Voting Periods

Role: Company Admin
Portal: Actnation company portal
Prerequisites: Corporate Giving settings are configured in onboarding or Settings.

What voting periods are

A voting period is a defined window of time during which your employees vote on which charitable campaigns receive a share of your company's donation budget. When the period closes, the budget is distributed proportionally based on how many votes each campaign received.

How to manage voting periods

1. Go to Company → Voting Periods.
2. Use the Company tab for regular corporate giving periods and the Individual tab for individual gifting periods.

Actions available by period status

Period status	What you can do
Pending	Update dates or amount, delete, or start the period. Starting sends invitation emails to all employees.
Active	Boost the amount (add more budget), or complete the period early. Completing early triggers the same donation processing as a natural close.
Completed	Review results and share them on social media (available when at least one vote was cast).

You cannot start a pending period while another period is already active. Complete or close the active period first.

Boosting a period

You can add extra budget to an active period at any time:

1. Open the active period's action menu and select Boost.
2. Enter the additional amount.
3. Choose whether to notify employees by email that the budget has increased.
4. Save.

The boosted amount is added to the period total and included in the final vote allocation calculation.

Sharing results after a period closes

When you complete a period that received at least one vote, a share dialog appears automatically with a social media preview showing the top campaigns selected. You can also share previous periods from their action menu.

Individual Gifting Periods

The Individual tab shows gifting periods created automatically by Actnation based on your configured gifting triggers. Depending on status, you can:

Action	When available
Pause	While the period is Pending
Resume	While the period is Paused
Cancel	While the period is Pending or Paused
Resend notification email	Any active gifting period

Gifting period types:

Type	Triggered by
Birthday	Employee's birthday (today or tomorrow)
Milestone Birthday	Significant birthday years (e.g., 30, 40, 50)
Onboarding	New employee joining the company
Anniversary	Employee's work anniversary
Star / Recognition	Manually created by a company admin

Troubleshooting

Problem	What to do
Cannot start a pending period	Check whether another period is currently active — only one can be active at a time.
Resume button is greyed out	The period's end date may be too close for resumption. Timing guardrails are enforced near period end dates.
Period rows are missing from the list	Reset status and type filters, and clear any search terms.

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