Getting Started With Ballot Bliss

Getting Started With Ballot Bliss

Use this page to quickly access any Ballot Bliss interactive tutorial. Each walkthrough includes a short description of what you’ll learn and a direct link to launch the tutorial.

 Getting Familiar with Ballot Bliss

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Getting started with Ballot BlissGet familiar with the menu structure, including where to find key tools, how to navigate between sections, and how to access the features you’ll use most throughout the platform.Watch here

 

Importing & Validating Your Voter List

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How to Import a Spreadsheet
Review the full import process, including uploading your voter list, mapping fields, validating errors, fixing issues, and downloading a clean XLS file ready for import.

Election & Ballot Configuration

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How to Configure Elections & Ballots

Walkthrough of the Settings tab and Ballot Builder. Learn how to set voting windows, permissions, quorum, secret ballots, and how to begin building your ballot.

Ballot Builder Components

Each tutorial below covers a specific component available in the Ballot Builder.

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How to Add a Multi-Choice Question
Learn how to create multi-choice questions with selectable options, minimum/maximum selections, write-ins, required settings, and cumulative voting.
How to Add a Multi-Line Question
Create an open-ended response field where voters can enter longer text answers.
How to Add a Single-Choice Question
Add a question where voters can select only one
How to Add a Single-Line Question
Add a short-answer field where voters can type a one-line response
How to Add a Ruler to your Ballot

Review how to add a ruler to your ballot, including using the Ruler & Header element to visually separate sections and improve the overall layout and readability of your ballot.

How to Attach a File to Your BallotAdd files such as candidate bios, amendment text, photos, PDFs, or budgets directly to your ballot for voters to review.Watch here
How to Add Formatted Texts to your BallotReview how to add formatted text to your ballot, including using the Formatted Text component to apply paragraphs, and spacing that improve clarity and readability for voters.Watch here

Sending Out Your Ballot Invites
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How to send out Ballot Invites
Learn how to send ballot invitations to eligible voters. This guide walks you through sending invitations, and ensuring homeowners receive the information they need to participate in the election.


Settings

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Appearance & Branding
Configure your company’s visual identity across the platform. Upload logos, set brand colors, and add images for email footers and letterheads to ensure consistent branding.
Notifications
Configure email alerts for important system events, such as new user registrations and other relevant activity.


Thanks for using our interactive guides to learn Ballot Bliss. Keep this page bookmarked so you can return to any tutorial whenever you need it. And remember, you’re never on your own. Our team is here to help every step of the way.

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