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Florida Client Onboarding: A Quick Guide

This guide outlines the four simple steps required for your Florida corporation to onboard and launch an electronic voting or consent campaign.

Step 1: Pass the Resolution

You must first confirm your corporation has passed the necessary resolution allowing electronic voting.

  • This happens outside of our system.

  • We cannot begin until this step is complete.

Step 2: Submit Owner Data

You must provide the current owner data in a single Excel file.

The Excel sheet must include the following columns:

  • Unit/Property Address

  • Voter Name(s)

  • Voter Email Address(es)

  • Mailing Address

  • Whether consent was already provided

  • Any share value, if applicable

Step 3: Approval and Campaign Schedule

Once we receive your data, our team will take the following actions:

  1. We import the data into our dashboard.

  2. We send you the draft consent email for your approval.

  3. Once approved, we schedule the consent email to be sent out.

Step 4: Next Steps and Campaign Requests

After scheduling is complete, you gain access and can request future campaigns.

  • Dashboard Access: You will receive access to the client Dashboard. (Details for logging in will be provided separately).

  • Requesting Campaigns: You must fill out a Service Request Form every time you need a new campaign. (Information on this form will be provided separately).