Adding Endorsements

How to add new endorsements using BallotReady’s endorsements tool

How to Access the Tool

1. Log in to manage.civicengine.com

2. From the left-hand menu, select Endorsements

   

3. If you've already uploaded endorsements, you’ll see a list of endorsements that are currently live on your tool. From this page, you can view your existing endorsements, delete endorsements, filter endorsements, or select to add new endorsements.

If you haven't already input endorsements you'll see a list of zero, like the screenshot below:

How to Add Endorsements

1. Click on the New Endorsements+ button on the upper right side of your screen.
   
2. Selecting an Upcoming Election:
   1. Select the state in which you’d like to add an endorsement and then click next. TIP: you can begin typing the name of a state to narrow the menu.
   2. Click on the election in which you’d like to make an endorsement. The Elections menu will display any elections within your coverage for the upcoming year. If you don’t see the relevant election, reach out to your Customer Success Lead.
   3. Click the grey Next button on the lower righthand side of your screen
3. Adding endorsements
   1. Click the large Add Endorsement + button
   2. Click Select position and begin typing the name of the position (for example, Tacoma District 10 School Board). This menu will search for any position on the ballot in the selected election.
   3. Once you’ve selected a position, the candidate dropdown will show you a list of candidates BallotReady gathered for that position from sample ballots. Select the relevant candidate.
      1. NOTE: If you don’t see your endorsed candidate, double check that you’ve selected the correct position. Once you’re sure the candidate should appear, select report an error. This will submit a ticket to our team, and we’ll take it from there. Your CS Lead will be cc’d on any ticket that you submit!
   4. Once you’ve selected your candidate, click Confirm Selection.
   5. After confirming, you can select to either add another endorsement or submit the endorsements you’ve input. To add more endorsements, click on Add Endorsements +. To submit the endorsements, click on the gray Submit button.
      
   6. After you click Submit, you'll automatically return to the endorsements summary page. There will be at least one banner summarizing which endorsements were successfully added. In the screenshot below, an endorsement for Korey Strozier already existed, and the tool made sure not not to duplicate it.

For more information or support for adding endorsements, please reach out to your Customer Success Lead.