How to set up a ballot

Ballot Settings

Before you can begin building your ballot form, you must first configure your Ballot Settings. This essential step allows you to define the rules, permissions, and visibility settings for your ballot. This guide walks you through each setting, explaining its purpose and offering best practices to help you make the most of your upcoming vote.

Required Fields

Fields marked with an asterisk (*) are mandatory and must be completed before proceeding.

Title & Description 

1. Form Name*

The Form Name appears at the top of the ballot and in the ballot listing page. It gives voters a quick understanding of the ballot’s purpose.

Notes

Best Practices:

  • Keep it short and clear.

  • Use concise wording that reflects the ballot’s intent.

  • For recurring events (e.g., annual elections), include the relevant year.


2. Description

This section is displayed above the ballot and on the ballot listing page. It provides a summary of the ballot’s purpose and basic instructions (this is not where the ballot itself is built. See Ballot Builder for that).

Notes
What to Include:

  • A brief overview of the voting process.

  • Simple, easy-to-follow guidance for voters.

Notes
What to Avoid:

  • Legal or overly technical language.

  • Detailed instructions better placed elsewhere in the app.

  • Ballot content such as candidate names, motion text, or voting options. This should be added in the Ballot Builder area, not in the description field, to avoid confusion.

Voter Permissions & Access

​User Vote Permissions

Specify who in your organization can vote on this ballot.

NotesImportant Note:
Board members are treated as a separate group from owners. If your board members are also owners, be sure to select both groups to ensure full access.


Form Restrictions

​Restrict to 1 Vote per Unit
Enable this setting to allow only one vote per unit or account. If multiple individuals are associated with the same unit, only the first submitted vote will count.

  • Enabled: Only one vote per unit is accepted.

  • Disabled: No limit on how many votes an individual can submit. This is ideal for informal polls or surveys where collecting multiple responses per unit is acceptable or encouraged.

Secret Ballots

Use this setting when anonymity is essential. Enabling Secret Ballots ensures that voter identity is not connected to the vote data, while still maintaining control features like one vote per unit.

Info
How It Works:

  • Two separate, un-linkable data sets are maintained to ensure privacy; the platform never links the voter’s identity to their selections. This method allows votes to remain confidential while still maintaining the accuracy of results.

Warning
Warning:
Once Secret Ballot is enabled, it cannot be reversed. The system does not allow any way to reconnect voter identities with their submissions later.