Online Voting
Creating a New Vote

Steps to Create and Distribute a Vote

Follow these five simple steps to set up and distribute your vote:

Setup

Click the "Setup" button to configure the following options:

Your Logo – Appears at the top of the voting form and in email invitations.

Organization Name – Appears at the top of the voting form and as the sender in email invitations.

Distribution Method – SMS + Email / WhatsApp + SMS + Email

Vote Type – Secret / Open

Voter List – Created on a separate screen.

Start and End Dates

More about vote types:

Introduction (Optional)

Use the introduction section to provide background information about the vote, including any relevant links and images.

If you need to share other types of files, upload them to a Google Drive folder and include the sharing link in the introduction.

Questions

To edit the questions, click the "Questions" button. You can then add, delete, or modify questions.

To add a new question, click the "Click to add Question #1" link. This will open the following form:

Screenshot: Edit Question

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This is how the question looks after saving |
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Screenshot: Question

Notes:

Group Review of the Voting Form

Reviewing the voting form is essential to ensure the vote is valid. Any mistakes could result in invalidated results.

To assist with this, offers a Voting Form Simulation screen that displays the form exactly as voters will see it. You can even test the form by casting a vote.

To access the simulation, click the "Voting Form Review" button.

At the start of the simulation, a sharing link is provided. Use this link to share the simulation with other reviewers to identify any errors and gather feedback.

Payment and Approval for Distribution

Click the "Payment and Approval for Distribution" button to begin the payment process.

Once the payment is complete (more details are provided in a separate guide), you can approve the vote for distribution.

If you change your mind, simply click the "Cancel Distribution" button to return to editing mode.

Screenshot: Notification after Approval for Distribution

Duplicate Voting Form

Click the "Duplicate Voting Form" button to create a new vote using the same form as the original.

This feature is especially helpful if you run a trial vote first and then want to use the same form for the official vote.