Create your first poll
To begin with your first survey, click the »Create PollUnit« button. You will find this button on all sites in the upper right or in the menu when you are using a smartphone - also on this page.
Then you can choose which PollUnit type you want to create. In this tutorial we create a voting.
|Voting||Create polls about dates, time periods, images, files or free text. Participants can vote for or rate your options.|
|Free table||Create a table and collect informations of your participants.|
|Collect ideas||With this function you can collect ideas. Ideal for brainstorming, gathering feedback and collecting feature requests.|
|Survey (beta)||With this feature you will soon be able to create surveys with several consecutive questions.|
If you are not yet logged in, you will be asked if you want to create a PollUnit as guest or to login. As a guest we need your name.
Advantages of an account
As a participant with a free account, you will receive notifications about activities of your PollUnits, you can write comments and have the opportunity to change and delete your votes from other devices.
Create your voting
In the next step you can choose the target as well as the type of your poll. Choose »Find best« if you want to find the best option. Select »Distribute« if you want to automatically distribute options or tasks to your participants.
You have the choice between different PollUnit types. These determine which options you can assign later. Participants in the survey can choose these options after completing your PollUnit. In this tutorial we choose »Free text«. So you can enter any words or sentences as an option.
|Date||Decision about dates.|
|Date range||Decision about time ranges.|
|Image / File||Decision about images with gallery or other files.|
|Something else||Decision about free text.|
Now you are in step 1 (basic settings) of your PollUnit. Give your survey a title for example a question.
The PollUnit scheme shows you a preview of what your PollUnit will look like.
Click on 'advanced schema settings' to specialize your PollUnit. Here you can change the poll type and your target. You can also activate addons like subtitles and links. You can also change the voting type. You can choose between yes / no, star rating and dot voting.
The e-mail address is also mandatory. Enter your e-mail address if you do not have an account yet.
All fields and their meaning
|Title||The title or question of your PollUnit.|
|Description||Tell your participants more about your PollUnit.|
|Location||For example the location of your event.|
|PollUnit type||Describes the type of allowed options. You can choose between Date, Date and Time, Periods, Free Text and Image or File.|
|Vote type||Decide whether your participants can vote with yes / no or a rating from 1 to 5 (star rating).|
|Target||PollUnit can find the most frequently chosen option, or distribute the options optimally to your participants.|
|Creator name||The creators name (only necessary without account)|
|Creator email||The creators email (only necessary without account)|
Fill your first option field. After entering, you can confirm by pressing 'Enter' and create another option. You can delete options by clicking on the delete icon.
By clicking on 'Add option' you add another option.
In the advanced settings you can provide your PollUnit with diverse functions. A short summary of all functions can be found by clicking the button at the end of this section. In this tutorial we only use the following two free features:
Comments are automatically activated. If you do not want to allow comments, deactivate this checkbox. For this tutorial we set the comments function active. It allows all users who access your PollUnit to comment on your poll. The only prerequisite is that the user has at least a free PollUnit account.
Another function is 'Allow new options'. Activate this function. Now all participants of your PollUnit can add their own options or suggestions. These are available to vote for all participants.
You get an overview of our account types and their possibilities to make your decisions easier and more efficient here:Accounts and their permissions
Now you just have to share your PollUnit with your friends/colleagues. You can copy the link of your PollUnit and send it to the participants. It is important to know that there are two URLs. An »admin link« that allows editing your PollUnit and a »participant link« without admin rights.
If not configured otherwise, all people who know the participation link can vote. You can copy the participation link to the clipboard or share it via email, WhatsApp, Facebook etc. in the share dialog.
After entering the email addresses of your participants, invitations to your PollUnit will be sent.
You can configure your PollUnit in such a way that only invited people get access and can vote. For this PollUnit generates a one-time link for each participant. You can also generate a list of one-time links and send them yourself.
PollUnit automatically creates a QR code for your poll. You can enlarge this code during your presentations and show it to your audience or download and print it. If a person scans the QR code, he/she will be redirected to the PollUnit.
The easiest way to share admin rights is to share the admin link. If the admin link is enabled, anyone who knows the link can manage your PollUnit. If it is deactivated, others will not get any rights even with admin link. You can only deactivate the admin link with a PollUnit account. The most secure way to share rights is to create an organization. All members can manage the polls of the organizations and also create new ones.
Your first PollUnit
Of course, you can also vote in your PollUnit. Just click on the checkbox of the desired option in the table. If you have chosen star rating as vote type, give your rating by clicking on one of the stars. Participants without an account must first assign a name in the left column before they can vote.
Users with account can post comments and have the possibility to chat directly in your PollUnit.
In the context menu in the header of your survey you can edit, close, add new options or share your PollUnit.