Election Setup

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

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 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

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

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 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