This article will show you how to set up a poll template.
Important Note
This is one example of many options. There can be many customizations that may look different.
Instructions
Navigate to Alerting/Poll Templates
Click the plus sign
Fill out the Template Name and Folder
Select Poll under Form Type
(Optional) Toggle Modify Template Form
Adjust Build Template options, as needed
Note:
Templates can be built out like a Custom Form. Custom Forms can be assigned as the default forms and accessed by specific Roles.
Template: The template being used
Sender: Who sends the poll
Recipients: Groups or individual users who will receive the poll
Subject: Subject of the alert
Poll Question: The questions in the poll
Poll Options: The selections a user can make in the poll
Delivery Method: What method will be used to send the poll
Priority: Priority of the poll
Attachments: Ability to add attachments to the poll
Hide Attachments: Ability to hide attachments
Fill out Alert Sender Information
Select internal and/or public Recipients (required)
Fill out the Poll fields
Subject: This is the subject of the poll
Poll Question: Enter the Poll question to be asked
Poll Responses: Enter the options users have to respond to the poll. There is a minimum of 2 poll responses and a maximum of 5 poll responses.
Add Response Option: Click to add more response options
Adjust the Delivery Method as needed
Mobile App: The CivicReady Mobile app (internal users)
myAlerts App: The MyAlerts app (public users)
Email: Send to an email address
Text Message: Send using a text/SMS message
Voice: Send using a voice call
Review and click Save or Save As
