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Elections
9 January 2025

Elections

The Elections feature empowers administrators to create and manage polls or elections for members. These elections can include various question types and are accessible to members through two primary methods:

  1. Email Invitations: Members receive emails containing a unique link that requires login to cast their vote.
  2. Member Area: Eligible members can log in to the member's area to access and complete the election.


Important: To ensure election integrity, the system allows only one vote per member.

Elections Main Page

The main Elections page provides administrators with a comprehensive overview of all elections.

  • Election Table: Displays a list of past and current elections, including their name, start/end dates, description, and key actions.
  • Add New Election: Allows administrators to create new elections.

The table includes the following columns:

  • Election: Election name, start/end dates, and description.
  • Actions: Options to edit, delete, send email reminders, and generate reports.
  • Eligible Voters: Number of members yet to cast their vote.


Sending Election Emails

There are two ways to send election emails to your members:

  1. From the Election Creation Wizard: Click the email link on the final page of the wizard.
  2. From the Elections Module: Navigate to the Elections module in the administrative area and click the email icon (envelope) next to the desired election.


Creating the Election Email

The email creation process consists of three steps:

Step 1: Message Content

  • Sender Information: Enter a friendly name and reply email address for the email.
  • Subject Line: Write a clear and concise subject.
  • Email Body: Compose the email content, including any relevant information, images, or links. Keep the message simple and engaging.


Step 2: Select Recipients Choose members to receive the email using one of the following methods:

  • Individual Selection: Manually select members from a list.
  • Criteria-Based Selection: Select members based on specific criteria set during election creation.
  • Membership Plan Selection: Add members from a particular membership plan.
  • Project/Committee Selection: Include members involved in specific projects or committees.


Step 3: Review and Send Review the recipient list, email subject, and message content. Once confirmed, click "continue" to send the email notifications.


Reports

Two main reports are available: Results and Respondents.


To access either report, you'll need to navigate to the Elections module. Within this module, each election has a "Reports" button. Clicking this button for a specific election will display the available reports.


The Results report provides a summary of the election outcomes. For multiple-choice questions, it shows the total number of responses for each option. Text-based answers are listed individually.


The Respondents report lists all individuals who completed the election.

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