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Session Management in UpVoter

Session Management in UpVoter

What is a session?

A session is the main container for all your work in UpVoter. It houses the voting questions, the answer choices, the participants' votes, the invited attendees list, and the visual configuration of the event.

Everything you create in UpVoter lives inside a session. You can have as many sessions as you need, each with its securely independent content and settings.


Lifecycle of a session

A session can exist in three states:

  • Active: the session is open. Participants with the link can enter and cast votes on any questions the organizer has opened. This is the highly recommended state during the live event.

  • Inactive: the session is closed. Participants attempting to join will see a closed session message. However, the internal data (questions, votes, settings) remains perfectly intact and accessible to the organizer. Recommended for sessions currently in preparation or events that have permanently concluded.

  • Deleted: the session vanishes from the Dashboard. Deletion is soft: the data is not physically destroyed from the system and the support team can manually recover it if necessary.

  • Create a session

    From the Dashboard:

  • Type the session name into the top field.

  • Click Create or hit Enter.

  • The session appears as a new card on your list.
  • Pick a clear and descriptive name — it will make your life much easier when you manage multiple active sessions concurrently. Examples: Partners Assembly June 2026, React Module Evaluation — Evening Group, Post-Event Survey Marketing Summit.


    Enter to manage a session

    Click the Manage button sitting right on the session card. The full-fledged management panel will open where you'll find every tool: questions, branding, participants, Q&A, results, and links.

    To steer back to your Dashboard, utilize the ← Back to Panel button nestled within the management panel header.


    Rename a session

    Click the pencil icon located in the corner of the Dashboard card. The session name immediately becomes directly editable. Confirm by pressing Enter or abort changes using Escape.

    The name cannot be saved as an empty string.


    Duplicate a session

    The duplicate icon effectively clones an existing session. It represents the absolute fastest method to recycle question structures and branding when hosting recurring events.

    What is copied over:

  • All your branding: logos, custom colors, background image.

  • Access configuration settings: require invitation, request name, individual token validity.

  • Every single question alongside their options, internal types, display order, and assigned points.
  • What is NOT copied over:

  • The votes: the newly minted session is totally clean and starts with results sitting at zero.

  • The participants: the guest list is generated entirely empty.

  • The Q&A historical queue.
  • The duplicated session is born inactive, granting you the peace of mind to groom it before flipping it active for the live event. The name is auto-generated by appending a trailing number to the original (Assembly June 2, Assembly June 3…).

    When to use Duplicate:

  • Periodic events: annual assemblies, monthly structured training, quarterly review surveys.

  • Testing grounds: duplicate the official gig and run mock tests with internal colleagues without polluting the real mission data.

  • Variants of an identical session tuned for disparate distinct groups.

  • Delete a session

    Click the trash can icon on the Dashboard card. The system will forcibly demand confirmation before executing the action.

    The session vanishes seamlessly from the Dashboard but the underlying data isn't wiped physically yet. If you urgently need it recovered, please reach out to UpVoter support.

    > When to delete and when not to: only delete it if the session is absolutely no longer needed and you despise retaining the data. If you merely suspect you might need it again someday, you are far better off simply leaving it inactive.


    Managing active/inactive questions within a session

    Questions possess their independent open/close state toggles, totally separate from the session's overarching active/inactive state.

    A session can legally be fully active (participants can waltz in) but hold all its inner questions rigorously closed (nobody can cast a vote quite yet). This reflects the ideal setup when attendees are already connecting but the organizing host hasn't kicked things off.

    The toggle switch beside each question on the list snaps it open or shut instantly.


    Delete session votes

    The Delete votes button located in the Questions or Results tab aggressively purges all accumulated votes across every question housed in the session. All percentage results bounce back cleanly to zero.

    > This action cannot be undone. Votes are permanently and irreversibly destroyed.

    Invoke it to reset an internal test-run right before letting the true audience in, or if the event mistakenly began with test participants still roaming inside and you wish to sanitize the data slate.


    Session Access and Support Configuration

    Requires invitation
    If switched off (default setting), any stranger holding the link is allowed to vote. If toggled on, only explicitly invited participants armed with a personal token are granted voting rights. You shepherd this list via the Participants tab.

    Request name
    If activated, upon joining the session a participant is politely given the option to type in an alias or plunge in anonymously. This alias subsequently surfaces tagging their votes and inside the Q&A moderation inbox.

    Link validity (days)
    Signifies the total number of days individual tokens remain considered valid invitations. By default, securely set to 90 days.

    Authorize Technical Support
    A dedicated toggle switch available within the session management panel. If you ever require urgent assistance, activate it to grant temporary access permissions to the UpVoter technical support team. This allows us to securely enter your session and assist you in real time with your configuration or resolve any technical issues immediately.


    Recurring events: Recommended workflow

    If you regularly host the same identical brand of event (annual assembly, monthly bootcamp training…):

  • Comprehensively build the very first session: questions, branding, core setup.

  • Export your results carefully once wrapped up.

  • Duplicate the session for the upcoming scheduled cycle.

  • Tweak the cloned questions if any fresh modifications are required.

  • If running on invitations, recreate the attendees right on the copy.

  • Toggle the copy active when the dawn of the next event ultimately arrives.
  • Adhering to this workflow ensures the outcome results of each independent cycle stay perfectly encapsulated within their independent sessions, nicely siloed and autonomous.


    Frequently Asked Questions

    Can I run multiple active sessions all at once?
    Yes. Each session is entirely solitary. You can juggle as many identically active sessions simultaneously as your needs demand.

    Can participants inside a deleted session continue to access it?
    No. The session is eradicated and its associated URLs cease functioning immediately.

    Can I radically rename a session long after authoring it?
    Yes, freely at any point via the pencil icon resting on the Dashboard card.

    Does wiping the votes somehow penalize or hurt my participants?
    It doesn't affect the participant list nor their core access privileges whatsoever. It strictly obliterates the voting output data points.

    Session Management in UpVoter — UpVoter.io