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
Navigate to Send Poll:
Select Alert/Poll Template (optional):
Note:
Depending on which Incident you choose there will be different template options.
Choose the Priority of the poll:
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).
Alert Sender Information will auto-populate to the current user's information unless manually adjusted:
Brand: The name of the organization sending the alert
Sender Display Name: The name of the person sending the alert
Reply-To Email Address: An email that recipients can respond to
Caller ID (Read Only): A phone number that the sender can be reached at
(Optional) Upload any attachments that you would like to include with the message:
Choose your Recipients from the Internal or Public Directory:
Note: You can choose specific contacts or a group:
Add the information for your Poll:
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
Configure the poll’s Delivery Methods, as needed:
Mobile App
myAlerts App
Email
Text Message
Primary Mobile Phone
Secondary Mobile Phone
Voice
Cell Phone
Business Phone
Home Phone
Fax
Emergency Telephone Notification (ETN)
Configure 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:
Max Attempts: Set the maximum number of tries a recipient will be contacted:
If you have enabled Workflow Settings, you can adjust Priority Voice Settings:
User Preference: Calls will be made according to each contact's preferred order.
Override: Calls will be made according to the defined order.
Set an Expiration date for the poll:
Notes:
Alerts are considered active until the end of the defined expiration period.
Recipients cannot reply to expired alert polls.
(Optional) Schedule a message for a future date and time or set a recurring schedule for the message:
Preview your alert message and click Send:
Click Confirm on the pop-up to send the poll:
