Voting and authorizations
Voting and authorizations
1. Upload the list of your members who have the right to vote
To create the list, please see this tutorial.
To upload the list, go to Manage > More > Import > Import Orders
When you upload the list:
- Select the ticket type "Member (will vote)" (or something similar)
- Uncheck "Send by Email", so that they will not receive any e-mail at this point.
- In case of a multi-lingual event, select the language of the persons in the list you are uploading (you need to have a list for each language)
2. Upload the list of the persons who have been authorized by members to vote.
To create the list, please see this tutorial.
To upload the list, go to Manage > More > Import > Import Orders
When you upload this list:
To upload the list, go to Manage > More > Import > Import Orders
When you upload this list:
- Select the ticket type "Authorized to vote" (or something similar)
- Uncheck "Send by Email", so that they will not receive any e-mail at this point.
- In case of a multi-lingual event, select the language of the persons in the list you are uploading (you need to have a list for each language)
If you don't have lists, you can always create an Order of ticket type "Member with voting right" or "Authorized to vote" (or something similar) at Reports > Orders. Again, while creating the Order, uncheck the "Send by email" option so that he will not receive any e-mail at this point.
3. Authorizations
If a person (person A) authorizes another person (person B) to vote, person A will not be able to vote. If the voting event is streamed, person A will be able to use his personal link to watch the streaming, but he will not be able to vote.
If a person (person C) has more than one authorizations, he will be able to vote on behalf of each person that authorized him. Person C will use his own personal link to vote on behalf of all persons that authorized him.
If a person (person C) has more than one authorizations, he will be able to vote on behalf of each person that authorized him. Person C will use his own personal link to vote on behalf of all persons that authorized him.
To declare Authorizations, follow these 2 steps:
Step A.
Go to Manage > Registratrions, select a member that has authorized someone else, click Actions and select Change Order.
Click Change ticket type and change from "Member (will vote)" to "Member (has authorized other)".
Go to Manage > Registratrions, select a member that has authorized someone else, click Actions and select Change Order.
Click Change ticket type and change from "Member (will vote)" to "Member (has authorized other)".
You can continue this process for all members that have authorized someone else.
Then got to Step B.
Step B.
Go to Online > Surveys, click More and select Voting Authorizations.
On the "Authorized" list box, select or search for a person who is authorized to vote by the "Authorizer".
On the "Authorizer" list box, select or search for a person who authorizes the "Authorized" to vote on behalf of him.
On the "Authorized" list box, select or search for a person who is authorized to vote by the "Authorizer".
On the "Authorizer" list box, select or search for a person who authorizes the "Authorized" to vote on behalf of him.
Click Add.
A new pair will be created. You can continue this process for all authorizations.
4. Send voting links
When your members are uploaded and authorizations are done, you are ready to send the personal voting links.
Usually, the voting link is added in the e-ticket, so you just need to send the tickets to your members and to authorized persons.
To send the tickets to all persons that will vote, first make sure that the voting link is correctly inserted in the e-ticket (at Event > CUSTOMISE design). Our support team can help you on this.
Then, go to Manage > Contact Attendees
Then, go to Manage > Contact Attendees
- select "Send to all attendees"
- important select the ticket types: "Member (will vote)" and "Authorized to vote"
- at More Settings choose "Attach Tickets"
- finally, click Preview, and then click Send.
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