Voters

Voters

Under the tab “Voters,” you will have the option of creating voters (a new voter), importing voters, deleting voters, editing voters, searching for voters, as well as the option to download a Voter CSV file.

When you click on the “Voters” tab on the left-hand side menu, you are met with the voter overview page.

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In this page, you can find the following fields:

  • Id: This is a unique ID number which the system creates for every voter. This information is static and cannot be changed or removed.

  • Identifier: This is a unique identification item which you can attach to a voter to make it easier to find that particular voter. This will be the ID which is attached to the voter in the data files you can download from the system, including voter sessions, the authorization log, the audit log, and the “voted at” time stamp.

  • Name: The name of the voter which can be used as an injectable attribute in the email/SMS templates. The name will also appear when the voter participates in live conference voting-type elections.

  • Voter group: Shows the voter group to which the voter belongs.

  • Weight: Shows the weight of the voter’s vote, or how much their vote is worth if not the standard “1.”

  • Enabled: Shows whether the voter is enabled to access the election event or not.

  • Sessions: Shows how many times the voter has logged in to the system (Live Conference Voting only).

  • Authorizations: Shows how many times the voter has logged in to the system (Scheduled Voting only).

  • Contest count: Shows how many contests in which the voter can vote. This is linked to the voter group.

  • Currently active: This indicates if a voter is currently logged into the system (green tick if logged in, red cross if not logged in, Live Conference Voting only).

  • Demo: Shows whether the voter is a demo voter or not.

If you click on the blue and underlined fields, the voter data will be displayed in ascending (shown with an arrow pointing up) or descending (shown with an arrow pointing down) order according to that column. Note that you can only order the data by one field at a time.

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Each row shows information on a specific voter in the event. Up to 25 voters will appear per page. At the bottom of the page, you have an overview of how many voters there are in total, as well as the represented weight of all voters combined.

In the voter overview page, you can create, import or update voter data. You can access these options by clicking on the Screenshot 2024-08-01 at 14.00.19.pngbutton in the top right corner.

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  • The “New Voter” function allows you to create or add one individual voter manually. Read the Create, edit, and delete a voter guide to find out more on how to manually create a single voter.

  • The “Import Voters” function allows you to upload an .xlsx or .csv file with your voter data. Using this, you can upload voter data all at once. Read the Import a voter file guide to find out more on how to import voters both through the manual and automatic import processes.

  • The “Update Voters“ function allows you to update all of your existing voters’ data. This requires you to upload an updated file with the voters’ data. However, please remember that the identifiers corresponding to each voter need to remain the same in both files. Read the Updating voters & correcting faulty dataguide to find out more on how to update voters and correcting faulty data.

Manually importing your data gives you more control over said data, as it will allow you to connect every data point from your spreadsheet manually to the system. This is ideal if you make use of your own spreadsheet document with customized columns.

Your Voters file can include the following:

  1. Voter identifier (Unique factor – don’t use sensitive information).

  2. Name, if you wish to identify your voters for campaign send-outs or to be able to look them up.

  3. Mobile number, if you want to use SMS campaigns.

  4. Email, if you wish to use email campaigns.

  5. Election code(s) or public key(s). If omitted, the system will generate election codes.

  6. Voter group. If omitted, the system will create a new voter group named _blank_. This can be mapped to an existing voter group later in the import process.

  7. Weight, if weighted or distributed voting is used in the election.

  8. Enabled status, if you want voters to be enabled/disabled. If omitted, the system will upload all voters as enabled.

  9. Voter segments, if segments were created in the Configuration of the election (see more here).

 

The “Automatic Import” function requires that you download the provided example spreadsheet, replace each column’s sample data with your voter information, save it, and then upload it to the system by using the “Automatic Import” button. This function provides a streamlined method of importing voter data. However, for this feature to work properly, do not change the title names of the columns.

*Most columns are not necessary to upload. Initially, try to only collect the information you absolutely need to know about your voters. These include:

  • Identifier to identify them;

  • Election code with a unique code used to log in;

  • Name to personalize the voters' profiles, both on the Conference front-end and communication campaigns; 

  • Email address to communicate with your voters; 

  • Voter group if there is more than one group of voters; 

  • Weight if some/all voters have weighted votes; and

  • Enabled if you have voters who might not need to be activated from the beginning. Voters will be imported as “Enabled” by default unless specified otherwise.

The grey bar at the top of the voter page allows you to find and filter voters in the system by searching for various attributes. You can access all of the filters by clicking on theScreenshot 2024-08-01 at 13.58.51.png button to the left.

You may filter or search for voters via the following items.

  • Identifier: Search for voters by their identifier.

  • Name: Search for voters by their name.

  • Voted at [date]: Search for voters by the date and/or time at which they voted. 

  • Voter Group: Search for voters by the voter group to which they belong. 

  • Contest count: Search for voters by the number of ballots available to them for voting.

  • Currently active: Search for voters by their status as active or inactive (“yes” for active, “no” for inactive). *Only for Live Conference Voting

  • Enabled: Search for a voter by their disabled/enabled status (“yes” for enabled, “no” for disabled).

  • Demo: Search for a voter type (“yes” for Demo voter and “no” for real voter).

  • Have voted on: Here, you can choose a voting round/slide to see the voters which have voted on the specified voting round/slide. You will need to select the name of the voting round/slide, NOT the name of the contest.

  • Have not voted on: Here you can choose a voting round/slide to see voters which have NOT voted on the specified voting round/slide. Again, you must select the name of the voting round/slide, NOT the name of the contest.

  • Sessions: Search voters by the number of sessions. *Only for Live Conference Voting

 

Take note that, when filtering voters, the number count displayed in the bottom left corner changes accordingly with your chosen filters.

Demo voters function as “test” voters for the election while it is still in draft mode. This enables users to test an election before it goes live. Demo voters will not be able to participate in the election once it is in live/production mode. Demo voters can be identified by the yellow “Demo voter” Screenshot 2024-08-01 at 14.07.46.png label. It is possible to create or remove the demo voter label on a voter by deselecting the box ‘Demo voter’ while creating or editing a voter. More about this feature can be found in the section covering the “Live” tab.

The public key is an encrypted string of code containing the election code. If this field is filled in, the user will not be able to reveal the election code, as it has been encrypted and the system cannot decrypt its value. Be aware that you cannot fill in both the election code and public key fields. If you want to make use of public keys when creating voters, read the section on our keys app to learn how to encrypt election codes.

Why do we have “public key” encryption for election codes? 

We want to provide users and voters with a secure election system and encourage them to uphold best practices when running a secure digital election. In order to achieve this, we offer public key encryption for election codes. This ensures that the election codes are kept separate from the election system by the organizer and that no one who has access to the election system can decrypt the election codes and vote on behalf of the voters.

When you enable Sign ups in the Configuration, a new option is available under the Voters tab called “View sign ups.” This can be used for Live Conference Voting.

By using the “Sign up” functionality, you can control who will participate in the election since voters will be required to sign up themselves. Through uploading all production voters as “disabled,” you will be able to enable them automatically as they sign up for the election event.