Polls

This article provides instructions on creating, voting on, managing, and removing polls in Happeo Channels.

Package information: Polls are available to Growth, Recommended, Enterprise, and Custom packages.

What are polls?

Polls in Happeo are a Channel feature that allows users to create questions and gather votes on answer choices within a Channel. Essentially, polls allow for conducting quick surveys or collecting preferences from other members of Channels.

How to create a poll

Note: Only members who have posting permissions can create polls (exceptions given to Channel Owners, Editors, and platform Admins). 

To create a poll, you can:

1. Navigate to a Channel
2. Click the Poll icon in the ‘Write a post’ section
3. Type the question you want to poll
4. Provide the options users can select 
   1. You will be given recommendations through our AI functionality
   2. To use any of the recommended options, you can hit Enter on your keyboard or click the star icon
5. Remove a poll option: You can remove a poll option by clicking the X icon on the right side of it
6. Once you’re done, you can click the Create Poll button
7. Make sure to publish the post once you’re done by clicking the Post button

How to manage a poll

Note: Poll creators, Channel Owners, Editors, and platform Admins can manage polls. However, only poll creators can view poll results (depending on the poll settings).

When creating or editing a poll, you can manage it by clicking the Settings button at the bottom left of the poll creation window. There, you can tick the following options:

• Allow users to choose multiple answers – This means that one user can vote on multiple answers
• Anonymous voting – When users vote, their identities will be hidden. Please note that this option cannot be undone upon publishing. Additionally, votes will be hidden for all users, including Admins
• Allow users to change their vote – Users can change their vote after voting
• Allow everyone to see the results – If this option is not selected, the creator is the only one who can see the results 
• Allow users to see results before voting – Users do not need to vote to see the poll results
• Allow users to add new poll options – All channel members will be able to add new options to the poll by clicking “Add your answer”

Note: By default, all of the poll options aside from anonymous voting will be enabled.

How to vote on a poll

Note: All members (i.e. Channel Owners, Editors, and members) can vote on polls.

To vote on a poll, you can:

1. Click on a checkbox / radio button next to the option you want to vote on
   1. Depending on the poll settings, you will be able to vote on multiple options. Polls that allow only one answer will have radio buttons instead of checkbox options
2. Click Vote once you’re done

You will be able to see and do the following depending on the poll settings:

• Number of votes
• Users who voted
• Poll results – Either before or after voting
• Undo vote – You can click ‘Undo vote’ at the bottom of the poll

How to view poll results

Note: The ability to view poll results and the users who voted depends on the poll settings.

To view poll results, you can simply click the number of votes at the bottom of the poll. Alternatively, you can export a CSV of the results from the same location by clicking Export CSV at the bottom-right. 

You can click the downward arrow next to a poll option to see a breakdown of votes (if anonymous voting is disabled). 

How to edit a poll

Note: Poll creators, Channel Owners, Editors, and platform Admins can edit polls.

During the post-creation process

After you’ve clicked Create Poll, you can edit the poll if you:

1. Click the edit icon at the top-right corner of the poll
2. Once you’ve made changes, click Update poll

Upon publishing the post

To edit a poll upon publishing a post where the poll resides, you can:

1. Click the three dots on the right of the post
2. Select Edit post from the menu
3. Click the edit icon at the top-right corner of the poll
4. Once you’ve made changes, click Update poll and then Update post

How to remove a poll

Note: Poll creators, Channel Owners, Editors and platform Admins can remove polls.

During the post-creation process

After you’ve clicked Create Poll, you can remove the poll if you:

1. Click the trash icon at the top-right corner of the poll

Upon publishing the post

To remove a poll upon publishing a post where the poll resides, you can:

1. Click the three dots on the right of the post
2. Select Edit post from the menu
3. Click the trash icon at the top-right corner of the poll and then confirm the removal of the poll
4. Once you’re done, you can click Update post

FAQ

Are polls available on the mobile app?

The ability to create and answer polls in the mobile app is coming soon! In the meantime, you can still create and answer polls on the desktop version of Happeo.

Do polls expire?

No, polls themselves don't have an expiration date.

Does poll result visibility expire?

Currently, viewing a poll’s results does not have an expiration date.

Is there a limit on the number of options I can add?

No, you can add as many options as you like to your polls.

What happens if I change a poll from allowing multiple answers to only one answer?

Any votes already cast will still be counted. Users who voted multiple times will still have their selections reflected in the results.

Can I use emojis in my poll options?

Yes, you can add emojis while creating poll options. However, you can't use the Happeo emoji picker directly. Instead, right-click in the option box and choose "Emoji" to insert them. Alternatively, you can press:

• Mac – Command + Control + Space
• Windows – Windows button + and either the period (.) or semicolon (;)

Can I include images in my poll options?

Unfortunately, adding images to poll options isn't currently supported.

Can regular channel members add options to a poll?

Yes, regular channel members can add options to a poll if the option to do so has been enabled by the poll creator. Once the option has been enabled, channel members can click "Add your answer" from the poll.