How to Use Filters

Segment your voter list into groups and restrict voters to specific ballots

Written by Sadaf Khan
Updated over a week ago

What are filters?

Filters allow you to segment your voter list into groups.

They also let you restrict certain voters to only voting on specific ballots and/or questions within a ballot.

Note that Filtering is only included with our Premium accounts.

How to Use Filters

Step 1: Create Voter List Segments

When building out your voter list, use the Filter 1 and Filter 2 columns to create categories or segments for your voter groups.

For example, if you are doing a school-wide election you may want to filter the different voters’ class standings so they will be able to vote on their correct grade level - 10, 11, 12 or Freshman, Sophomore, Senior. etc.

Voters can be a part of two different types of groups, so take advantage of both Filter columns as needed.

If you wanted to filter the ballot or question so that voters are not only able to vote depending on their grade level but also based on their major or department, you could enter their focus (e.g. Art, Math, Science) into the Filter 2 field.


Step 2: Upload and Import Your Voters

Upload your voter list at the account level first. Then, you’re able to import and assign individual voters to your ballots. Our Guide to Uploading Your Voter List will show you how to do this.

Step 3: Assign Segments to Your Ballot or Questions

Ballot Filtering

Import a selected group to your entire ballot by clicking on the Voters tab and importing that segment.

For example, if you've used Filter 1 to represent class level, then all of your Freshman class voters would have value of "Freshman".

Question Filtering

Use question filtering for each question that is relevant to only a specific group.

Only the voters who are included in the segments you’ve selected are able to view and vote on this question. 

If you had a question and you only wanted Freshman voters to see this question, then you would use the assigned filter value of "Freshman" to accomplish this.


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