PoliteMail has a function that allows you to include a simple survey or poll in a tracked message when using Individual or Anonymous tracking. Simple survey types include 5 star ratings, mood type, yes or no, or multiple choice selections. 

Here’s how:

  1. From the PoliteMail ribbon click on Feedback
    Feedback1
  2. Select which type of survey you would like to use
    Feedback2
  3. Type your question into the Question text box
    AddSurvey
  4. Click on Add
  5. You will receive a pop up that asks if you would like to make the survey a poll. Select Yes or No. If using the poll function, the message recipient can see the vote tally immediately after clicking on the poll link within the message and will be able to change their response.
    MakePoll
  6. The survey or poll will be added to your message
  7. To change the text for the question or any of the answers, place your cursor within the text you want to change, right-click and select Edit Hyperlink
    ChangeTextforlink
  8. Change the Text to Display field at the top of the menu
    EditHyper
  9. Click on OK

Quick tip: Do not change the Address at the bottom of the Edit Hyperlink menu, as it will break the PoliteMail link.

To view the results of your sent survey or poll:

  1. From the Outlook main window click on PoliteMail
  2. Select Results > Messages
    ResultsMessages
  3. Locate the sent message and double-click on the line to bring up the metric report
  4. Scroll to the bottom of the report to view the survey/poll results
    Survey Results

Quick tip: Message recipients can change a survey or poll answer at any time and the results will adjust accordingly. This won’t count as an additional vote, it will simply override their previous answer.

Quick tip: If you need a more complex survey, you can always set up a survey in an online application such as Survey Monkey and then add the link to your message. This will provide you with the click data in your metrics report and additional information would be captured by the survey application.