Creating Slate and Choice Groups allow voters to easily select a group of choices within or across questions. Slates and Choice Groups can also be used to ensure voters select a minimum or maximum number of choices. For example, there must be 2 women elected for a position.
When building your slates, you will have two options for how it will function for your voters:
- Voters use a button to select all Slate Choices: In this case, you create a slate, which can have choices across questions. Voters select this button, and all choices in that slate are automatically applied.
- Voters must select a certain number of Slate Choices: You create a slate, noting which choices fall into the required choices. You can then set a minimum and maximum of choices required for that set of options.
Creating Slates and Choice Groups
While on the Ballot page navigate to the bottom of Advance Ballot Customization, and select "Slate and Choice Groups". Select "Settings" to open your Slates and Choice Group set up.
When creating your first slate you will be brought to the Slate and Choice Groups page. This is where you will enter your Slate Name, select your Slate Type (select all or select a specific requirement), and select the choices that belong in the slate.
Name your slate (maximum 25 characters), and select your preferred Slate Type. Select all applicable choices from your ballot for the slate.
If you have more slates to create, select "+ Save and New" until you are done. Select "Save and Exit" and then "Back to Ballot Design" when you are done creating your slates. If you want to exit slate creation and editing, select "Cancel" at any time.
Tip: Once you have 2 slates created you can switch between your created slates using the list on the left. Just select the slate you want to switch to.
Voting Experience
When the slate is in place, settings will appear on the ballot for the voters. These will differ depending on your selected Slate Type. Both Slate Types can be used on a ballot at the same time.
- Voters use a button to select all Slate Choices
- Voters must select a certain number of Slate Choices
Voters use a button to select all Slate Choices
When this Slate Type is selected, your slate(s) will appear on the ballot for voters.
Voters can select a slate, and the slate options will be automatically selected on the ballot.
Voters must select a certain number of Slate Choices
When this Slate Type is selected, voters will be required to select a certain number of options in a choice group.
As voters make their selections, the choice group requirement will update to inform them before they select "Continue".
Ballot Examples
Slates and choice groups are versatile and can be used for a number of scenarios! A few examples have been included below.
Using Slates for Slate Elections
This is a group of candidates campaigning together on a shared platform for multiple open positions.
Using Slates for Select All Scenarios
Slates can be used as a "Select All". For example, if you want voters to have an option select all "Yes" choices, and another to select all "No" choices you can use a slate for this.
Similarly, you may want to use this to note Bylaw Review Committee recommendations.
Or, also note incumbent candidates!
Using Slates for Specific Requirements
Depending on an organizations bylaws, it may be required that a certain set of options are selected.
As an example, the bylaws may require that at least one elected candidate is a junior member.
Or, you can make sure that elected candidate are from a certain region to meet requirements.
For the original Slate Voting set up process, pleae see: Ballot Design - Slates
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