Aha! Ideas | Polls (Ideas advanced)

Innovation often starts with curiosity. The questions you ask your users can uncover ideas about what to build next and where you can improve.

And even with an engaged community of users, there are always opportunities to learn more. Aha! ideas are incredible tools to track feedback and demand. Paired with polls, you can gain even more nuanced insights instantly. You can direct customers or internal teams to polls in your ideas portal to encourage more responses, and use prebuilt or custom reports to analyze the results.

Use the following links at any time to skip ahead:

• Add a polls page to your ideas portal

• Create and publish a poll

• Respond to a poll

• Report on poll results

Add a polls page to your ideas portal

Your ideas portal provides multiple ways to gather feedback and communicate with your customers. Portal visitors can submit new ideas, view roadmaps and news on your custom portal pages, and participate in your research by answering poll questions. Add a polls page to your public ideas portal to find out what features your customers want the most. Add a polls page to your private ideas portal to find out what your colleagues think is the next best move for your business.

Note: You will need to be an administrator with customizations permissions to add a new page to an ideas portal.

1. From the Ideas Overview page, navigate to an idea portal's Settings page.

2. Select the Pages tab.

3. Click Add new page and select Polls. You can edit the name of your polls page at this time.

4. Drag and drop to reorder your new polls page into its desired place in your portal navigation.

Once you have added a polls page to your ideas portal, all active polls you create will appear on this page. Portal visitors will only see the polls that have been made visible to them. If you have added a polls page to your portal, but you have not made any polls visible yet, the polls page will not appear in the portal.

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Create and publish a poll

Create a poll any time you have a question for your customers — to help you make the most effective product decisions. You can have multiple active polls in your ideas portal at a time, so you can poll your portal users on multiple different topics at once.

Create a new poll

Decide what you want to ask your portal users and determine which possible answers you want them to choose from. Navigate to Research Polls. All current polls created in your Aha! Ideas account will appear here for your reference.

1. Select New Poll.

2. Enter a Title. This will appear at the top of your poll.

3. Add an Introduction to help your customers understand the topic and context of the poll. You can add images here if you choose. Adding an image will make your poll more eye-catching to your portal visitors and help encourage engagement.
   Tip: If you plan to have multiple polls active concurrently, adding an image to your poll will help set it apart from other polls and provide context to the poll's topic.

4. On the next screen, enter the question you want to ask your portal users and enter possible answers. Select Add option to add additional choices.

Publish a poll

Once you have published your poll, you can start gathering feedback instantly from your portal users. Navigate to the poll you want to publish from the Polls overview and select the Visibility tab. Use the toggle to make the poll Active. Once a poll is active, it will be included in all ideas portals in your workspace that have a polls page added.

Select the poll's visibility using the dropdown. This will determine which portal visitors will see your poll when visiting your ideas portal.

• Visible to creator: The poll will be visible only to the user that created it. This is also the default visibility — great for testing the poll before making it visible to other users.

• Visible to internal users: The poll will be visible to Aha! Ideas users and portal users that are designated as internal users.

• Visible to all: The poll will be visible to all portal visitors.

Note: When a poll is Active, it will appear in every ideas portal that has been added to your workspace and has a Polls page added.

Respond to a poll

To ensure that your poll is visible to portal visitors and appears as expected, test your poll before making it visible to other users. We recommend visiting your ideas portal and taking your own poll while it is still set as Visible to creator.

When you visit your ideas portal to participate in a poll, navigate to a polls page from the portal's navigation. All active polls that are visible to you will appear on the polls page in a tile view with the poll's Title and the first image that has been added to the poll.

Click the poll you want to take. You will see the title, description, question, and multiple choice answers. Click to select your answer. You will see a confirmation when your answer has been submitted. You will not see other participants' responses to the poll.

Note: Portal users can only select one option when answering a poll. They will be able to edit their response if they want to choose a different response.

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Report on poll results

You can view a poll's results at any time from its Results tab. To help you analyze a poll's results, click Analyze in report to generate a pre-built pivot report that displays your poll results. If you are capturing information about customer organizations, you will see which organizations participated in your poll — and how they answered it — within your poll results pivot report. You can customize the report further to narrow in on the specific information you need. Add filters to combine poll results with your segment data for even more focused customer insights.

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