Partner OVR Tool FAQs

Getting Started with Your Voter Registration Tool

Examples of How Others Are Using the Tool

Curious as to what others have done with their voter registration tool?

Here are a few examples of the possibilities:

Where Do I Get the Embed Code?

Where can I access the embed code for my widget?

Log in to the Partner Portal here and click “Embed Codes.” From there, you will see a number of different options to Grab Your Embed Code.

There are several different codes available depending on how you want to use it.

Supported Languages

Rock the Vote’s OVR tool offers users 13 languages to choose from, including:
– Bengali
– Chinese (Simplified)
– Chinese (Traditional)
– English
– Hindi
– Ilocano
– Japanese
– Korean
– Spanish
– Tagalog
– Thai
– Urdu
– Vietnamese

Getting Started FAQs

Where do I sign up for my own widget?
You can sign up by emailing ovrtool@rockthevote.org

What languages are supported on the OVR tool?
The tool offers users 13 languages to choose from, including:
Bengali, Chinese (Simplified), Chinese (Traditional), English, Hindi, Ilocano, Japanese, Korean, Spanish, Tagalog, Thai, Urdu, Vietnamese

Where can I access the embed code for my widget?
Log in to the Partner Portal here and click “Embed Codes” at the top of the page. From there, you will see a number of different options to Grab Your Embed Code.

Where can I find and download raw data for folks that opted in?
Log in to your partner tool dashboard and click on the “Reports” section. “Download a New Report” allows you to enter a date range for the data you need and generate a report of registrant data. “View Existing Reports” allows you to view data reports you’ve already created in this way. (You can also pull list through secure API call after requesting a key from Rock The Vote).

What does Rock the Vote send to someone that registers to vote?
Rock The Vote will immediately send a confirmation email with a link to their completed PDF application and information for their Secretary of State. A few days later, they will receive a reminder email.

Are the emails different for states with online registration?
Yes. Templates for each email type are available below and in the Partner Platform under Customize -> White Label -> E-Mail Templates.

Does Rock the Vote send other emails to users that come through our OVR tool?
Only if the user opts in for Rock the Vote email.

What does the registrant data in my CSV mean?
See the section below (Understanding Your CSV of Registrant Data) to learn more.

User Accounts and the Partner Platform

To use Rock the Vote’s Partner Platform, you will need two things: a User account to log in and a Partner ID.

User acccounts

You will become a User in one of two ways: after contacting ovrtool@rockthevote.org to have a new Partner ID created for you or when another user adds you to a Partner’s tool.*

From your User account, click “Edit user profile” in the upper right corner of the Partner Platform to edit your name, email address and phone number. You can also update your password.

Partner IDs

Your Partner ID is the three-to-five digit number assigned to your Partner after the creation of your widget. With a Partner ID, you will have access to the Partner Platform.

The Rock the Vote Partner Platform is the hub for information about who is using your tool and how your tool looks.

User accounts and Partner IDs

User accounts and Partner IDs stand alone but work together. A Partner ID can have one or many User accounts associated with it. Once you have been added to a Partner ID, you will be able to see the Partner Portal for that Partner ID via your User account.

Partner IDs can have just one or multiple Users, and you will see all Users who have access on the Partner Portal. If your User account is affiliated with multiple Partners who use Rock the Vote’s tools, you will have access to all of those Partner IDs.

Navigating Between Partner IDs

If you are a User for multiple Partner IDs, click “Change partner” in the upper right corner of the Partner Platform to be taken to the “Partners Dashboard” where you can view all Partner IDs that you have access to.

Adding Users to a Partner ID

You can add or remove Users to a Partner ID via the Partner Portal.

Click “Users” from the top toolbar. You will see a list of all of the Users who have access to the Partner ID.

Clicking “remove from <Partner name>” will remove their access to your Partner Platform. If they have access to other Partner IDs, they will still be able to view those, as well as the profile information for their User account.

To add a new User, enter their email address and click the red “Add” button. The new User will receive an email that they have been added to the Partner ID. If they do not have an account, they will get instructions on how to create one.

* Prior to November 2021, Partner IDs had single accounts. They were limited to one User/email address/login per Partner. Users are now able to access multiple Partners, and Partners may have multiple users associated with them. If you had a user account prior to November 2021 and are unable to log in, please contact ovrtool@rockthevote.org.

Setting up your User account: Multiple Factor Authentication

Your Partner Platform will provide you with user data from your Rock the Vote tools. To ensure the security of this data and comply with NIST information security standards , Users must enable Multiple Factor Authentication (MFA) in order to access their accounts.

Step 1: Install an authenticator app

If you have not previously done so, you will need to download an authenticator app onto your phone. There are several options, including Authy, Duo Mobile, Google Authenticator, or Windows Phone Authenticator. You only need to download one. 

Step 2: Add your Rock the Vote account to your authenticator app

At the bottom of the page, you will see a QR code (a square with pixels in it). Using the authenticator app, take a picture of the QR code. Once you have done this, you should see a new account in your authenticator app.

Once you see the new account in your authenticator app, click the red “Continue setup” button.

Step 3: Verify that your account is configured properly. 

Return to your authenticator app. Find the new account you have set up, and enter the six digit number you see there in the box labeled “Verification Code.” Click “Enable two-factor authentication.”

You will be taken to the Partner Portal for the Partner ID that you were added to when your User account was set up. 

* Prior to November 2021, Rock the Vote’s Partner Portal only required a password to log in. If you had a User account prior to November 2021 and are unable to log in, please contact ovrtool@rockthevote.org.

Customization Options

How to Create a White Label Tool

How to create your White Label Tool

  1. After logging into the Partner Platform, click on “Customize” at the top of the page, then “White Label.”
  2. After clicking “White Label,” you’ll automatically land on the “Assets” section. Here, you should upload all of the graphics and fonts that you’ll be using to customize your tool, and submit them.
  3. Next, move to “CSS.” Using the CSS modification sample below as a guide, you can overwrite our default styles with your own. Make sure to reference the graphics and fonts you uploaded in “Assets” and submit your modifications.
  4. The last step to customization is “Email Templates.” In this section, you’ll be able to customize the 5 types of emails that the tool might send to a user — this way, they can reflect your organization’s tone. You can also edit the “from” address to be your own organization’s. Make sure to select your language, and click the drop-down boxes to edit all 5 types of emails. When you’re done, submit your modifications.
  5. After you’ve set up your custom branding, click on “Preview & Submission.” After clicking “Preview” to look at your tool, click “Submit For Approval” if you’re satisfied! If you’d like to make more changes, you can do so under “Setup Custom Branding.”
How to Customize Your Email Autoresponders

Customizing Email Copy: You can update the copy of your OVR tool’s automated emails to match your tone and branding. You can submit your email modifications in the Email Templates section of the Partner Portal.

Changing the Email Sender: You can change the email sender from Rock the Vote to your organization so that messages to your registrants come directly from you. The email address you use needs to be a deliverable email address that will require verification within 24 hours. Additionally, you can update the sender name and the email address in the Partner Portal, under Customize -> White Label -> Setup Custom Branding -> Email Templates. Submit your update in this format: Rock the Partner Vote <info@partnervote.org>.

There are 5 types of email messages, all of which can be customized within the Partner Portal:

IMPT: Please keep HTML tags such as (<%= @registrant.first_name %> and <%= @registrar_phone %>) intact so dynamic content such as state phone numbers and other information can be pulled in appropriately. Also, note that your partner ID should replace the ID used in the sample.

CSS Modification Sample

The following CSS file can be modified: Sample CSS

IMPT: Using this sample, you can create a file called partner.css that overwrites our default styles with your own. Reference the fonts and images you’ve already uploaded in the Portal Portal. This file will load after the default styles so anything you define should change.

NOTE: You can submit your modifications in the Partner Portal under Customize -> White Label -> Setup Custom Branding -> CSS.

Customization FAQs

Can I change the order of the registration steps?
No. However, this can be done via our own UI using Rock the Vote’s API.

Can I change the logo on the header?
Yes. You can add a small logo to the header area via the Partner Portal website. Go to the Customize section, then click “Upload Your Logo.”

Can I change the look and feel of the widget (background color/fonts/button colors and sizes/width of the overall tool/background graphics, etc.)?
Yes. Customization is a feature of the white label widget. You can make your modifications in the Partner Portal: go to the Customize section, then click “White Label.”

Can I include an email/mobile/volunteer opt-in checkbox for our own list building?
Yes. You can add these checkboxes under Customize -> Edit Survey Questions.

Can I change the copy around the opt-ins?
No. The name you specify when signing up for an OVR tool is automatically pulled into the opt-in name. (i.e., receive emails from “Partner Name”.)

Can I turn off the Rock the Vote opt-ins?
Some customization is available – please discuss with us!

Can I customize the body of follow-up emails?
Yes. This is available in the Partner Portal under Customize -> White Label -> Setup Custom Branding -> E-Mail templates.

Can I change the “from” email address to my own?
Yes. You can update the sender name and the email address in the Partner Portal, under Customize -> White Label -> Setup Custom Branding -> Email Templates. Submit your update in this format: Rock the Partner Vote <info@partnervote.org>.

My logo isn’t displaying correctly, what’s going on?
Your logo will automatically be resized to 75 pixels wide by 45 pixels tall. If you can, resize your logo to those dimensions first for optimum results. You can also use the customization feature and modify the CSS to match whatever size you prefer.

Track Your Voter Registration Efforts

Email and UI Tracking

Email Tracking

Through the use of Google Events, you can monitor and track users that open auto-responders sent from the voter registration tool.

Here is some sample code to get you started:

Confirmation Email

<img src=”http://www.google-analytics.com/collect?v=1&tid=YOURTRACKINGCODE&cid=<%= @registrant.uid %>&t=event&ec=email&ea=confirmation_open&el=<%= @registrant.partner_id %>&cs=reminder&cm=email&cn=ovr_email_opens&cm1=1&ul=en-us” />

Reminder Email

<img src=”http://www.google-analytics.com/collect?v=1&tid=YOURTRACKINGCODE&cid=<%= @registrant.uid %>&t=event&ec=email&ea=reminder_open&el=<%= @registrant.partner_id %>&cs=reminder&cm=email&cn=ovr_email_opens&cm1=1&ul=en-us” />

Final Reminder Email

<img src=”http://www.google-analytics.com/collect?v=1&tid=YOURTRACKINGCODE&cid=<%= @registrant.uid %>&t=event&ec=email&ea=final_reminder_open&el=<%= @registrant.partner_id %>&cs=reminder&cm=email&cn=ovr_email_opens&cm1=1&ul=en-us” />

Chaser Email

<img src=”http://www.google-analytics.com/collect?v=1&tid=YOURTRACKINGCODE&cid=<%= @registrant.uid %>&t=event&ec=email&ea=chaser_open&el=<%= @registrant.partner_id %>&cs=reminder&cm=email&cn=ovr_email_opens&cm1=1&ul=en-us” />

State Integrated Email

<img src=”http://www.google-analytics.com/collect?v=1&tid=YOURTRACKINGCODE&cid=<%= @registrant.uid %>&t=event&ec=email&ea=state_integrated_open&el=<%= @registrant.partner_id %>&cs=reminder&cm=email&cn=ovr_email_opens&cm1=1&ul=en-us” />

User Interface Tracking

You can also add in your own Google tracking snippet to the interface layer of your registration tool.

Here is a sample code:

<noscript><iframe src=”//www.googletagmanager.com/ns.html?id=YOURTRACKINGCODE” height=”0″ width=”0″ style=”display:none;visibility:hidden”></iframe></noscript> <script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({‘gtm.start’: new Date().getTime(),event:’gtm.js’});var f=d.getElementsByTagName(s)[0], j=d.createElement(s),dl=l!=’dataLayer’?’&l=’+l:;j.async=true;j.src= ‘//www.googletagmanager.com/gtm.js?id=’+i+dl;f.parentNode.insertBefore(j,f); })(window,document,’script’,’dataLayer’,’YOURTRACKINGCODE’);</script>

NOTE: Please send along your code to a Rock the Vote admin at ovrtool@rockthevote.org once ready.

Ways to Use URL Parameters

Appending URL parameters allows you to send data from one page to another. This can be used to pre-fill sections of the registration form or track the source of registrations. Partners will need to manually add all parameters before distributing their tool URL; Rock the Vote does not create URLs with parameters included.

All parameters work the same way, but using more than one parameters can be useful for partners who want to track more than one thing. See “4. Using Multiple Parameters” for more information.

Information that you collect via these parameters will be included in CSV’s available via the Partner Platform. To learn more, see “Understanding Your CSV of Registrant Data” in the FAQs.

 

1. Pre-Fill the Registration Form for Users

If you would like to pre-populate information for your registrants, you can append the following URL parameters.This can be useful if you know information ahead of time or want to dynamically add information from another tool.

  • Title: [your tool’s url]?title=mrs
  • First Name: [your tool’s url]?first_name=john
  • Last Name: [your tool’s url]?last_name=smith
  • Street Address: [your tool’s url]?home_address=123_+Main
  • Unit: [your tool’s url]?home_unit=8
  • City: [your tool’s url]?home_city=New+York
  • State: [your tool’s url]?state=fl
  • Zip Code: [your tool’s url]?home_zip_code=12345
  • Phone Number: [your tool’s url]?phone=9255551212&phone_type=Mobile
  • Email Address: [your tool’s url]?email_address=abc@def.com

2. Adjust the Display of Your Registration Form

Pre-set the language of the form: Add the Language parameter and select the language.

Available values values are:

  • English: en
  • Spanish: es
  • Korean: ko
  • Tagalog: tl
  • Ilocano: ilo
  • Hindi: hi
  • Thai: th
  • Vietnamese: vi
  • Chinese (Simplified): zh
  • Chinese (Traditional): zhtw
  • Japanese: ja
  • Urdu: ur
  • Bengali: bn

Example: [your tool’s url]?language=ur

Skip email collection on the first page of the form: [your tool’s url]?collectemailaddress=no

Display a long version of the form: [your tool’s url]?short_form=false

 

3. Using Source Codes

You can also add source codes to track the success of various campaigns, affiliates, social media posts.

Example: A national organization with local affiliates can register with one tool and use source codes for each affiliate. This allows you to house all of the data in one location — by using source codes, you can easily sort registrant data and know how each affiliate is doing.

  • [your tool’s url]?source=newjerseybranch
  • [your tool’s url]?tracking=newyorkbranch
  • [your tool’s url]?utm_source=facebook
  • [your tool’s url]?utm_medium=email
  • [your tool’s url]?utm_campaign=fall_voter_registration
  •  [your tool’s url]?utm_term=keyword
  • [your tool’s url]?utm_content=version1

 

4. Using Multiple Parameters

You can combine your parameters to fill multiple fields at once. Here’s an example: [your tool’s url]?state=FL&source=newjerseybranch&email_address=john@smith.com&tracking=digitalads

Understanding Your CSV of Registrant Data

The Partner Platform gives you access to all raw data collected via the online voter registration tool. Click “REPORTS” to generate a report.

Select the dates you would like included in the report, and click “Generate New Report.” The fields in this report will include most of the information that you will need. If you’d like to see more information, click the “Use Extended CSV Format” box before generating the report. 

Below is a list of fields included in the CSV. 

* Indicates fields only available in the extended reports. 
** Indicates fields specific to the PA App. 

Status: This field indicates how far a registrant went on your OVR tool.

  • Rejected: a person was either not old enough to (pre-)register or did not check the box affirming they were a US citizen, and stopped the process
  • Step 1: a person entered email/ZIP code on the first page, then stopped
  • Step 2: user got to the second page to start filling out their personal info, but did not finish
  • Step 3/4: a person finished entering their registration information, but either (1) did not click to open/print their paper registration form, or (2) were eligible to finish on their state website, but did not click through
  • Under 18: a person was not old enough to (pre-)register in their state, but requested an automated 18th birthday reminder to register
  • Complete: a user finished the process, by either downloading their paper form, or clicking through to finish the process online with their state

Tracking Source: Any source codes you add to your tool’s URL via the parameter &source= will be located here. For field app registrants, this will be the canvasser name.

Tracking ID: Any source codes you add to your tool’s URL via the parameter &tracking= will be located here. For field app registrants, this will be the canvass zip code.

Open Tracking ID: This is for field app users only. This will show the canvass event name.

State API Submission Result: This is for field app users or registrants in states with Connected OVR only. Where applicable, the data in this field is assigned by the respective state election office.

Language: The language the registrant selected when using the OVR tool.

Date of birth: The registrant’s date of birth.

Email address: The registrant’s email address.

US citizen?: Indicates whether the registrant checked the box affirming US citizenship. Please note, this field does not indicate citizenship status, and will display “NO” if the registrant does not get to that box on the form (for example, if they only got to Step 1 or 2)

Salutation: Indicates what the registrant entered in the “Title” field which is required in many states.

First name, Middle name, Last name, Name suffix: These fields provide the name of the registrant as it was inputted into the OVR tool.

Home address, Home unit, Home city, Home County, Home state, Home zip code: These fields provide the home address a registrant registered to vote with.

Has mailing address?: This indicates if a registrant said their mailing address was different than their registration address.

Mailing address, Mailing unit, Mailing city, Mailing County, Mailing state, Mailing zip code: These fields are only populated if a registrant has a different mailing address than registration address.

Party: Indicates the political party a registrant selects, if one is selected. This is only requested when completed a federal form, not if the registrant is passed to a state OVR website.

Race: Indicates the race a registrant selects, if one is selected. This is only requested when completing a federal form, not if the registrant is passed to a state website.

Phone, Phone type: These fields contain a registrant’s phone number, if it was provided, and what type of phone it is (i.e. mobile, landline).

Opt-in to RTV email, Opt-in to RTV sms: This will show if a registrant opted into Rock the Vote’s list email or SMS list.

Opt-in to Partner email, Opt-in to Partner sms?: This will show if a registrant opted into your email list or SMS list.

Survey question 1, Survey answer 1, Survey question 2, Survey answer 2: If you choose to customize your OVR tool with survey questions, the questions and the registrant’s corresponding answers will be in these fields.

Volunteer for RTV: This field shows if the registrant opted in to volunteer with RTV.

Volunteer for partner: If you added a volunteer checkbox for your organization, this field shows if the registrant opted in to volunteer with you. The default is to hide this opt-in, but it can be turned on in the Partner Portal, under customization.

Ineligible reason: If a registrant was ineligible to register, this field will contain the reason. For example, if the is ineligible due to age.

Pre-Registered: If a user is not old enough to be fully registered (which will be noted under “Ineligible reason”), but is eligible for pre-registration in their state, this field will indicate whether they completed the pre-registration process. By default, “no” will be entered, unless the user specifically completed pre-registration (not regular registration).

Started registration: The date and time the registrant began registering to vote on your tool.

Finish with State: This field indicates if the registrant was passed through to the state’s OVR system to complete their registration.

Built via API: This field indicates that the user’s registration was created as the result of an API call, rather than a session on Rock the Vote’s default web-based user interface. This includes registrations created via the PA field app & via the nationwide Rock the Vote API.

Has State License**: Indicates whether a registrant included a state-issued ID number.

Has SSN**: Indicates whether a registrant included the last 4 digits of their SSN.

VR Application Submission Modifications**: “This field indicates what, if any, modifications were required to submit a user’s voter registration application.”

VR Application Submission Errors**: This field indicates what, if any, errors occurred with a user’s voter registration application.

VR Application Status**: This field indicates the status of a user’s voter registration application with the state.

VR Application Status Details**: This field indicates the details/reason for a user’s voter registration application status with the status.

VR Application Status Imported DateTime**: This field indicates the date imported to Rock the Vote’s system.

Submitted Via State API**: This field indicates if the registration has or has not been submitted via the State API.

Submitted Signature to State API**: This field indicates if the registration has or has not been submitted via the State API.

utm_source*, utm_medium*, utm_campaign*, utm_term*, utm_content*: utm_  source codes that you add to your tool’s URL.

Other_parameters*: Indicates parameters added to your base URL not listed here. (See “Ways to Use URL Parameters”) 

Change of Name*: This indicates whether the registrant says they had changed their name since they last registered to vote.

Prev Name Title*, Prev First Name*, Prev Middle Name*, Prev Last Name*, Prev Name Suffix*: These fields provide the previous name of the registrant as it was inputted into the OVR tool.

Registration Source** 

Registration Medium**

Shift ID** 

Blocks Shift ID**

Over 18 Affirmed**

Preferred Language**

State Flow Status**

State API Transaction ID**

Requested Assistance* Indicates that the registrant selected the option to have their registration printed and mailed to them. Please contact Rock the Vote if you are interested in this feature.

Questions?

General FAQs

Where do I sign up for my own widget?
You can sign up here. For partners registering over 1,000 voters per year, please email ovrtool@rockthevote.org for pricing information.

What languages are supported on the OVR tool?
The tool offers users 13 languages to choose from, including:
Bengali, Chinese (Simplified), Chinese (Traditional), English, Hindi, Ilocano, Japanese, Korean, Spanish, Tagalog, Thai, Urdu, Vietnamese

Where can I access the embed code for my widget?
Log in to the Partner Portal here and click “Embed Codes” at the top of the page. From there, you will see a number of different options to Grab Your Embed Code.

Can I change the order of the registration steps?
No.

Can I change the logo on the header?
Yes. You can add a small logo to the header area via the Partner Portal website. Go to the Customize section, then click “Upload Your Logo.”

Can I change the look and feel of the widget (background color/fonts/button colors and sizes/width of the overall tool/background graphics, etc.)?
Yes. Customization is a feature of the white label widget. You can make your modifications in the Partner Portal: go to the Customize section, then click “White Label.”

Can I include an email/mobile/volunteer opt-in checkbox for our own list building?
Yes. You can add these checkboxes under Customize -> Edit Survey Questions.

Can I change the copy around the opt-ins?
No. The name you specify when signing up for an OVR tool is automatically pulled into the opt-in name. (i.e., receive emails from “Partner Name”.)

Can I turn off the Rock the Vote opt-ins?
Some customization is available – please discuss with us!

Where can I find and download raw data for folks that opted in?
Log in to your partner tool dashboard and click on the “Reports” section. (You can also pull list through secure API call after requesting a key from Rock The Vote).

What does Rock the Vote send to someone that registers to vote?
Rock The Vote will immediately send a confirmation email with a link to their completed PDF application and information for their Secretary of State. A few days later, they will receive a reminder email.

Are the emails different for states with online registration?
Yes. Templates for each email type are available here and in the Partner Platform.

Can I customize the body of those emails?
Yes. This is available in the Partner Portal, under Customize -> White Label -> Setup Custom Branding -> E-Mail templates.

Can I change the “from” email address to my own?
Yes. Learn more about customizing the sender in the section above. (How to Customize Your Email Autoresponders)

Does Rock the Vote send other emails to users that come through our OVR tool?
Only if the user opts in for Rock the Vote email.

My logo isn’t displaying correctly, what’s going on?
Your logo will automatically be resized to 75 pixels wide by 45 pixels tall. If you can, resize your logo to those dimensions first for optimum results. You can also use the customization feature and modify the CSS to match whatever size you prefer.

What does the registrant data in my CSV mean?
See the section above (Understanding Your CSV of Registrant Data) for more information.

API Information

An application programming interface (API) is available for developers to build a custom solution for voter registration. This will allow partners that are interested in additional functionality, a modified user flow, or a mobile app to build upon Rock the Vote’s existing resources. Read the documentation here and contact us at ovrtool@rockthevote.org to gain access.