You can launch recurring or one-off polls and surveys in Charlie by using our templates or creating a custom survey from scratch!
Note: Only Super Admins and Admins can create polls
Ready to create your own poll?
Follow these steps:
Setting your questions:
Expand the Engage tab on the lefthand side
Select 'Polls & Surveys'
Select '+ Custom poll' or choose a template
If you would prefer to replicate a completed poll and use this as a starting point, you can click on this poll and select 'run again'
Type in the name of your poll
You can start typing up and editing your questions!
Select the answer format you would like: 5-point scale or free text response
You can also sort your questions into an order of your choosing.
Once you have completed adding your questions and are happy with the order you can move the the next page ‘scheduling polls’
Note- Add in as many questions as you like, however we would recommend keeping your poll to around 6 questions for best results.
Scheduling and sending your poll:
Choose the launch date for your poll.
Choose the repeat frequency for your poll: no repeats, monthly or quarterly
You are then able to type a message that will be sent within the launch email to your team.
Let your team members know why you are running this poll, what information you are hoping to gather, how this information will be used to your team members etc.
You also have the option of sending out reminder emails to your team members who haven't responded to the poll at 3PM 3 days after the question was originally sent out.
Click Launch!
Your team will then receive the launch email and be able to access their questions. They can to respond to the poll directly within their Charlie account on the Polls and Survey page.
Poll responses:
On your launch date, your team will then receive the launch email and be able to access their questions.
They are able to respond to the poll directly in the email or within their Charlie account on the Polls and Survey page.
FAQs
Can I turn off a poll once it's live?
Yes, you can 'Delete' a poll at any time if you want to stop a poll after it's launched
When will my poll send?
If your poll is scheduled to go out today it will usually send immediately;
However, if your poll was created any time before 9 AM, it will send at 9 AM
If your poll is scheduled for a future date it will send at 9 AM on your chosen date
When will my poll repeat?
Your poll will be sent on the same date every month or 3 monthly (for quarterly polls)
If the date lands on a non-working day it will be sent on the next working day
How can I stop a poll from repeating again?
You can cancel a poll's repetitions on the poll page
Alternatively, deleting the next upcoming repeating poll will stop it from repeating again in future
Need some guidance on managing your polls? Need to know how you can export your results? Read our helpful article here!