Creating Choice Groups allow voters to easily select a group of choices within or across questions. 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 groups, you will have two options for how it will function for your voters:
- Voters use a button to select all Group 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 Group 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 Choice Groups
While on the Ballot page navigate to the bottom of Advance Ballot Customization, and select "Choice Groups". Select "Settings" to open your Choice Group set up.
When creating your first group you will be brought to the Choice Groups page. This is where you will provide the prompt for your slate, enter your Group Name, select your Group Type (select all or select a specific requirement), and select the choices that belong in the slate.
Select your Group Name (maximum 25 characters), and select your preferred Group Type. Select all applicable choices from your ballot for the group.
If you have more groups 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 groups. If you want to exit the creation and editing, select "Cancel" at any time.
Tip: Once you have 2 groups created you can switch between your created groups using the list on the left. Just select the slate you want to switch to.
Voting Experience
When the group is in place, settings will appear on the ballot for the voters. These will differ depending on your selected Group Type. Both Group Types can be used on a ballot at the same time.
- Voters use a button to select all Group Choices
- Voters must select a certain number of Group Choices
Voters use a button to select all Group Choices
When this Group Type is selected, your group(s) will appear on the ballot for voters.
Voters can select a group, and the group options will be automatically selected on the ballot.
Voters must select a certain number of Group Choices
When this Group 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
Choice groups are versatile and can be used for a number of scenarios! A few examples have been included below.
Using Choice Groups for Slate Elections
This is a group of candidates campaigning together on a shared platform for multiple open positions.
Using Choice Groups for Select All Scenarios
Choice Groups 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 Choice Groups 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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