Voter Onboarding with NemoVote: A Comprehensive Guide

Chapters


Introduction: Onboarding Voters in NemoVote

This article explains how to efficiently onboard voters in NemoVote, allowing you to start your elections quickly and securely. We’ll guide you step-by-step on how to populate NemoVote with the voter information you need to conduct votings online.


Step-by-Step Guide From Preparation to Invitation

Step 1: Preparation for Secure Voter Onboarding

To ensure a smooth and secure voter onboarding process in NemoVote, you need an email address for each voter. Collect all required information in an Excel file, including optional details like:

  • Username: e.g., surname, organization, or group, which allows voters to log in in addition to their email address.
  • Display Name: This name is visible to administrators and, in non-secret elections, can optionally appear in the election export.

Tip: We recommend assigning an email address to each voter to simplify password resets and sending invitations.


Step 2: Your options to add voters

There are three ways to add voters to NemoVote:

  1. Manually: Add voters individually through the user management system.
  2. Bulk Upload: Add multiple voters at once using an Excel spreadsheet.
  3. Self-Registration: Allow voters to register themselves via a secure link (optional).

Step 3: Bulk Uploading Voters

The Bulk Upload is the most efficient way to onboard a large number of voters simultaneously. Here’s how it works:

  1. Copy the data (email addresses and optional username/display name) from your Excel file.
  2. Paste it into NemoVote.
  3. NemoVote will automatically create passwords and send login credentials (or you can do so manually later).

In the user management menu, click "Add Multiple Voters" to start.

Add multiple voters

Supported Data Fields:

  • Username
  • Email Address (mandatory)
  • Display Name
  • Vote Weight (use the advanced template to enable this).

Video Tutorial: Step-by-Step Voter Upload

The following video (in English) shows how to upload voters from Microsoft Excel to NemoVote.


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Step 4: Sending Credentials Personalized via Email

Login credentials can be sent immediately after uploading the voter list. To do this, enable the checkbox "Send Credentials Email Immediately" after uploading. Alternatively, you can send the credentials later by clicking the envelope icon for individual users or selecting "Send All Credentials Emails" at the top right of the user management menu.

Once credentials are sent, voters will receive their login details (username and link) via email. If the email doesn’t arrive, voters should check their spam folder. Using the login link, voters can set their own password.

Example voter invitation email:

Personalized Voting Invitation Email

Flexibly edit the content and subject of the invitation email. For more information, check out our article:

We recommend personalizing the voter invitation email to ensure it isn’t mistakenly flagged as spam. Read: Customizing the Voter Invitation Email

Alternative: Enabling Voter Self-Registration

NemoVote offers a self-registration feature, allowing voters to register themselves via a secure link. This feature is disabled by default.
Contact us to activate self-registration.

Self-Registration


Conclusion: Simple Voter Onboarding with NemoVote

With these four steps, you can successfully onboard voters in NemoVote and optimize your election process. Depending on your election type, you can add voters manually, upload them via a spreadsheet, or enable self-registration.


Unsure About Running the Online Voting Process Alone? We’re Here to Help.

Digital voting with NemoVote is simple, but administrating an important event first time with digital elections might require additional support. We assist and provide guidance before, throughout and even after the election. If prefered, we also offer a fully managed election, where we conduct the voting for you. Many of our clients can’t imagine working without our live support. Let us support your election! Contact us now with the keyword “Live Support.”