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Launch a Voting Campaign

The voting campaign allows you to engage your employees in selecting projects to fund.

Updated over a month ago

๐ŸŽฏ Purpose of the Article

  • Co-build programs with your teams

  • Foster engagement through a quick and clear voting experience

  • Empower employees to make impactful decisions

โœ… How It Works

Element

Details

๐Ÿ”— Access

Public or employees only URL

๐Ÿ—ณ๏ธ Voting method

One-click vote for one or more projects

โš™๏ธ Initial setup

Contact your CSM to activate the feature

๐Ÿงญ Steps to Launch a Campaign

1. Create the Projects to Be Voted On

  • Go to My Actions > Call for Projects > Projects

  • Click Create a project

  • Fill out the form and save

๐Ÿ“Œ The order of appearance of the projects matches the order of creation.

2. Create the Voting Campaign

  • Go to Call for Projects > Voting Campaigns > Create a campaign

  • Set up:

    • Visibility: internal or external

    • Publication: immediate or scheduled

โš ๏ธ Once created, you canโ€™t add more projects to the campaign.

๐Ÿ“Š Track the Votes

  • Navigate to Call for Projects > Voting Campaigns > Vote tracking

  • From here you can:

    • View collected votes

    • Sort data

    • Update vote statuses manually

๐Ÿง Each employee can only vote once per campaign.

๐Ÿ”„ Vote Statuses

Status

Meaning

โณ Pending confirmation

Vote not yet confirmed (external campaigns only)

โœ… Voted

Vote confirmed

โŒ Rejected

Vote manually invalidated

๐Ÿ† Announce the Winners

At the end of the campaign (status: Review):

  • Sort projects by number of votes

  • Click Select to designate one or multiple winners

๐Ÿ”š Close the Campaign

  • Click End campaign

    โš ๏ธ This action is final.

Once closed, the public page will only display the winning projects.

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