Managing Polls

Polls are a great tool to take a look at the opinions of your team members on specific aspects of the learning process or on the academy in general. 
 

Where to find Polls

In the left navigation, make sure you are in the Academy Workspace.

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When in the Academy Workspace, select Training Admin for all Training Administration options. 

Then select Polls.

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Under the Training Admin, you can also add polls to an event.

When in the Academy Workspace, select Training Admin for all Training Administration options. 

Select Manage Training and then select Events.

Locate the desired event and click Manage Polls on the right-hand side.

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Available Options

On the Polls page, you can organize and manage your polls using the following options:

  • Sorting: Sort polls alphabetically in ascending order (A–Z) or descending order (Z–A).
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  • Filtering: Use the filters on the left-hand side to narrow down results.

    Connection: Filter polls by:

    • Standalone polls

    • Polls associated with a course

    • Polls associated with a learning path

    Visibility: Filter polls by Public or Private status.

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Each poll includes a visibility toggle, allowing you to control whether the poll is visible to users.

Each poll in the list also carries a Poll tag, its image and title (both link to Edit Poll), and its description, truncated after two lines if it runs long. The visibility toggle’s label always reads “Public” regardless of state — it sits on the right when enabled and the left (greyed out) when disabled. A Create poll button, plus search (by title) and sort (A-Z / Z-A) are also available on this listing.

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Editing and Managing Polls

Selecting Edit Poll will redirect you to the Poll Panel, where you can:

  • Edit the poll

  • Preview the poll

  • Delete the poll, if necessary

 

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Note: To remove a poll from active use, you can either delete it or set its visibility to Private, which hides it from users.

For non-event polls (standalone, course, or learning path polls), you also have the option to upload an image.

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Additional Actions

The three-dot (More) menu on the Polls page next to each poll provides additional actions, including:

  • Viewing poll results

  • Viewing closed-ended poll results

  • Exporting open-ended poll responses

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Poll Results

Under Poll Results, you will be able to have a quick review of the responses that your employees have given. Here you can also filter by organizational structure to check the answers of a specific org node or filter by dates to check the answers within a specific timeframe. 

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View Closed-ended Results

Under Closed-Ended Questions, you can review the results of the closed-ended questions of the poll as a bar chart in PDF format that you can download for future reference.

This page shows a banner reading “Closed-ended results will open as a PDF in a new tab,” with a View closed-ended results button that opens the results PDF in a new browser tab.

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Export Open-ended Results

This page shows a banner reading “Open-ended results are shared by email,” noting that from your email you’ll be able to download an Excel file with the open-ended results. Select Get email with results to generate the export and have it emailed to you as an Excel file.

Event Polls within multiple-offer events

have two ways to reuse a poll: select Duplicate To Offer to copy it to one or more of the event’s other active offers (search/sort by offer title, filter by date, multi-select, then Duplicate — a toast confirms the process started, and an in-app notification confirms completion), or select Duplicate To Event to copy it to a different active event entirely (search/sort/filter by event type, connection, date, and category, multi-select, then Duplicate, with the same toast and completion notification). Duplicate To Event is only available from a Key Offer; Duplicate To Offer additionally requires the event to have more than one active offer.

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Private Standalone Polls 

Last but not least, you have the option to make your Private Standalone Polls available only to specific Employees.

To do so, just find the Poll in question and click on the Assign option in the Poll Panel. You will be given the option to assign the poll either to specific employees (By person) or to a group of employees based on their job and location (By criteria).

The Poll Panel also offers an Unassign option, visible only on private polls, for removing an assignment you no longer need.

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Notes: 

  • There isn't a way to disable the default notification that says 'You have been assigned a Poll'.
  • Retaking standalone polls is not currently supported.

Changing a Poll Expiration Date

The expiration date is used to ensure that no user will complete this poll after this date. This means the expiration date is not editable after it has passed.

If the expiration date has not passed yet, you can edit it when the poll is added to a pool. After adding the poll to a pool, this option is under Edit Poll, then select Poll Pools from the Poll Panel, and edit the poll from there.

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If the expiration date of a poll needs to be updated after it has already expired, it may indicate that the original expiration date was not set correctly or that an expiration date was not necessary. To ensure no additional users can respond to a poll after a specific date, you can leave the expiration date field blank and change the poll's status to private when needed. This will prevent any further responses from being recorded.

Read also: Creating a Poll

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