Adding Marked Register Data
Quick Sheets Section - Data Entry

What

This Quick Sheet will show you how to add data from your Marked Register to
Connect It will show you how to export your base file, mark it up, and then import
the data

Why

To make your campaigning more effective in future, it is useful to know who does
and doesn’t vote Storing the Marked Register in Connect will make it easier to
prioritise your campaigning and maximise the use of your resources

Where

The Marked Register Export button is in the ‘Advanced’
section of the left hand side of the Main Menu screen
The ‘Bulk Upload’ button is on the right-hand side of
the Main Menu Screen

Creating your export your file
The first stage to adding your
Marked Register data is to
export file from Connect This
file will include the VAN IDs and
poll numbers of all the voters
who were eligible to vote on
Polling Day
From the Main Menu, on the left
hand side click ‘Advanced’ and
then click on ‘Marked Register
Export
The Marked Register Export
Screen will then open Here, you

can choose your options for
export
You can choose the Local
Authority and Polling District(s)
you wish to export You can
also select the file type, and
specify name for the export
file
It is important that you select
the correct date in the ‘Eligible
as of’ box The dates refer to
the updates made to Connect

If your register was up to date
for your election, then you
should select the date
immediately before your polling
day If your final update was not
uploaded till later, you should
select the date it was uploaded
on
When you have selected the
required settings, click ‘Finish’
and your file will be available to
download from the My Export
Files section

From the Main Menu screen, on
the left hand side, click
‘Advanced’ then click ‘Marked
Register Export

Enter your description
here This will form the
basis of your download
file name

You can choose to export
the file as either an Excel file
or text file for importing
into any spreadsheet
program

Choose the Eligible date
immediately prior to your election
to ensure you only get voters who
were eligible to vote

Once you select your
Local Authority, you
can then choose the
Polling District(s) that
you require

Click ‘Finish’ to
create your file

 Adding Marked Register Data

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Quick Sheets Section - Data Entry

Downloading your export your file

To download the file, click on the ‘My
Export Files’ link in the blue panel on the
Main Menu screen
On the Export files page, click
‘Download File’ and save the file to your
computer

Marking the voted data
Once you have downloaded
your file, simply open it in your
preferred spreadsheet software
The file contains columns
showing each voter’s Polling
District, Polling Number, VAN ID
and their name There is then an
empty column called Voted?
From the copy of the Marked
Register provided by your Local
Authority, simply mark the
empty column with consistent

character (eg, the letter ‘y’)
against each resident who
voted You should also request
the marked register for Postal
Voters from your Local Authority
and mark those as voted as
well
If you cannot get this and
simply wish to record that
someone had postal vote then
you can mark those with
another symbol, (eg, the letter

p)
Please note - If you mark people
as having had postal vote you
cannot update that data to
show which postal voters did
and didn’t vote
Leave those who did not vote
as blank
When you have finished, save
the sheet as csv file

Simply mark
the ‘Voted?’
Column for
those who
voted

 Adding Marked Register Data

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Quick Sheets Section - Data Entry

Uploading your file
To upload your file, click on
‘Run Bulk Uploads on the Main
Menu and then click ‘Upload a
New File’
Click ‘Choose File’ to locate the
saved Marked Register file You
must have saved the file as a
CSV file

Click ‘Choose File’ and
locate your data file
When you have
selected it, click ‘Next’

Once you have chosen your file,
make sure the ‘First row
contains column header
information’ box is checked
Click ‘Next’ to upload the file
Your file will then be uploaded,
and sample of the data will be
displayed
Make sure the ‘First row
contains column header
information’ box is checked

 Adding Marked Register Data

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Quick Sheets Section - Data Entry

Match the VAN ID

You need to tell Connect which
column in your file contains the
VAN IDs

From the ‘Upload Option’ menu,
select ‘VAN ID’ In the pop up
box, select the column called
‘van id’ and click ‘Next

Match the Marked Register data
Next you need to tell Connect
how you want it to map the
Voting History data
From the ‘Upload Option’ menu,
select ‘Apply voting History’
In the pop up box, you first
need to select the appropriate
election Simply type the year of
election and range of options
will be displayed for you to
select Use the up and down
arrows on your keyboard to
choose the correct election and
a further ‘Voted’ section will
appear

column from Data File’ and pick
‘voted?’ In the drop down file
Click ‘Next’ to load the
matching screen In the first
column will be displayed the
letters you used to mark people
in your data file
For each, simply select the data
you wish that to relate to (either
Voted or Absentee) in the drop
down menus
Once you have matched the
VAN Ids and the Marked
Register data, click ‘Finish’ on
the Bulk Upload Wizard screen

Here, you must select ‘Choose
Type the election the
data applies to here
(start with the year)
Select ‘Choose Column
from Data file’ and pick
‘Voted?’

Select ‘Choose Column
from Data file’ and pick
‘Voted?’

 Adding Marked Register Data

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Quick Sheets Section - Data Entry

Completing the match
Once you have matched the
data for the Marked Register
input, you will need to complete
the match
To do so, return to the Main
Menu, click Run Bulk Uploads
and then click ‘Administer Bulk
Upload Batches’
You should then see your
upload on the screen There are
links to cancel your upload if
you have made mistake
You need to click on the ‘Match
People’ link on the left hand
side (if this isn’t link, wait a
minute or two then click
refresh)
Connect will show you how
many of the uploaded records it
has matched to voters in the
database You can then choose
to export back out the records
that did not match
Click next then approve the
processing of the next records
You can then check the
progress of your upload on this
screen The ‘View’ drop down
box at the top will allow you to
see completed batches instead
or as well as incomplete ones

Keep on learning - these Quick Sheets will build on what you have learnt here:
Section - Walk
Manager

Learn how to organise your area in to Walks for delivery sheets and printing
canvass cards

Section - Phoning

Learn how to use the Virtual Phone Bank to make calls to voters and enter the
data directly in to the system

Watch training videos at MemberLibDemsorguk/Skills
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