You now have the option to create custom questions using Charlie's new Custom Polls option in our Polls and Surveys feature!
Note: Only Super Admins and Admins can create polls.
Custom polls will run the same way as Charlie's own engagement polls. Need a refresher before creating your own custom poll? You can read more about engagement polls here!
Ready to create your own custom poll?
Follow these steps:
Expand Company on the lefthand side
Select 'Polls and Surveys'
Select '+ Custom poll' or choose a template
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.
Note- Add in as many questions as you like, however we would recommend keeping your poll to around 6 questions for best results.
Once you have completed adding your questions and are happy with the order you can then input the launch date
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 3 days after the question was originally sent out.
Review your poll
Poll Name
List of Questions
Launch date
Duration of Poll (one question is sent out a week-read about why we run micro polls here)
Your email message
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.
FAQs
What time will my poll send?
For polls scheduled with a launch date of today, they will send immediately or within an hour of launch
For polls with a launch date in the future, they will send at midnight on the launch date
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.