Getting the E-Vote link to Owners

Navigation: Shiftsuite's E-Vote Platform
Purpose: To efficiently resend E-Vote ballots to the Owners

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If you are hosting a Self-Moderated meeting using Shiftsuite's E-Vote Platform, you will receive training on the system, and we encourage you to ask questions throughout the process.

In some cases, an owner may not have an email on file or may claim they did not receive their E-Vote ballot.

This can happen if they have marked "no-reply" emails as junk, causing the ballot to be delivered to their spam, junk, or promotions folder, or if they use a different email during the meeting.

• To send a ballot to owners unable to locate their ballot, log in to E-Vote.

• Use the search bar to find the relevant E-Vote instance, then click the Edit button (Pencil icon) to enter the ballot details.

• Once you've entered the ballot, click over to Owner Details. 

• If an owner does not have an email on file, ask them to provide it via Zoom's Q&A feature.
• Then, click the hyperlink in the Email Address line and enter the email they provided.

• If an email contains a spelling error or has been marked as junk, ask the owner to confirm their email through Zoom's Q&A feature.
• If the email they provide differs from the one on file, click the email hyperlink, update it, and select "Save Email and Send Key."
• If it matches the existing email, simply re-send the ballot by clicking "Save Email and Send Key" and suggest they search for it using the ballot name, typically formatted as Corporation Name - Year E-Vote (e.g., 00BW00 - 2021 E-Vote).
• This refreshes the ballot in their inbox and invalidates any previously received ballots.