Dual Models for Candidate Biographies

October 5th, 2016 by David Simms

Categorized as: Product Development

Dual Models for Candidate Biographies

Election managers may do one of the following to permit candidates to submit their biographies into the system.

  1. Permit the use of a single free-text area.
  2. Force candidates to respond to questions specified by the election manager. 

This article examines the pros and cons of each method. For starters, the following chart gives an idea as to what can, and cannot, be done with each option.

Impose a character limit on candidate responses.YesYes
Impose uniform formatting across all candidates’ biographies.PartialYes
Create your own headings within the biography.PartialYes
Permit candidate to use text formatting tools like bold, italics.YesYes

How to Choose

Uniformity within and between candidate biographies is a good thing as tip number 8 at 8 Tips for Formatting Candidate Biographies discusses. There’s no better way to ensure uniformity than to give candidates a form into which they submit their responses and allow the system to output those responses into a template-based display, applying appropriate styling along the way. Based on that alone, it would seem that form-based biographies would always be the right choice for everyone. But if your candidates feel the restrictive nature of form-based biographies is going to compromise their campaign message, and the only way they can get that message clearly communicated is to be provided with the ability to freely edit and style text to their own liking—and you wish to placate that concern—you may wish to opt for the free text option.

The Hybrid Approach

The above grid states partial support for providing headings within the biography when using the free-text option. To more fully explain, if you feel you must go with free-text but would still like to enforce some uniformity and place headings of your own into the biography, there is a workaround you may try. Clearly communicate to your candidates that:

  • They will be given a set of headings to appear on the biography. Headings could be things like educational background, work experience, mission statement for your organization, etc. They will be expected to provide content associated with each heading, and while there is no technical way of ensuring they don’t edit those headings, as there is using form-based biographies, you as the election manager reserve the right to do any clean up on their biographies before the election begins. “Clean up” means restoring anything they may have corrupted while submitting their biography, or even editing their responses to be stylistically consistent with all other candidate biographies.
  • The election manager may add these headings to the biographies before inviting the candidates to complete them as the following steps describe:
    • Login to My account.
    • Click Manage Candidates.
    • Click Edit bio for any given candidate. (This only displays for positions set to display candidate biographies. Turning candidate biographies on and off is done by clicking Manage positions for your election.)
    • Create the desired headings. You may even wish to place some placeholder text underneath each heading. Something like, “Please replace this text with your response” could be helpful.
    • You would need to do this for each candidate’s biography before inviting candidates to submit their biographies.

Who Can Do What

  • With free-form text, the candidate may edit the biography up until the deadline set by the election manager. The election manager may edit the biography at any point whatsoever. All edits, whether done by the candidate or the election manager, are performed on the exact same source, that is, the contents of a single field in a database. This means if two parties (election manager and candidate) are editing a biography, each will see the other’s changes. This is important to understand because it is slightly different than how form-based biographies work.
  • Using form-based biographies, the candidate may again edit the biography up until the deadline set by the election manager. The election manager, however, should not make any edits to those biographies until after that deadline passes. (In practice, the election manager should never make any edits, but the capability exists regardless.) When a candidate is editing his biography, he’s saving his responses to various fields inside a database. This makes it possible to return to the biography editing tool numerous times to work on submitting the biography a little bit at a time, rather than all at once. Those responses also are strung together and written to a single database field, the exact same field which stores the free-form text biographies and which is read during a live election to display a candidate’s biography. The election manager may edit this single field, but remember the candidate is making edits to the collection of fields elsewhere in the database. In other words, a candidate will never see edits made by the election manager because the parties are not reading from and editing the same source data. When the candidate submits changes, those will overwrite any edits made by the election manager. This is as it should be, because election managers should not be in the business of tampering with candidate biographies while the window is open for candidates to submit those biographies into the system. Nevertheless, it’s still good for election managers to at least understand a little of the architecture in this instance since it deals with something which permits multiple parties to overwrite each other’s work while the live editing window is open.

Ensure Biographies are Submitted on Time

Regardless of whether free-text or form-based biography editing is used, election managers will still want to have adequate time to review everything that was submitted before the election begins. How much time that requires obviously depends on the number and length of candidate biographies to be reviewed, so be sure to allow enough time.


The best way for election managers to fully understand this new feature in its entirely is to actually use it as both an election manager and candidate. To do that, create a phony election (you can always abort it later); set up a biography template; add yourself as a candidate for the position(s) using the template; trigger the system to send you an email invitation to complete the biography template from a candidate’s perspective.