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Attention customers within hurricane impacted areas:
Due to widespread impacts resulting from hurricanes, CivicPlus is committed to enhancing our resources to manage the anticipated increase in traffic and mitigate any potential disruptions. We will prioritize all assistance requests from affected areas to ensure we provide the highest level of support possible. Please be assured that we are here to assist you in any way we can during this challenging time. Your safety and satisfaction are our top priorities.

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Send a Poll

  • Updated:

Polls can be sent to groups or individuals within your organization. Based on a user's role, their poll template may differ.

 

Important Note

  • The fields available depend on the Custom Alert/Polls Form setup. The Custom Poll Forms can be adjusted. The following covers the most common alert form used within the system. To see how to adjust this form check out Edit a Custom Alert Form.

 

 

Instructions

  1. Sign in to your site
  2. Navigate to Send Poll
    Send poll option in left navigation menu.
  3. Select Alert/Poll Template (optional)
    Select template button.
    Note: Depending on which Incident you choose there will be different template options.
  4. Choose the Priority of the poll
    Priority options.
    • Emergency:Will automatically select all default delivery methods and add all voice options.
    • Non-emergency:The default priority, will automatically select any default delivery methods (text, email, mobile app).
  5. Alert Sender Information will auto-populate to the current users' information unless manually adjusted
    Sender information.
  6. (Optional) Upload any attachments that you would like to include with the message
    Add attachments button.
  7. Choose your Recipients from the Internal or Public Directory
    Recipients options.
    Note: You can choose specific contacts or a group.
    Recipient Groups and Users tabs.
  8. Add the information for your Poll
    Poll Information fields.
    • Subject: Add a short title of the poll
    • Poll Question: Enter a question to ask in the poll
    • Poll Responses: Add available responses/answers to the question
  9. Configure Delivery Methods, as needed
    Delivery Method options.
  10. Configure Workflow Settings
    Workflow settings.
    • Standard: All available voice numbers will be called once.
    • Limited Duration: Set a time in minutes for when the next phone number for a contact will be called if they do not answer the phone or respond to the poll question.
      Workflow limited duration.
    • Max Attempts: Set the maximum number of tries a recipient will be contacted.
      Workflow max attempts.
  11. If you have enabled Workflow Settings, you can adjust Priority Voice Settings
    Priority voice.
    • User Preference: Calls will be made according to each contact's preferred order.
    • Override: Calls will be made according to the defined order.
  12. Set an Expiration date for the poll
    Expiration.
  13. (Optional) Schedule a message for a future date and time or set a recurring schedule for the message
    Schedule options.
  14. Preview your alert message and click Send
    Preview Options.
  15. Click Confirm on the pop-up to send the poll
    Confirm button on pop-up.

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