This feature available on the Pro Plan
Overview
You can restrict votes in the Entry Display Widget using email addresses. This method requires voters to submit their email address, receive a unique code via email, and then enter the code on your campaign to register their vote. This process is similar to two-factor authentication commonly used on websites.
While this method requires more configuration than Anonymous IP/Fingerprint or Facebook Login voting restrictions, it provides enhanced security. Follow this guide to set up email-based voting restrictions in your campaign.
Important: Email Login does not collect emails for promotional use. It is only used to verify the voter. If you want to collect voter data, please visit How to Collect Voter Data Help Doc.
Getting There
There are two ways to access the email address restriction setup:
1. Via Campaign Settings
- Open the Campaign Builder and click the gear icon at the top.
- In the Campaign Settings pop-up, click on Email Login in the left menu.
2. Via Entry Display Widget Settings
- Open the settings for the Entry Display Widget.
- Ensure voting is enabled under the Voting section.
- In the Restrictions section, select Email address from the Restrict votes by dropdown.
- Click the red Configure Email Login button to access the Email Login settings.
Customizing Text
In the Email Login settings window, you can customize the text shown during the email verification process.
Dialog Customization
- Step 1: Customize the text in the initial popup requesting the voter's email address.
- Step 3: Customize the text for when the voter enters their verification code.
Error Messages
- Customize error messages for incorrect code submissions or multiple failed attempts.
- As you type custom text, the previews on the right update to reflect your changes.
Setting Up the Notification Email
The notification email contains the unique code voters need to confirm their vote. Follow these steps to configure it:
1. Start Configuration
- Under Step 2 in the Email Login settings, click the choose or create email... link.
2. Create a New Email
- In the popup, click New Email.
- Select a Company Profile and click Continue.
3. Use a Template (Optional)
- To use the Email Verification Template, hover over the template preview and click Use This Template.
- Alternatively, click Continue to start with a blank email.
Note: The Email Verification Template is only available in this dialogue and cannot be accessed in the Email Builder.
4. Design the Email
- In the Design Email screen, ensure the email includes the
{{entry.code}}merge field to assign a unique code to each voter. - If using the template, this merge field is included by default.
5. Configure Email Details
- Enter the Name, Subject, From Name, and From Email Address.
- Click Continue.
6. Review Email Settings
- Verify your email's settings. Green checkmarks indicate all required fields are complete. If any fields are incomplete, a ! icon will appear next to them.
7. Save and Activate
- Click Save & Activate to finalize the email.
- A notification will confirm that your email is active. Click I'm Done to exit the Email Wizard.
Finalizing the Setup
- Return to the Email Login settings in your Campaign Builder.
- The name of your newly created email will now appear under Step 2.
- Click Save in the bottom corner to complete the setup.