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Choice Voting Documentation
 * Menu
    * Nominations Support
    * Back to Choice Voting
    * Open a support ticket

 * Getting Started - General Users
    * Getting Started – First Steps

 * Getting Started - School Users - Governor Elections
    * Creating a Parent Governor election step by step

 * Primary Dashboard
    * Primary Dashboard Overview

 * Election Overview
    * Election Overview Dashboard

 * Settings
    * Election settings and rules
    * Election Settings – Voter Settings
    * Changing election dates
    * Enable Email Notifications
    * Archiving an Election
    * Duplicate an election
    * Deleting or cleaning an election

 * Notification emails
    * Notification Emails Overview
    * Customise voter notification emails

 * Election Positions
    * Create a Position
    * Choosing a count method for your position

 * Candidates
    * Add Candidates to an Election
    * Candidate Actions
    * Ordering Candidates

 * Voters
    * Importing Voters
    * Correcting a voters Email address
    * Resend an email notification to individual voters
    * Voter Groups

 * Election Preview
    * Preview Election Setup

 * Launching elections
    * Launching an election

 * Election Results
    * How To Find Your Election Results
    * Recount results

 * Integrations
    * Integrate With Arbor MIS
    * Integrate with NationBuilder

 * Hybrid Voting
    * Adding Postal Voters

 * Account Details
    * Adding a company logo
    * Invite a new user
    * Deleting your Account
    * Data Processing Agreements
    * Request Invoice Payments

Choice Voting Documentation
 * Nominations Support
 * Back to Choice Voting
 * Open a support ticket




GETTING STARTED – FIRST STEPS
#


A SIMPLE GUIDE TO SETTING UP YOUR FIRST ELECTION




GETTING STARTED – FIRST STEPS
#

Choice Voting is designed with simplicity in mind, and consists of a few simple
steps to getting your election launched and collecting votes.

Most elections consist of the following elements

 1. A single or multiple positions

 2. Candidates

 3. Voters

An Election may also consist of

 1. Both positions and resolutions/motions

The basics of setting up any election can be completed in a few steps consisting
of

 1. Create a new election: Click the "add new election" button on your main
    dashboard and complete the required details

 2. Add your positions: Add your required positions to your election, you can
    add as many as you require. (how to create a position)

 3. Add candidates to your positions: Whilst creating a position you can move to
    the candidates tab and add the candidates to the created position, or you
    can do this later by navigating to Candidates and clicking "Add Candidate".
    (How to add candidates)

 4. Add voters: Voters can be added one by one, or by uploading a CSV or XLS
    file containing voter information. (How to import voters)

 5. Check the election functions as expected: Using the built in preview option
    allows you to interact with your election as a "voter" would. This is
    perfect for testing you have a good setup.

 6. Launch the election: Once everything is checked and working as expected you
    can launch your election.



NOTE: THERE ARE ADDITIONAL SETTINGS THESE CAN BE FOUND IN THE "SETTINGS" MENU,
MOST ARE OPTIONAL BUT YOU MAY WISH TO REVIEW THEM BEFORE LAUNCHING.




WATCH THE FOLLOWING DEMOS IN ORDER FOR THE IDEAL SETUP STEPS
#





NOW THAT YOU HAVE AN ELECTION CREATED, WE CAN BEGIN TO ADD POSITIONS TO THIS
ELECTION
#



NOW WE HAVE POSITIONS IN OUR ELECTION, WE ARE READY TO ADD SOME CANDIDATES TO
THOSE POSITIONS.
#



WE CAN SEE A PREVIEW AT ANYTIME (MINIMUM OF 2 CANDIDATES REQUIRED) TO CHECK ON
THE ELECTION SETUP
#



NOW TO ADD YOUR VOTERS. THIS IS THE LAST STEP IN CREATING THE ELECTION BASICS.
#



Now we have created the minimum required structure for your election, you are
free to launch the election - note however, there are other settings available
such as branding and email notification customisation.

Launching an election





 * Register
 * Login
 * Contact
 * policies
 * Book A Demo

© RDT Systems Limited t/a Choice Voting 2024 ·
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On this Page
 * Getting Started – First Steps
 * Getting started – First Steps
 * Watch the following demos in order for the ideal setup steps
 * Now that you have an election created, we can begin to add positions to this
   election
 * Now we have positions in our election, we are ready to add some candidates to
   those positions.
 * We can see a preview at anytime (minimum of 2 candidates required) to check
   on the election setup
 * Now to add your voters. This is the last step in creating the election
   basics.