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Basic settings

To create your vote pledge page, click on Website > [Site Name] > + New Page.

  1. Enter the name of the page and slug.

2. Select the Vote Pledge page type. 

📌Note: Based on what add-ons you have enabled for your nation, the featured pages may be different.

3. Select the checkbox to include (or not include) the page in top nav or supporter nav.

4. Click Create Page at the bottom.

You will be directed to Vote pledge settings > Basics.

1. Include all yes votes pledged in total, not just the ones from this page. This will be checked by default. This means pledges from other pages or actions taken by your or staff will be counted in the total.

2. Include all strong and weak supporters (1s and 2s) in the yes total, not just people we know can vote for the candidate. This will be checked by default.

3. Goal for yes votes- Input the number of yes votes you'll need to win your election.

4. Additional yes votes to add to total- This will default to zero, keep it zero unless you've collected offline pledges of support that haven't been logged in your nation yet. 

5. Tag people who pledge to vote 'yes' with- You can set tags for pledgers for easy filtering to find them later. (e.g. pledged, pledged-May 2018, etc.) This is highly useful when the goal is achieved and you would like to quickly find all people who pledged to solicit further support. If you do not enter a tag into this field, there will be no way for you to identify who pledged to vote through this page.

6. Membership (Optional)- If you'd like to assign all people who pledge 'yes' a membership, you can do so here, as well as set an expiration date for the membership.

7. Add to Path (Optional)- Select this box if you'd like to add everyone who pledges 'yes' to a path.

8. Tag people who pledge to vote 'no' with- You can set tags for pledgers for easy filtering to find them later. (e.g. pledged-no, pledged-no-May 2018, etc.) This is highly useful when the goal is achieved and you would like to quickly find all people who did not pledge.

9. Membership (Optional)- If you'd like to assign all people who pledge 'no' a membership, you can do so here, as well as set an expiration date for the membership.

10. Add to Path (Optional)- Select this box if you'd like to add everyone who pledges 'no' to a path.

11. Tag people who are unsure with- You can set tags for pledgers for easy filtering to find them later. (e.g. pledged-unsure, pledged-unsure-May 2018, etc.) This is highly useful when the goal is achieved and you would like to quickly find all people who are unsure to solicit further support.

12. Membership (Optional)- If you'd like to assign all people who pledge 'no' a membership, you can do so here, as well as set an expiration date for the membership.

13. Add to Path (Optional)- Select this box if you'd like to add everyone who pledges 'yes' to a path.

14. Click Save settings.

Intro

Once you set up the basics for your vote pledge page, you can set up the Introduction. Give people a little information about the candidate or issue you'd like support for. When your introduction includes a video, this is the perfect page for people to send their friends.

1. Headline- Enter whatever headline you'd like to use to appeal to your audience.

2. Write a short blurb that will display before asking people for their support. 

3. Click Save intro text.

Yes/unsure/no- answer specific settings

Next, you can set up specific settings for each type of pledge answer. 

1. You may assign a point person to the pledger, if a point person does not already exist for that person’s profile. 

2. After pledging yes/unsure/no, what page should they land on next? If you'd like people who pledge to be directed to another page after pledging, set that here by entering the slug of the page. 

3. Type in a blurb you'd like to display before the signup/more info/do not call-contact forms. 

4. Click Save settings

Autoresponse (only on Yes/Unsure settings)

You can also set up an autoresponse email for folks who pledge yes/unsure. Click on Autoresponse

1. You can chose to automatically send yes/unsure pledgers an email. It will be checked by default on for yes pledgers and not checked by default for unsure pledgers.

2. Choose which broadcaster you'd like to send the email from.

3. Enter a subject for the email.

4. Customize your email message.

5. Click Save autoresponse email .

Text Keywords (Yes pledges only)

You can also send a text to people with a keyword they can text back to signify a 'yes' pledge. Click on Text keywords.

1. Choose which broadcaster you'd like to send the text from.

2. Write in the keyword users can send back to signify a pledge. For example, YES. 

3. Autoresponse with this text- Once a person texts the keyword, you can chose to send them an autoresponse text, for example, "Thank you for pledging to vote for _____!"

4. Click Add keyword.

Once you've tweaked the settings how you wish, click Publish to make your page live. Now you're collecting ID's online!

Related HOWTOs

How to import a voter file

 

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