Master Ballot Tools

These four tools are useful as you prepare, test, and get ready to activate your ballot.

They include:

What each function means and why they’re important are detailed below:

Copy Ballot

Make a duplicate of a ballot that’s already created.

This is useful for saving a ballot template or if you have a similar ballot that you need to run.

Click Copy Ballot.
Select the ballot name you want to duplicate.
Click the button that says Copy Properties From the Above Selected Election to copy that Ballot.
You will get confirmation that this was duplicated successfully; click the link generated to enter your newly copied ballot.

The Check List helps you ensure all of your ballot settings are set up correctly.

It will highlight whatever still needs to be fixed before you can activate your ballot.

Enter the ballot and click Check List.
The red text lets you know what needs to be updated before you can run your vote.

Learn more about the checking your ballot for errors here.

Clicking Test Ballot enters your ballot into a testing mode.

Use it to view the ballot as a voter before you activate your ballot to confirm everything shows up how you want it to.

Make sure to deactivate test mode when you are finished testing.

Read more about testing your ballot here.

Click Activate Ballot to make your vote live.

Voters will now be able to vote on this ballot (with their one click link and/or login credentials) within the timeframe you set in ballot setup.

Read more about activating your ballot here.

The Guide to Ballot Setup showcases the critical elements you need to pay attention to when setting up your ballot.

Our Guide to Uploading Your Voters outlines how to get your voters into your account and assign them to your ballots.

The Voter Notifications Guide teaches you how to notify your voters about the ballots they're eligible to vote on.

All About Your Results & Analytics reviews important stats you'll want to look at during and after your vote closes.