Follow

Creating a Poll or Survey

Creating Polls & Surveys


Creating Polls & Surveys is easy! Just follow these steps and you will have your Poll or Survey up in no time!


● Log in to you Infinity Site Manager (ISM) and point your mouse to your drop
down menu to the left of the screen.
● Hover over “Content” and then click on Polls & Surveys

Creating Categories


You may need to create a new category for your poll or survey before you can create
the poll or survey.

         ● Click the Category tab and then click New at the top right side of your screen.
         ● Type in the name of the Category you wish to create. For instance, if this is a Poll
            that will go on your Home Page, name it Home Poll. This will help you to change
            that poll in the future.

Congratulations! You have created a Category!

 

Creating a Poll

After you have created your category, you will need to create your poll.
      ● Click the View Polls & Surveys tab and click New at the top, right side of your
         page.

● Name your Poll
● Choose if you want it hidden or not
● Select Poll
● Choose if you wish the participant to be able to remain anonymous or not
● Type in the email address you wish the responses to go to
● Select the Category this poll will go in
● If you want the poll to only run through certain dates, you can choose the dates,
or choose “Run this indefinitely” and you can always come back and change it
● Click Save at the top, right side of your page

Now, you must enter the information you want the poll to display.
      ● Click the “Edit” icon to the right of the Poll name

● Then, click the Question tab at the top
● Type in your question that will display on the poll
● Then, at the bottom, you will see Add New Possible Value (these will be the
answers that can be selected)
● Click Save at the top right after every New Value that you add. (It will then give
you the option of adding a new value every time you save)
● You can choose what order the answers are in y numbering each in the Sort
order column to the left of the values
● Click Save in the top right side of your page when you are done

Congratulations! You have created a Poll!

 

Creating a Survey
After you have created your category, you will need to create your survey.
      ● Click the View Polls & Surveys tab and click New at the top, right side of your
         page

● Name your Survey
● Choose if you want it hidden or not
● Select Survey
● Choose if you wish the participant to be able to remain anonymous or not
● Type in the email address you wish the responses to go to
● Select the Category this survey will go in
● If you want the survey to only run through certain dates, you can choose those
dates, or choose “Run this indefinitely” and you can change it later
● Click Save in the top, right side of your page

Now, you must enter the information you want the survey to display.
     ● Click the “Edit” icon to the right of the survey name

     ● Click Fields at the top of the page

● Type in the question (ie: name, address, etc.)
● Choose the type **See below for steps on adding options to Drop Down Menu, Checkbox      Array, Multi Select Box, Radio Array**
       ○ Drop Down Box is a drop down menu
       ○ Multi Select Box is a box with fields entered and the user can select more
          than one
       ○ Checkbox Array allows you to select more than one option
       ○ Radio Array allows you to choose only one option.
       ○ Small Text would be Name, Address, Phone or other short field
       ○ Large Text would be a larger text box for Comments, Suggestions, etc.
       ○ Separator will insert a line in between fields
       ○ Content can be a useful tool that enables you to type in information or
          instruction about your survey
● Choose if this field will be required or not
● Click Add Field


**Adding options to Drop Down Menu, Multi Select Box, Checkbox array, Radio
Array
      ● Click the “Edit” icon to the right of the Field Name

● Add option under “Add New Possible Value” and click “Save” at the top right
● Be sure to add answers one by one and click “Save” after every new answer
● When you are done, Click “Fields” to return to your survey fields
● When you are done entering Fields, enter Sort Order by numbering the sort at
the left of the page and click “Set Sort Order
● Click Save at the top, right side of your screen.

Contact your project manager to hook up your survey to your site

Congratulations! You have created a survey

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.