Add a New Election


Administrators can hold elections entirely via AMO, including setting who is eligible and writing custom notifications.

To add a new election, go to Election Management > Elections.

  1. Select the green "Add Record" button; the Add Election window will appear.

  2. Enter basic information about the election into the provided fields:
    • Election Title, Active From, and Active To
      • Self-explanatory
    • Active Election
      • Check this box to make the election live for participation; if unchecked, the election will be in "standby" mode.
    • Display Questions Numbers
      • Check this box if you'd like elections questions to be numbered (versus unnumbered).
    • Include Captcha
      • Check this box if you'd like participants to pass a CAPTCHA (Are you a robot?) when voting.
    • Send Confirmation Emails
      • Check this box if you'd like participants to receive confirmation emails after participating.

  3. Specify member types to be excluded.
  • Select from the list of member types, and use the arrow buttons to include/exclude them from the election.

  1. Enter an Election Header, which will be displayed at the top of the user-facing election page on the Ballot tab.

  2. Enter an Election Conclusion Message, which will be displayed when an election has been completed.

  3. Enter an Alternative Election Member Center Button Message, which will appear at the top of the Member Center when the election is active.
    • If this field is left blank, the system will display the election title by default.

  4. Enter an Alternative Vote Submission Confirmation Message, the default text members will see after submitting their vote.

  5. Enter an Alternative Confirmation Email Message, the confirmation email members will receive following their submission.
    • If this field is left blank, the system will send a general confirmation email.

  6. In the Upon Completion, Send Email Notification To This Email Address field, enter an email address where the notification of the completed election is to be sent.

  7. Select Add Election at the bottom of the screen to save changes.

A green confirmation message will appear at the top of the screen when the change has been successfully saved.