MyVote - Guide for using MyVote without CampusDirector

MyVote - Guide for using MyVote without CampusDirector

Recruitment requires 🔥 PHIRE technology! 


The number one choice for council recruitment management is CampusDirector - Over 80% of PNMs across the country have joined using CampusDirector!


MyVote is set up to sync in real-time with CampusDirector making your recruitment smoother and less demanding of your time. All PNMs, fields, events, and more are available and updated automatically, in MyVote when your council uses CampusDirector. 

If you are interested in making recruitment a simpler process, we can get your campus updated with CampusDirector right away! Get started by letting us know your campus and organization.


If your council is using another recruitment management platform, such as ICS, you can still use MyVote. You will need to keep your information up to date throughout recruitment by exporting information from that platform for MyVote.


First, review your MyVote settings. 


From Settings > Chapter > Modes, make sure you are in Standard Mode (Training Mode and COB Mode should be toggled off.) The Standard Mode should be used for primary “formal” recruitment.



From Settings > Rounds, ensure all recruiting and voting rounds are created with the correct number of events set. The round number is indicated in the blue circle to the left of each round. Knowing the round numbers will be important for uploading events. 


WARNING: DO NOT edit rounds once voting has started. This can cause submitted votes to be deleted. If rounds need to be edited after voting starts, contact support@phiredup.com.




From Settings > Fields, ensure all information fields are set up that you will be bringing from ICS into MyVote. We recommend rearranging your info fields in the order you intend to upload them.



Second, import your PNMs.


Using the blue + button in the bottom right corner of your screen, select Import PNMs. This will bring you to a page that allows you to import a spreadsheet. Follow the directions on this page. 


Consider using Preferred First Name for the First Name field. This may be needed later when importing your invitation lists. If you don't use Preferred First Name in the First Name field, consider adding it as an additional Field from Settings > Fields, as it may be important to your recruiting and importing process.


The columns that MyVote will ask for are available as a preview. This will include all of your previously set-up fields. For the easiest import, edit your PNM spreadsheet to match these columns. The first row of the import will be omitted.


Select the Choose File button and locate the PNM spreadsheet you would like to import. 

A pop-up will appear asking you to ensure each column of your selected spreadsheet matches up with the designated field in MyVote. If you do not have information for a specific field, select None from the drop-down menu and continue on. When complete, select Save.



WARNING: The PNM ID MUST be unique for each PNM, and each PNM MUST have an ID.


This will provide you with a preview of the information you are uploading. Scroll through the columns to ensure the information is lined up correctly. Once ready, select Upload. Once uploaded successfully, your PNMs should appear in the PNM List.


Third, import your events.


Using the blue + button in the bottom right corner of your screen, select Import Events. This will bring you to a page that allows you to import a spreadsheet. Follow the directions on this page. 


The columns that MyVote will ask for are available as a preview. This will include the PNM ID, Round Number, and Event Number


Take a moment to ensure your spreadsheet import is correct before importing!


The PNM ID is the same as previously imported. 


Double-check that your Round Number is correct from Settings > Round. The round number is indicated in the blue circle to the left of each round. 


If additional voting rounds are used throughout the recruitment, it is possible your council's recruitment round 2 is not round 2 in MyVote.



All data in this import should be numbers only. For example, the round should be listed as 2

not Round 2, R2, or any other variation.


The first row of the import will be omitted.


Once your import is prepared correctly, select the Choose File button and locate the event spreadsheet you would like to import.  



This will provide you with a preview of the information you are uploading. Scroll through the columns to ensure the information is lined up correctly. 


We recommend toggling on the option to Release PNMs Not Found In Import And Update Status. This will ensure any PNMs not attending that round have their status changed from Active to Release. This will make for the easiest, most accurate view of your PNMs quickly. 

If you would like to differentiate PNMs between Release, Withdrawn, Regret, etc., you can still do so at a later time, individually or in bulk.  


Once ready, select Upload. Once uploaded successfully, you will be able to filter your PNMs by event in the PNM List.


REMINDER! All PNMs, fields, events, and more are available and updated automatically, in real-time when your council uses CampusDirector.


CampusDirector is the #1 recruitment management platform. We can make recruitment easier for you by getting your council updated right away! Get started by letting us know your campus and organization.


If you encounter any concerns not addressed in the instructions provided, please contact us at support@phiredup.com. As a MyVote partner, you also have access to our support team 24/7 during your recruitment dates. Check your Home screen for the support phone number. 


    • Related Articles

    • MyVote - Get Familiar With MyVote

      Welcome to your MyVote account! Get started with familiarizing yourself with the home screen of MyVote here. Each time you log in to MyVote you will arrive at the Home Screen. The Home Screen shows the following data: If Voting is Open or Closed, if ...
    • MyVote - MyVote Recruitment Set-Up Checklist

      Follow these steps to ensure you are ready for recruitment! We recommend ensuring your site is ready at least 2 weeks before recruitment starts. Learn MyVote- As a chapter admin, you must be versed in how to use MyVote. There are many options of how ...
    • MyVote - What is COB Mode?

      COB or Continuous Open Bidding Mode, allows MyVote users the ability to continue voting on PNMs after primary “formal” recruitment. If your campus is using CampusDirector, you will be able to upload only those PNMs that you are still considering and ...
    • MyVote - How to Add PNMs in MyVote

      To upload PNMs for COB mode or from ICS, select Import PNMs from the home screen as seen below or by selecting the blue plus sign button in the bottom right corner and selecting Import PNMs. Select 'Choose File' and select the file to upload from ...
    • MyVote - How To Upload Events in MyVote

      If your campus uses CampusDirector, the events will automatically sync once your campus schedules the round of recruitment. If your campus uses ICS, you will need to manually upload your schedule to MyVote. Once ICS schedules events and pushes them ...