Configuring Polls

Polls let you ask your team a question and collect their answers. This article explains how to create a poll and what each poll option does. Only Administrators can create polls.

Step 1

Select the profile menu, then select Manage Account.

Step 2

Select Polls from the page navigation.

Step 3

Select Add a Poll.

Step 4 - Enter the poll details

1. Poll Name: Enter a descriptive name that other users will recognize. You will use this name to select the poll from a list later.
2. Poll Question: Enter the question recipients will see when you send the poll.
3. Close Poll After: Choose how long the poll stays open, from 10 min to 120 Days, or select Until filled/closed. The default is 1 hr. The timer starts when you send the poll. When time is up, the poll closes and contacts can no longer respond. Until filled/closed keeps the poll open until every answer is filled or you close it. To learn how required numbers affect closing, go to Setting required responses for poll answers.

Step 5 - Choose poll options (optional)

Turn on any options you need. All options are off by default, and each is explained in Poll options below. Turning on Set required responses per answer adds a Required responses column next to your answers.

Step 6

Enter your first answer. Select the colored circle to change the color of the answer button that recipients see. Select Add Poll Answer to add more. Answers appear in the order you create them. Select SAVE when done.

Step 7

Your poll appears in the polls list and is now ready to use. To learn how to send your poll, go to Using polls or you can integrate them into workflows.

Poll options

These options are independent. You can turn on any combination.

Allow poll recipient to select multiple answers

Recipients can choose more than one answer. This is useful for questions such as “Which dates work for rope rescue training?” with answers Date 1, Date 2, and Date 3. Leave this off if recipients should choose only one answer. To see what recipients see, go to What does a recipient see when they receive a multi-answer poll?

Allow mobile app users to see all responses to this poll

Mobile app users in your organization can see everyone’s responses, not only their own. To learn how, go to Viewing the poll responses of others.

Set required responses per answer

By default, every answer collects unlimited responses until the poll closes. Turn this on when you need a set number of people for a specific role. You enter a number for each answer, and the answer closes when it reaches that number. For details and examples, go to Setting required responses for poll answers.