Election Setup

The nuts and bolts of how to create and setup elections

Michael Harvey (he/him) avatar Olivia Shwetz avatar Ryan avatar +3
75 articles in this collection
Written by Michael Harvey (he/him), Olivia Shwetz, Ryan and 3 others
Ballot

Ballot Page Overview

Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Ballot Voter Instructions

Disable default voter instructions and create your own!
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Written by Amber Payne Hepp (she/her)
Updated over a week ago

Ballot Design — Attaching a File to Positions or Questions

Ryan avatar
Written by Ryan
Updated over a week ago

Hide or Change Administrator Contact Details on the Confirmation Page

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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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Editing and Formatting Ballot Text

Options for ballot text
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Adding Multiple Questions on a Ballot

Michael Harvey (he/him) avatar
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
Amber Payne Hepp (she/her) avatar
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
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Written by Amber Payne Hepp (she/her)
Updated over a week ago

Candidate Profiles and Photos

Include candidate biographies, statements and qualifications
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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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Allowing Write-Ins

Allow voters to submit their own choices
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated this week

Ballot Design — Ask for Comments

Allow voters to leave comments
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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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Ballot Design — Slates

Approve or reject a list of candidates
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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!
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago
Notices

Notice - Overview

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Written by Amber Payne Hepp (she/her)
Updated over a week ago

Email Notice Setup

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Written by Ryan
Updated over a week ago

Vote Setup - Reminders

Reserve reminders during your vote setup
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Advanced Notice Customization

Editing Notice, Reminder, and Results Templates
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

SMS (Text Message) Notification Setup

Send notice to voters via text message
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Telephone Voting

Accommodating Voters Who Want to Vote Over the Phone
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Printed Notices

Setting up printed notices to distribute to voters
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Paper Ballots — General Notes and FAQs

Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Using Weighted Voting

Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Importing Your Voter List

Uploading a CSV with voter information
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Validating Your Voter List

Pauline Tolentino avatar
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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Voter List — Formatting Your Information

Format Email, SMS and Postal Contact Information
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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
Amber Payne Hepp (she/her) avatar
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
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Access Keys

What Are They and How to Obtain One to Vote
Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago

Prepare for new voters during a vote

Amber Payne Hepp (she/her) avatar
Written by Amber Payne Hepp (she/her)
Updated over a week ago