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Booking your Florida Campaign

Use this guide to fill out the mandatory Service Request Form. This form gives us all the details we need to finalize your campaign booking and create your timeline!


IMPORTANT

  • The completed Service Request Form must be filled in at least two (2) business days prior to the distribution date.

  • We do not guarantee distribution of a notice if the form is received late, and we do not guarantee same-day distributions.

  • You need to know your subscription type to complete the Service Request Form (Voting Essentials or Meetings Pro). You can find this on your contract!

Preparing Your Information

Have the following details ready before you start filling out the form:

  • Meeting Date: The date the meeting is happening. (If it’s just a vote, put the date the vote ends.)

  • Notice Date(s): The dates you need your notice(s) to go out.

  • Subscription Type: Either Voting Essentials or Meetings Pro.

  • Campaign Type: Choose one of the following:

    • Virtual Meeting

    • Hybrid Meeting

    • Advance Votes Only

    • Document Distribution Only (no voting)

  • Meeting Type: Once the Campaign Type is selected, tell us the specific meeting type (Annual Meeting, Material Vote, Budget Meeting, etc.).

Filling Out the Form and Key Deadlines

  • Annual Meeting: If you select Annual Meeting as the type, the form will ask for your 1st and 2nd notice dates.

  • Other Meetings: If you select any other type, you'll be asked for the single distribution date.

  • Critical Deadline: The completed Service Request Form must be filled in at least two (2) business days prior to the distribution date.

  • Our Guarantee: We do not guarantee distribution of a notice if the form is received late, and we do not guarantee same-day distributions.

Confirmation: Receiving Your Timeline

  • Once you submit the form, our team reviews the booking.

  • We'll send you an email with a timeline of events based on the dates you provided.

  • This timeline email is your confirmation! It means we have successfully booked in your campaign.

Click here to watch a video on how to submit your Service Request Form

➡️ Next Step: Prepare for your Annual Meeting

Not running an Annual Meeting?

- Notice Distribution

- Special Meeting/Material Vote