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Election Setup
Election Setup
The nuts and bolts of how to create and setup elections
+3
75 articles in this collection
Written by
Michael Harvey (he/him),
Olivia Shwetz,
Ryan
and 3 others
Election Setup - An Overview
Written by
Olivia Shwetz
Updated over a week ago
Onsite Voting: Best Practices
Written by
Pauline Tolentino
Updated over a week ago
Test Voting
Invite others to test your ballot
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Next Steps After Test Vote
Written by
Ryan
Updated over a week ago
Announcements, Registrations, and Nominations
Collect voter responses prior to your live vote
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Duplicating a Vote
Save time by copying previous or test votes
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Personalizing your Notices and Ballots with Variables
Written by
Michael Harvey (he/him)
Updated over a week ago
Running Votes in a Non-English Language
Allow voters to view and cast their ballots in your language!
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Required Information for Vote Setup
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Translation of ElectionBuddy Content
Using the Phrase Application to collaborate on translations.
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Filtering Your Dashboard
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Selecting the right type of vote
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Details
Setup - Voting Time
Written by
Ryan
Updated over a week ago
Organization Location
Update the location of your organization
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Remote or Onsite Voting
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Integrity and Ballot Access
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Voter Anonymity Settings
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Vote Results — When They are Visible and Who Can See Them
Manage access to results
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballot
Ballot Page Overview
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballot Voter Instructions
Disable default voter instructions and create your own!
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballot Design — Attaching a File to Positions or Questions
Written by
Ryan
Updated over a week ago
Hide or Change Administrator Contact Details on the Confirmation Page
Written by
Michael Harvey (he/him)
Updated over a week ago
Choosing the Right Voting System
An overview of plurality, approval, cumulative, preferential and scored voting
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Editing and Formatting Ballot Text
Options for ballot text
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Adding Multiple Questions on a Ballot
Written by
Michael Harvey (he/him)
Updated over a week ago
Default Variables to Use on Your Ballot and Notices
Customize your ballot and notices with variables
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballot Question Details
Add additional information or a file to a ballot item
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Candidate Profiles and Photos
Include candidate biographies, statements and qualifications
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Changing the Order of Questions on Your Ballot, or Candidates on Your Ballot Question
Rearrange the ballot question order
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballot Design — Adding Multiple Candidates to a Ballot Question
Adding all candidates to your ballot item
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Cumulative Voting Setup
Also known as multi-voting, dot-voting, or split voting
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Using Proxy Voting
Allowing voters to assign someone else to vote on their behalf
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Running a Survey with the "Scored" Voting System
Create survey questions with scored voting
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Allowing Voters to Abstain on a Ballot
Allow your voters to choose not to vote on ballot items
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballot Question Settings
Display ballot choices in random order, ask for comments or allow abstentions
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Allowing Write-Ins
Allow voters to submit their own choices
Written by
Amber Payne Hepp (she/her)
Updated this week
Ballot Design — Ask for Comments
Allow voters to leave comments
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballot Design — Free Form Response & Comments
Allow voters to make comments on ballot items
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballot Design — Slates
Approve or reject a list of candidates
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballot Design — Bylaw Amendments or Article Changes
ElectionBuddy is designed to be usable for bylaw amendments or article changes!
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballot Design — Setting Up a Ratification Vote for Unopposed Candidates
Approve or Reject a Single Candidate
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Ballots — Multiple Vacancies for One Position
Elect more than one candidate for a position
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Adding Your Logo to the Ballot
Customize the ballot with your organization's logo
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Notices
Notice - Overview
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Email Notice Setup
Written by
Ryan
Updated over a week ago
Vote Setup - Reminders
Reserve reminders during your vote setup
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Advanced Notice Customization
Editing Notice, Reminder, and Results Templates
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Create Notices Yourself - Setting Up and Sharing Manual Access Keys
Distribute voter access information using your own notices
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Notice Delivery — Timing of Email, SMS, Postal, Printed, and Manual Notices
When notices are distributed or are available for distribution
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
SMS (Text Message) Notification Setup
Send notice to voters via text message
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Accommodating Voters Without Email Addresses
How to send notice to voters without email or SMS
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Telephone Voting
Accommodating Voters Who Want to Vote Over the Phone
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Postal Notices — Notify Voters by Mailing a Postcard
Send a postcard to voters without electronic contact information
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Printed Notices
Setting up printed notices to distribute to voters
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Email Confirmation for Submitted Ballots
Send a Confirmation Receipt to Voters After They Vote
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Paper Ballots — General Notes and FAQs
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Setting Up an Election with Paper Ballots
How to utilize ElectionBuddy's printed and postal ballots
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Voters
Voter Options: Ballot IDs
A unique identifier to help manage voter lists
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Voters: Voter Labels
Use voter names in notices and to assist with voter tracking
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Voter Options: Voting Groups
Assign voters to groups that only vote on certain ballot items
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Voter Options: Reporting Groups
Summarize results according to demographics in your voter population
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Two-Factor Authentication
Increase your vote integrity by requiring the voter to authenticate their identity with a code or password
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Using Weighted Voting
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Importing Your Voter List
Uploading a CSV with voter information
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Validating Your Voter List
Written by
Pauline Tolentino
Updated over a week ago
Importing Custom Voter Information with Your Voter List
Use variables to personalize your notices or ballot
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Voter List — Formatting Your Information
Format Email, SMS and Postal Contact Information
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Voter List — Allowing for Duplicate Voter Contact Information
Enable Ballot IDs to allow for shared contact information
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Copying and Pasting Your Voter List From a Spreadsheet
Add your voter information to ElectionBuddy
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Access Keys
What Are They and How to Obtain One to Vote
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Prepare for new voters during a vote
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Review and Final Items
Review Page - Overview
The final step to setting up your vote!
Written by
Anne
Updated over a week ago
Test The Ballot
Ensure you create the best vote experience by testing the ballot
Written by
Michael Harvey (he/him)
Updated over a week ago
Payment - "Not the Price You Thought?"
When your payment due is more than expected
Written by
Amber Payne Hepp (she/her)
Updated over a week ago
Paying for Your Vote
Frequently asked questions regarding payment
Written by
Amber Payne Hepp (she/her)
Updated over a week ago