Creating Elections

September 28, 2016

To start a new Election, navigate to the Elections module and click on Add New Election.

General Information (page one)
The general information is divided into two sections.  The top section deals with information about the election.  The bottom section deals with who is eligible to vote in the election.
Concerning the Election:

  • Election Name - A friendly name for the election such as "2017 Board President Election."
  • Description - A brief description of the election and what it hopes to accomplish.
  • Election Begin Date - The day the election starts.
  • Election End Date - No more votes will be accepted after 11:59PM on this  day.
  • Election Auditors - Select one or more board members who will view the election results and have access to the election
  • Enable Election - Before this option is clicked, the election is in pending status and can not be voted on by members

  • Paid Members Only - Selecting this option will disallow anyone with an outstanding member dues balance from voting in the election. To restrict non-dues paying members, use the Restrict To option, below. 
  • Restrict To - The Restrict To option lists all of the membership plans you've created.  To allow all members to vote, do not select anything from this box, otherwise check the boxes next to member types who are eligible to vote.

Questions (page two)

  • Field Type  - Which type of question are you creating
    • Multiple Choice - The proper choice if you want to allow voters to select one or more options that you create.  Add options on the next page.
    • Yes/No - A question with only one of two outcomes
    • Text Field - A small text box - great for gathering a name or number
    • Multiline Text - A large text box - great for gathering opinions.
    • 1-5 Rating - Allows the voter to select 1-5 - great for asking voters to quantify how they feel about something
    • The Hare System of Proportional Representation
  • Question - Enter the question, and any additional values needed from the field type selected on the previous page. 
  • Add More Questions or Continue - Continue adding questions until your election is complete.  Once complete, press the continue at the bottom of the page
  • Preview - The preview page shows you the Election as a member would see it, allowing you to press back and make any corrections.  Once satisfied, press Continue.
  • Final Page - The final page of the Election wizard asks if you'd like to email the election to your members. For more information on how to email an election, check out the help file for Election Emails.