This feature available on the Agency Plan
Contents
Getting There
Changing the Text
Setting Up the Notification Email
Overview
You can use email addresses to restrict votes in the Entry Display Widget. This process requires a voter to submit an email address upon clicking the button to vote. Once submitted, the voter will receive a notification email with a unique code, which they would then enter into a box on your campaign - at that point, the vote would be registered. The process is the same as how two-factor authentication works for login on most of today's popular websites.
Because of how this feature works, it takes a bit more configuration than it would if you were to use Anonymous IP/Fingerprint or Facebook Login for restricting votes. In this doc, we'll walk through the process of getting voting restriction by email address up and running in your campaign.
Getting There
There are two different ways to access the email address restriction setup for a campaign.
Campaign Settings
If you've already set up the Entry Display Widget to have votes restricted by email, but haven't fully configured it yet; you can go directly to the Campaign Settings in your Campaign Builder and access the settings there. To do so, start by clicking the gear icon at the top of the Builder.
This will open the Campaign Settings popup. From here, click on Email Login on the left.
Entry Details Widget
In the widget settings of the Entry Display Widget, first make sure that voting is enabled under the Voting section - if it isn't, you won't see the Restrictions section.
Next, click into the Restrictions section, and select Email address from the Restrict votes by drop-down.
Finally, click the red Configure Email Login button. This will take you to the same place (the Email Login section of the Campaign Settings) as the first method.
Changing The Text
In the settings window, there are multiple pieces of dialog to consider in regards to the email verification popups. Step 1 covers what will appear in the initial popup requesting the voter's email address. Step 3 is for when the voter navigates back to the contest and has to enter the verification code. To change any of the placeholder text, just type your replacement text into the appropriate fields. When you type custom text into each field, the previews on the right will change to display your changes.
There are also a couple of fields to use for the error message that will appear if someone enters an incorrect code, or if they submit too many incorrect attempts.
Setting Up the Notification Email
Also in the settings window, under Step 2, click the choose or create email... link to start the process of configuring your notification email - this is what the voter will receive that contains the code they'll need to lock in their vote.
Two options will be available in the new popup - you can create a new email, or you can choose one that you've already created. In this doc, we'll be creating one; click the New Email button.
Much like the regular Email Wizard, you'll now be prompted to select a Company Profile. When you've selected the profile you want to use, click Continue.
Now, the option will be presented to use a template to set up your email. This step is optional - if you want to start with a blank email instead, just click the Continue button.
To use the Email Verification Template, hover over the preview, then click the Use This Template button.
Note: This particular email template is only available in this dialogue; you won't find it in the Email Builder otherwise.
Whether or not you use the template, the next thing you'll see is the Design email screen. If you're using the template, the merge field for the entry code will be added automatically. If you're starting from scratch, you'll need to make sure that your email includes the {{entry.code}} merge field to properly assign a code to the voter.
Once you're done editing the content of your email, click Continue.
The next screen allows you to set your Email details - including the Name, Subject, From Name and From Email Address. Use the provided fields to make your customizations, then click Continue.
The following screen will display a review of your email's settings. When everything is good to go, you'll see green check marks on the left side for each item - if something is missing, you will see a ! icon to the left of the item that needs attention.
When everything looks satisfactory, click on the Save & Activate button.
You'll then receive a notification letting you know that your email is active and ready to be sent! Click I'm Done to exit the Email Wizard.
Now, back in the Email Login settings, you'll notice that the name of your email is showing for Step 2. Click Save in the bottom corner, and you're all set.