notice, SMS notices, and Printed notices depending on your notice settings. To add variables to notices:

1. Select Advanced Notice Customization.

2. In the email notice select "Variables" which shows a list of all the variables available to add to your notice. For faster access, the variable names can be typed.

3. After adding variables, we recommend previewing the notice to view how the voter information looks by selecting the preview button. The preview shows what the notice looks like using voter information from the first voter on the voter list.

Voters Page

Settings from the voter page can be used as variables throughout your notices and ballots such as groups, and voter weighting. Optionally, you can add extra voter information to the voter list, and have extra variables appear from the added voter information.

To add extra variables you will need to:

  1. Use the import voter list feature and upload a file with the added variable information. Adding variables to the voter list is not available with the entry or copy and paste import methods.

  2. Select import all columns to import the extra fields.

More details on adding extra information can be found in this support article:

Display Custom Information on Your Ballot and Notices using variables.

Ballot Page

The same process can be used to add variables to the ballot. Variables can also be added to the:

  • Ballot Information and Instructions

  • Question Details

  • Candidate Profiles

  • Voter Instructions

  • Review page instructions

  • And the Confirmation Page

More information on adding variables to Ballots can be found here:

Ballot Design - Adding Variables to Your Ballot

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