HOWTO Run Board Elections

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Revision as of 02:48, 10 May 2024 by SarahB (talk | contribs) (Added instructions for generating vote codes and creating the custom merge tag)
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Generating Member Vote Codes

Verify Members

Documentation coming soon!

Generate Member Vote Codes

Go to Random.org's String Generator and:

  1. Change the number of strings to generate to the number of current members
  2. Leave the string length set to 10
  3. Leave the checkbox next to "Numeric digits (0-9)" selected
  4. Click the checkbox next to "Lowercase letters (a-z)" selected - lowercase letters are used to avoid mistakes for members who opt to type in their code rather than copy and paste
  5. Leave the radio button next to "Each string should be unique (like raffle tickets)"
  6. Click "Get Strings"
  7. Import the generated strings to MailChimp as a Custom Merge Tag

Importing Member Vote Codes

Create Custom Merge Tag

Log in to AHA's MailChimp and:

  1. Go to the "Audience Dashboard"
  2. Click the "Manage Audience" dropdown
  3. Select "Settings"
  4. Select "Audience fields and *|MERGE|* tags"
  5. Click "Add a Field"
  6. Select the "Text" field type
  7. Edit the field columns as follows:
    • In "Field label and type" column, enter Vote Code
    • Leave the checkbox in the "Required?" column deselected
    • Deselect the checkbox in the "Visible?" column
    • In the "Put this tag in your content:" column, enter VCODE
    • Leave the "Default merge tag value" column empty
  8. Click "Save Changes"

Create the Ballot

We use Google Forms to create our ballots. When you build the form, you will also connect the ballot to a new Google Sheet to track responses. To create the ballot, sign in to an allhandsactive.org email address:

  1. Open Google Drive
  2. Click the "+ New" button
  3. Hover over the right-pointing arrow ( ▶ ) and select "From a Template"
  4. Select the template titled "[SEASON YYYY] - All Hands Active Vote of Confidence"
  5. Replace placeholder text indicated by square brackets ( [ ] ) with current information (remember to remove the brackets also)
    • Rename the form by replacing "[SEASON YYYY]" with either Fall or Spring and the current year (this will auto-update the form title as well)
    • Update the form description to replace "[Month YYYY]" with the current month and the current year and "[YYYY-MM-DD]" to the date that polls close
    • Update the Vote of Confidence question options from "[nth NOMINEE NAME]" to the nominees' names - add additional options as needed
  6. Connect the form to a Google Sheet to collect information
    • Click the "Responses" tab at the top of the form
    • Ensure that "Accepting Responses" is toggled to the on position (it should be colorful, not gray)
    • Click on "Link to Sheets" and keep "Create New Sheet" selected (it will auto-name the sheet, but if you need to, you can click on the generated sheet name and edit it before clicking "Create")
    • Click "Create" to create the sheet that will track votes
  7. Get notified of new responses - this will help you catch mistakenly submitted ballots and correct them prior to counting votes
    • On the "Responses" settings page, next to "Link to Sheets," click the three vertical dots
    • Click "Get email notifications for new responses" - you will now receive an email each time a submission comes in

Note: If you are running the election but do not have access to an allhandsactive.org email address, you can request one of the board members to create the form and sheet and provide you with the link. Incumbent nominees (i.e., current board members that are re-running) are barred from participating in the administration of elections, so make sure that you ask for help from a board member who isn't up for re-election.