2021 BallotReady Manage User Guide

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http://manage.civicengine.com

Features of Manage

  1. Can I search for candidates?

Yes!

  1. Can I add candidate information?

Yes! You can add any and all information for the following categories:

  • Education/Experience

  • Endorsements

  • Issue stances

  • Survey responses

Any information you add will immediately appear on the site

  1. Can I flag errors in candidate information?

Yes! You can create a ticket for our team directly from the candidate’s page. You can also view these tickets after they’re submitted at support.ballotready.org. 

  1. Can I view information about my users and how they use my site?

Yes! You can view your own personalized data studio directly in CivicEngine Manage. You’ll be able to track your data over any range of dates and see how your users are planning to vote on specific positions and measures.


Accessing Manage

  1. How do I log into Manage?

    1. Go to https://manage.civicengine.com/. You’ll see the page shown below.

    2. Login with the email you use to communicate with BallotReady and the password given to you by the BallotReady team.

      1. We recommend selecting Remember Me if you’re not on a public computer. 

    3. After you log in, you’ll see the candidate search tool.

Viewing Information on Manage

  1. What can the search tool do

    1. In Manage, you can find candidates and positions using the search tool. If you type in the candidate’s name or the name of the position, it will appear in the results. 

      1. You can use search or the Elections tab to find positions, but measures are only viewable in the Elections tab.

  1. The search function...

    1. Will return candidates who match on first and/or last names

    2. Will return positions that match any of the individual search terms e.g. results for a search for Mississippi Representative will include all positions labeled Representative and all positions labeled Mississippi.


  1. How do I search?

    1. You’ll see the search bar on the homepage when you log in to Manage. Simply type in the candidate or position name and click Search. 

    2. You’ll see an array of results. Select the candidate that you’re looking for.

      1. Note: You can use the dropdown menu on the left to filter by state to narrow your search.

  2. How do I use the Elections and Endorsers tabs?

    1. You can click on either of the two tabs in the top left of the page to access their information

  1. The Elections tab takes you to a list of elections, from which you can access positions and measures to be voted on in each election

    1. You can edit the names and descriptions of positions and measures here.          


  2. The Endorsers tab takes you to a page where you can see candidates endorsed by organizations on your site.

    1. You can edit which candidates you have endorsed on this page.

Adding Candidate Information: 

  1. What can I add to a candidate’s profile?

    1. You can add any information you want for any of the following categories, as long as you’ve decided to include them in your site. 

      • Biographical Information

      • Endorsements from your organization

      • Issue stances

      • Survey responses

      • Audio

      • Video

    2. IMPORTANT: Any information you add and save will appear on your site! 

  1. How do I add biographical information?

    1. Go to the About (candidate’s name)  section

      1. Click on Add free-form content and enter any new information in the text box. 

      2. Hit Save and Done to finish writing and upload the content to your site.

 

  1. How do I add issue stances? 

    1. Go to the Issues section of the candidate’s profile.

  2. Select an issue from the dropdown menu, and then Add free-form content.

 

 

 

  1. How do I add endorsements? 

    1. If the organization already exists in our database for your election, you will be able to select it from the dropdown menu.

      1. Select an organization from the dropdown menu and click save.

        1. The organization will now be visible in the list of endorsements (those with red Xs next to them). 

        2. It will also immediately appear on the candidate profile on your website. 

      2. To delete an organization, just click the red trash can on the same line.


  1. You can view and add candidates in the Endorsers tab located at the top of the page.

    1. Find and click on your organization, then use the Add Candidate tool to add your endorsement to more candidates or click on the red trash-can icon to delete a candidate from the list of endorsed candidates.


 

  1. How do I add questionnaire or survey responses? 

    1. Go to the Questionnaire section on a candidate’s profile

    2. Enter survey responses under their corresponding pre-loaded questions (entered by the BallotReady team).

      1. NOTE: Beta Manage will put all of your questions on one list, so if your organization has multiple surveys, make sure to answer the correct corresponding question.

Flagging Incorrect Information

  1. What can I review?

    1. Everything!

      1. You can see all of the information as it appears on the site. 

      2. You can click on candidate links to review them. 

    2. If you find errors within the sourced information on the site, you cannot edit them directly. 

      1. Instead, you can click on the flag icons next to candidate information and create a ticket for our team that you can track in your client portal: https://ballotreadyservice.freshdesk.com/support/home

  2. How do I flag a mistake?
    A. Click on the flag icon on the top right of the candidate’s page.


  1. A form will appear. You can enter your message about the incorrect information here. If you have new information you would like to add, you can also enter a hyperlink to that information

  2. You can track and view these tickets through our Client Portal at support.ballotready.org.
      

Customizing Positions and Measures

  1. How do I change the position information for my site?

    • You can adjust the names and descriptions of any position in the elections tab of manage

      1. First, go to the election page by clicking the word elections in the top left of manage, and click on the election you'd like to edit

      2. The Positions tab on the left side will lead you to a list of all positions on the ballot during that election.

      3. Click on any of the specific positions, and you'll be able to edit the name and description.

  1. How do I change the measure information for my site?

  1. You can add analysis to any measure in the elections tab of manage

    1. First, go to the election page by clicking the word elections in the top left of manage, and click on the election you'd like to edit

    2. The Measures tab on the left side will lead you to a list of all measures on the ballot during that election.

    3. Click on any of the specific measures, and you'll be able to add an Analysis section to explain the measure to your voters.

Understanding Your Analytics

  1. Where do I find my data?

At the top of Manage, click on the tab labeled Analytics.

You'll see a page that looks like the image below. This is your data studio.

  1. Where does all this data come from?

  1. The data comes from visits to your CivicEngine site during the selected time period.

    1. To change the time period, use the drop down in the upper-right corner of your data studio.

  1. What's the difference between pageviews, sessions, users, and bounce rate?

  1. The most common metrics you'll see in your studio are sessions, pageviews and users.

  2. A pageview happens anytime your page is loaded on any platform, at any time, by any user.

    1. This includes anytime someone visits your site and reloads the page, or clicks a social media link and then returns to the voter guide.

  3. Sessions are counted when a unique user visits your site any number of times within a half hour.

  4. Users are identified as any unique visitor to your site.

  5. Bounce Rate is the percentage of users that leave your site after visiting only one page. On a voter guide, this would mean they didn't click on any positions, candidates, or measures.

For example: Lori from Chicago visits your site at 11:30 AM, clicks on a link to a candidate's Twitter account shortly after entering the site, and returns to the site at 11:40 AM. Then she leaves her computer to walk her dog, and returns to the site at 12:10 PM to save a candidate or decision for every position or measure and finishes at 12:35 PM.

  1. This would be counted as 3 pageviews, because the page reloaded 3 times, 2 sessions, one starting at 11:30 AM and ending when Lori was inactive while walking her dog, and one starting at 12:10 PM, and 1 user, since nobody but Lori was visiting your site. 

  1. What do all of these graphics mean?

Standard Data

All BallotReady products come with a standard Google data studio, which includes the following information: 

Users and Sessions

  • The top left of the studio shows you a count of sessions on your site over the date range specified.

  • You can see a peak around May 21. Turns out, that was the date of Pennsylvania's primary election, and voters tend to procrastinate.

  • To the right of that is a map. This shows you which geographic areas your users come from. Each dot is a different city, and the size and color of dots is correlated with the number of sessions.

  • Below the map and graph, are a couple charts and tables. The left side shows you how your users found your site by showing what percentage, and what raw number of sessions come from which sites. To the right shows a table representation of the map above. Below that is a graph of the number of sessions from links on different social media platforms.

        

  • The very bottom of the Users and Sessions section shows the demographics of your users by age and gender.

  • This data shows that our example trended female and "young but not too young" as 25-34 year olds were most represented and 18-24 year olds were least represented.

Premium Data

Customers who purchase our premium data package will also see these metrics:

Ballots

  • The first section in Ballots shows how many ballots have been saved on your site on each day during the time range specified compared to the number of ballots saved at the same point directly before this time range.

  • Here we can see most users saved their ballots on May 21st, the day of Pennsylvania's primaries.

  • Underneath, you can filter by position, level, or candidate to see the specific candidates and positions most voters saved on their ballots. This is by no means a scientific poll, but it can show some insight into who your users are.

  • The next section shows the number of users saving measures and referenda to their ballots

Plans to Vote

  • This section shows you information about the users that are using your Make a Plan to Vote tool.

  • The first area in this section shows how many plans to vote and reminders are being created by users. It should appear like the image below.

  • Underneath the first area are two charts that show the date and times at which voters plan on visiting the polls.

  • The last area shows the specific polling locations where your voters plan on voting. This, along with the map near the top of the studio, can give you insight into the locations of your users.

  • The dropdown menu can filter by location, address, and planned voting date.

  1. What can I do with this data?

  • Besides giving you insightful data in a helpfully visualized manner, the Data Studio also gives you the opportunity to export your data.

  • Simply right click on whichever section of data you want exported, and Google will give you the option of downloading a .csv file or exporting data directly to Google Sheets.


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Questions? 


Email sarah@ballotready.org or visit our support page 


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