--- title: Send Poll to Internal Groups or Contacts description: This article outlines the process to send a poll to internal groups or contacts. --- [Skip to content](https://support.konexus.com/polling#main-content) English Show submenu for translations [Create a Support Ticket](https://support.konexus.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.konexus.com/servicehub?hsLang=en) ![Konexus Logo](https://support.konexus.com/hs-fs/hubfs/KONEXUS_LOGO_WHITEBG_small.png?width=257&height=40&name=KONEXUS_LOGO_WHITEBG_small.png) - [Knowledge Base](https://support.konexus.com/) - [View My Tickets](https://support.konexus.com/servicehub) - [Partner Forms](https://support.konexus.com/partner-submission-forms) - [Sign out](https://support.konexus.com/_hcms/mem/logout) Open main navigation Close main navigation - [Knowledge Base](https://support.konexus.com/) - [View My Tickets](https://support.konexus.com/servicehub) - [Partner Forms](https://support.konexus.com/partner-submission-forms) - [Sign out](https://support.konexus.com/_hcms/mem/logout) - English Show submenu for translations - [Create a Support Ticket](https://support.konexus.com/kb-tickets/new) - [Customer portal](https://support.konexus.com/servicehub) - Go to konexus.com Go to konexus.com Search the help articles to find what you are looking for. - There are no suggestions because the search field is empty. 1. [Help](https://support.konexus.com/?hsLang=en) 2. [Internal/Operational Communication](https://support.konexus.com/internal-operational-communication?hsLang=en) 3. [Web Application](https://support.konexus.com/internal-operational-communication?hsLang=en#web-application) # Send Poll to Internal Groups or Contacts ## This article outlines the process to send a poll to internal groups or contacts. ### Overview Polls can be sent to groups or individuals within your organization. Based on a user's role, their poll form may differ. The following covers the most common poll form used within the system.  ![legacy alert form](https://support.konexus.com/hubfs/Screen%20Shot%202021-02-16%20at%209-23-20%20PM-png.png) ### Poll Creation #### Step 1: Access the Send Poll Module 1. Select **Send Poll** from the drawer menu. ![Send Poll from the drawer menu](https://support.konexus.com/hs-fs/hubfs/image-png-Feb-17-2021-05-04-20-07-AM.png?width=400&name=image-png-Feb-17-2021-05-04-20-07-AM.png) After navigating to the Send Poll page, an additional navigation menu will be on the left side of the screen. This is the outline of the Send Poll Form that is assigned to the user's role. As the user completes the poll form, the selected values will populate here as a reference.  ![Alert Template ](https://support.konexus.com/hs-fs/hubfs/image-png-Feb-17-2021-05-05-18-85-AM.png?width=400&name=image-png-Feb-17-2021-05-05-18-85-AM.png)  #### Step 2: Identify Incident Type or Emergency/Non-Emergency In most cases, selecting the incident type or choosing Emergency/Non-Emergency is a mandatory field. The incident type gives recipients further insight and information about the poll. Assigning an incident type also allows for more detailed reporting and filtering on alert history.  Incident types can be selected from either existing or new incidents.  1. Select the incident that best fits the current situation. 2. Optionally, users can select a template to pre-populate fields from the selected template. 1. Not all users will have permission to select a template. ![Identify Incident Type](https://support.konexus.com/hubfs/image-png-Feb-17-2021-05-06-09-24-AM.png) #### Step 3: Delivery Methods (required) This part of the alert form allows users to adjust the channels by which the alert will be sent (mobile push, email, SMS, voice). The defaults that are set by your organization's admin will be assigned to the alert by default; however, this field allows users (who have permission to do so) to modify the channels to better target alert recipients. 1. To modify the delivery methods, toggle the **Use Default Delivery Settings** off. 1. This will expand the card and allow you to select/deselect any of the available alerting channels. ![Delivery Methods](https://support.konexus.com/hubfs/image-png-Feb-17-2021-05-07-00-41-AM.png) #### Step 4: Recipient Selection Recipients can be selected by either group or individual contact. Polls require at least one contact.  **Add a Group** 1. Select ![Konexus\_Knowledge Base\_Polls\_Add Group Button](https://support.konexus.com/hs-fs/hubfs/Konexus_Knowledge%20Base_Polls_Add%20Group%20Button.png?width=35&name=Konexus_Knowledge%20Base_Polls_Add%20Group%20Button.png) to add a group as poll recipients. 2. Select the box next to the group's name to select the group as recipients. 3. Select **OK** to confirm your selection. **Add Individual Contact** 1. Select ![Konexus\_Knowledge Base\_Polls\_Add User Button](https://support.konexus.com/hs-fs/hubfs/Konexus_Knowledge%20Base_Polls_Add%20User%20Button.png?width=38&name=Konexus_Knowledge%20Base_Polls_Add%20User%20Button.png) to add individual users as poll recipients. 2. Locate the correct contact in the contacts list. Select a contact's name to select that contact as a recipient. 3. Select **OK** to confirm your selection. Some users may have auto-populated recipients based on their role. If this is the case, the recipient group will auto-populate on this card.  - Users can add to the pre-populated groups if desired. - Pre-populated groups cannot be removed. ![Recipient Selection](https://support.konexus.com/hubfs/image-png-Feb-17-2021-05-07-37-38-AM.png) #### Step 5: Subject and Message The subject, poll question, and poll responses are all required fields within this card.  **Poll Responses:** - At least 2 responses are required, and up to 5 responses can be added. - NOTE: Using English ***full words*** are highly encouraged, as single letters may result in translation if your tenant uses automatic translation.  *An example would be to use **Yes** instead of **Y**.* **Add Poll Response** 1. Click ![Konexus Knowledge Base\_Polls\_Add Response Button](https://support.konexus.com/hs-fs/hubfs/Konexus%20Knowledge%20Base_Polls_Add%20Response%20Button.png?width=98&name=Konexus%20Knowledge%20Base_Polls_Add%20Response%20Button.png) to add a poll response. 2. Click ![Konexus Knowledge Base\_Polls\_Delete Response Button](https://support.konexus.com/hs-fs/hubfs/Konexus%20Knowledge%20Base_Polls_Delete%20Response%20Button.png?width=21&name=Konexus%20Knowledge%20Base_Polls_Delete%20Response%20Button.png) to delete an added poll response option.   ![Add Poll Response](https://support.konexus.com/hubfs/image-png-Feb-17-2021-05-10-06-33-AM.png) #### Step 6: Attachments (optional) The attachments field allows users to attach any related images to their poll. Recipients will be able to view these images on both the mobile and web application. To add an attachment:  1. Select the **Add Attachment** button. 2. Select the image file(s) that you would like to attach. ![ Add Attachment button](https://support.konexus.com/hubfs/image-png-Feb-17-2021-05-12-56-38-AM.png) #### Step 7: Preview and Send The preview card allows the sender to preview the poll to ensure that all the entered information is correct. If there are any required fields that have not been completed, the preview card will notate which required fields are still incomplete (see previous screenshots for examples). ![Preview and Send](https://support.konexus.com/hubfs/image-png-Feb-17-2021-05-13-19-69-AM.png) **Send the Poll** 1. When you are satisfied with the poll preview and all required fields are complete, click the **Send** button. 2. You will be prompted to confirm the send action and can view the total recipient count before sending. Once you click **Yes**, the poll will be sent out. 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