Custom polls allow you to further personalize the questions sent to your employees making your metrics even more adapted to your organization. You can learn more about what they can be used for here. These are the steps you can take to create one:

Note: Admins with filtered visibility cannot see or access the Custom Poll section for now.

  1. Custom Polls section

  2. Click on Create Custom Poll

  3. Input the necessary information

    1. Title - what you want to title your poll

      1. Allows you and other admins to keep track of your polls more efficiently

    2. Description - a quick intro of what your poll is about

      1. Lets you input any special information about your poll that is relevant and will help you identify and remember the purpose of the poll

    3. Audience - who you want to send your poll to, lets you target specific teams or people that you need a pulse from

      1. Everyone - the poll is sent to everyone in your account

      2. Group - the poll is sent only to the group selected.

Note: People who receive the polls do not see the information included in this step

Note: You need a minimum of 5 people in a group to be able to see it in the selection list

  1. Click Continue

  2. Create your questions

    1. Choose your question type: text question or numeric scale

      1. What are Text and Numeric scale questions?

    2. Add a question by clicking on the Add Another Question button

    3. Delete questions by clicking on the red trash bin at the corner of each question’s box

  3. Once you are done, click Continue

  4. Choose how to send your poll

    1. Next survey to add your custom poll to Nailted’s regular surveys

    2. Instant to send your custom poll right away along with a notification

  5. Choose to toggle the recurrency of the poll

    1. If toggled on

      1. If you only have text questions, choose the poll’s periodicity: every 1, 2 or 3 months

      2. If you have numeric scale questions, input the custom metric you want to link the poll to then choose its periodicity

    2. If toggled off, go to next step

  6. One you have chosen, click Continue

  7. Review your configuration and, once you are satisfied, press Send

    1. The send button will either say Send in the next survey or Send now, depending on what you chose in step #5

You can save your custom poll at any moment throughout the creation process by pressing on the Save draft button at the bottom right of the screen. This will allow you to exit the poll and re-access it at a later point.

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