Resources > Getting Started With Social Media: A Toolkit for Election Offices

Getting Started With Social Media: A Toolkit for Election Offices

A toolkit with step by step videos to get started with social media.

Getting started with social media can feel intimidating. The rules governing the platforms are constantly changing, and it can be hard to figure out how to make a social media page that serves the public. This toolkit aims to take the stress out of starting on social media by providing step-by-step training videos of how to create a social media site serving your election office.

The series includes videos about:

  • How to set up a Facebook page
  • How to set up voting alerts on Facebook
  • How to set up an X account
  • How to set up an Instagram account
  • How to use an email marketing platform

These videos were created by ideas42 and The Elections Group.

What you’ll need

What you’ll need

  • A computer with access to Internet
  • The person on staff overseeing online voter communications and engagement
  • Colleagues whose responsibilities include public engagement policy or office protocols
Getting started with Facebook

Getting started with Facebook

In this video, we will walk you through how to set up a Facebook page for your election office. We’ll also discuss important considerations for election offices when engaging on Facebook.

Managing your Facebook page

Security on your Facebook Page

There are steps that you can take to make your Facebook page as secure as possible.

Setting up Voting Alerts on Facebook

Setting up Voting Alerts on Facebook

In this video, we will demonstrate the voting alerts functionality on Facebook. Voting alerts are posts that, for a specific duration of time, pop up in a user’s notification center. The post can be about time-sensitive election updates. Voting alerts can only be sent by state and local election offices.

Getting started with X

Getting started with X

In this video, we will walk you through how to set up an X account for your election office. We’ll also discuss important considerations for election offices when engaging on X.

Managing your account (07:11)

Security on your X Account (11:15)

Getting started with Instagram

Getting started with Instagram

Setting up an Instagram Account (01:29)

There are several ways to sign up for Instagram. You can do so through the mobile app, or a desktop, and by using an email address or connecting it to an existing Facebook profile. 
We recommend signing up with your election office’s Facebook page if you have one, so you can manage both accounts with the same logins. See Section 1: Getting started with Facebook for how to set this up.

Customizing your Account (06:54)

Now that your account has been set up, let’s customize and confirm your information.

Managing your Account (9:09)

Posting on your Instagram Account (09:12)

Security on your Instagram Account (25:14)

How to set up an email marketing campaign

How to set up an email marketing campaign

Writing Emails for Email Marketing Campaigns (2:03)

Writing effective emails in advance can help election officials manage their campaigns more easily. There are several best practices to follow when crafting emails for a new or existing campaign that may be helpful. The guidance below follows Writing Emails for Email Marketing Campaigns from The Elections Group. Readers are encouraged to follow along with the resource, and may request additional assistance by clicking the link below.

How an Email Management Platform Can Help You Reach Your Goals (5:27)

Some offices may have resources to purchase and use an email marketing platform to help organize and send their campaigns. While we will not be recommending a specific platform, platforms in general can help election officials with automating their email campaign workflows, scheduling initial and follow-up send-outs, and more! 

If you’re unable to use an email marketing platform, creating emails to send out to voters is still an effective communication tool that election officials should explore.

Several email software programs have the capability to send mass emails! Election officials can work with their information technology department to learn how to use the features in the email platform that is already in use.

Customizing for your office

Customizing for your office

Any tips for customizing this resource for my office?

Focus on the video and description that best meets your office’s needs. For example, if you already have a Facebook page but want to create an Instagram account, you can skip the “Setting up a Facebook account” video and focus on the Instagram video. 

Each of the videos walks through steps to navigate each site and resource. Certain steps, like setting a password for a social media account, are required for setting up an account. However, there are some steps that can be adapted to your office’s context, such as setting up a social media policy that suits your office’s needs.

How do I know if this resource is helping?

This resource is meant to help you feel comfortable expanding your presence on social media. Whether these videos inspire you to set up voting alerts on Facebook or create an Instagram profile, you’ll know this resource was effective if you feel more confident engaging on social media.

Which Standards of Excellence does this resource support?

  • Plain language
  • Voter communications
  • Community relationships

Which Values of Excellence does this resource support? Why?

Values for the U.S. Alliance for Election Excellence define our shared vision for the way election departments across the country can aspire to excellence. These values help us navigate the challenges of delivering successful elections and maintaining our healthy democracy.

Alliance values are nonpartisan and designed by local election officials, designers, technologists and other experts to support local election departments.

You may find this tool especially helpful for this Value:

  • Voter-centricity. When election officials use social media confidently, they are, in turn, able to convey the information that voters need to be prepared to vote.
  • Proactive transparency. Using social media allows election officials to communicate information about elections that is easy for people to access.
  • Continuous improvement. This resource allows election officials to learn a new approach to engage with voters.

To learn more about the Values for Election Excellence, and to see the full list, visit the Alliance website.

Sharing feedback

Sharing Feedback

How was this resource developed?

This resource has been tested with voters, but not yet put into practice. Share your experience with this resource and improve it for your peers by reaching out via support@ElectionExcellence.org.

How do I stay in touch?