User guide

Everything you ever hoped to know about polling

Getting started

The basics of getting started include: creating your first poll, presenting the live results, and customizing the look and feel of your poll. You can also publish the results via email, Twitter, or a website.

Types of polls

Poll Everywhere offer several different poll types:

  • Multiple-choice polls: Your audience chooses from amongst the answer choices you define (including, for example a choice of either true or false.) You can also upload images to be answer choices. Multiple-choice polls
  • Open-ended polls: Your audience responds to the poll with anything they like. Open-ended polls can be shown in a variety of ways including a live Word Cloud, ticker tape, Moderation to manage which responses are shown publicly.) Open-ended polls

  • Clickable image polls: Your audience clicks on a part of an image to vote. (Currently this poll only allows web voting, not SMS texting.) Clickable image polls (Image credit: www.allansanders.co.uk/The-Superheroes)

  • Discourse polls: Your audience submits free text responses which can be upvoted or downvoted by their fellow audience members. (Currently available through Labs.) Discourse polls

Creating a poll

A poll is the question you pose to your audience.

You can create your first poll in less than 30 seconds without signing up. However if you do not sign-up for an account, your poll question and any results will not be saved. It is free to sign-up and create an account.

Step 1. To create your first poll, click on the Create poll button.

  • If you are signed in, you can find the Create poll button from your My Polls page.
  • If you have not signed in, you can find the Create poll button on the Poll Everywhere homepage.

    Creating a poll Step 1

Step 2. Type in your question

Creating a poll Step 2

Step 3. Select the type of poll. Poll Everywhere offers several different poll types including multiple choice, open-ended response, and clickable image polls.

  • For open-ended polls, select how you would like your audience’s responses to be visualized.

    Creating a poll Step 3

  • For multiple choice polls or true/false polls, type in your answer options. You can also upload images as options.

    Creating a poll Step 3

  • For clickable image polls, upload the image you would like to use as your poll. You can define clickable regions to be counted for grading and reporting purposes.

    Creating a poll Step 3

Step 4. Click on the Create button to create the poll. Creating a poll Step 4

Accepting responses

Starting your poll

Once you have created your poll, it will start by default so you can immediately begin receiving responses. If your poll has stopped, you will need to restart it by clicking on the Start button to the right of your poll.

Start button

If you are in full screen mode, you can access the Start/Stop option by hovering over the upper right corner of your poll. Select the Toggle Start/Stop button.

Start/Stop toggle

Pushing your poll

If you would also like your audience to be able to respond on your PollEv.com voting page, you will need to push the poll. This pushes the poll to participants who visit your PollEv.com voting page. To push your poll, click on the Push icon button to the right of your poll, next to the Start button.

Push your poll

If you are in full screen mode, you can access the Push option by hovering over the upper right corner of your poll. Select the Push to Pollev page button.

Full screen push poll

Ending your poll

To stop accepting responses to your poll, click on the Stop button to the right of your poll. If you stop your poll, but leave it pushed, your audience will see the poll on your PollEv.com page, but will not be able to respond. To remove your poll from your PollEv.com page, you will need to unpush your poll by clicking on the Push icon button.

Stopping your poll

If you are in full screen mode, you can access the Start/Stop option by hovering over the upper right corner of your poll. Select the Toggle Start/Stop button.

Start/Stop toggle

Summary of start & push options

Poll is pushed Poll is not pushed
Poll is started The audience can respond using the method the presenter has allowed and the poll will appear on their PollEv voting page. The audience can respond using the methods the presenter has allowed, but the poll will not appear on their PollEv.com voting page.
Poll is not started The audience cannot respond to the poll. The poll will appear on the presenter's PollEv voting page, but with the response function disabled. The audience cannot respond to the poll nor does the poll appear on the presenter's PollEv voting page.

Clearing responses

A presenter can clear a poll’s results so that no previous responses are shown on screen. This allows you to reuse polls and archive past results. It also allows you to send and then remove practice votes before presenting your poll live.

When a poll is cleared the results are not lost or deleted as long as you are on a paid plan. Rather, they are stored as runs that can be accessed with the reporting features. There are several ways to clear poll results:

  • From the poll: Allows you to clear results for a single poll at a time

Clearing responses

  • From your My Polls page: Allows you to clear results from several polls at once

    Clearing responses

You can find the archived results in the Response History view. This is accessible in the right hand panel next to each poll under the Views menu.

Ways to respond

There are several ways an audience can respond to polls:

  • Web responses on the presenter’s custom polling page
  • Web responses without a custom polling page
  • SMS text message responses
  • Twitter responses

The presenter can set how the audience is able to respond to polls. To do so, open the poll you would like to change. Select How People Can Respond on the right side of the poll to expand the menu. Check all of the ways you would like the audience to be able to respond.

Web responses on the presenter’s custom polling page

The easiest, most elegant way to respond to a Poll Everywhere poll is on your PollEv.com/your_name voting page. Your audience visits your voting page from any browser and responds to the polls as you push them. Because it works with any browser, this response option is good for international audiences who may not have appropriate texting and long distance plans.

You can set up your PollEv.com page from the Settings page in your My Polls. In the box after ‘PollEv.com/’ type in the word you would like to use as your voting page. If it is available, it will be assigned to you.

Reserve your pollev.com page

For example, if John Smith were setting up his own PollEv.com voting page, he would type in johnsmith in the box after PollEv.com/ and his audience would respond to his polls by visiting PollEv.com/johnsmith.

When you push a poll, your PollEv.com page automatically updates to show the poll that you pushed. If your audience sees a picture of a piece of pie when they visit your PollEv.com page, it means you have not pushed your poll.

Web responses without a custom polling page

If the presenter does not have a PollEv page, the audience can still visit PollEv.com. Once there, they type in the keywords that are displayed on the poll instructions view, followed by their response. This works for Multiple Choice polls and Free Text polls.

PollEv.com

Discourse polls and Clickable Image polls require that the presenter have a PollEv voting page.

SMS text message responses

Members of the audience who do not have a smartphone can respond using SMS text messages from their phones. Standard text messaging rates apply, which means that some participants may have to pay their carriers for text messages (e.g., if they do not have unlimited SMS text messaging plans.)

  • Multiple Choice poll: The participants sends a text message to the number displayed on the poll instructions (22333 in this case.) The text message should contain the code or keyword associated with the answer they choose.

    Multiple Choice poll texting

  • Free Text poll: The participant sends a text message to the number displayed on the poll instructions (22333 in this case.) The text message contains the code or keyword displayed on the poll instructions followed by their message.

    Free Test poll texting

Discourses polls and Clickable image polls do not accept text responses. The presenter must have a PollEv.com voting page to use these poll types.

The audience can SMS text their responses even if they are not based in the United States. We provide a list of countries where we believe the SMS text option will work and a list of our various international phone numbers. There is also a way to test for yourself whether SMS text voting works in your country.

Twitter responses

The audience can respond to polls using Twitter. The participant tweets ‘@poll’ followed by the keyword associated with their choice. Their followers will not see the tweet, but it will be visible on their full updates page.

Twitter responses

Alternatively, you can use your own Twitter handle. You can enable this from your account’s Settings menu by clicking Use Poll Everywhere with Twitter!

The audience can tweet poll responses from any country where Twitter works. Twitter offers local numbers in many countries, a list of which is provided by Twitter support. Responding to polls using Twitter allows your participants to avoid any international texting fees that might apply to SMS text voting.

Presenting your poll

There are two steps to presenting your poll: first, you show the instructions so your audience knows how to respond and second, you display the live results.

The majority of poll types have a separate instructions view and results view. This allows you to show the instructions and wait to reveal the results until you’re ready. Alternatively, you can display instructions directly on the live results chart. Many presenters find that showing the results as they come in – with no delay – increases excitement.

Finally, you can create your own slide of instructions or email instructions to your participants. We have some example graphics available in our best practices for presenters guide. This is helpful if your audience includes people from multiple countries and you need to instruct them on how to text in their responses. (Note that for international audiences responding by the web is typically preferable.)

Your poll – both the instructions view and the results – can be presented live from the web or directly in your PowerPoint presentation.

Presenting from the web

The quickest and easiest way to display a poll is directly from our website in fullscreen mode. Fullscreen mode hides all other browsers and browser buttons, so that only the poll displays on your screen.

Step 1. To display a poll in fullscreen mode, select a poll from the My Polls page by clicking on the poll’s title.

Presenting from the web: step 1

Step 2. Once the poll is loaded, hover over its upper right corner. A menu of options will appear. Select the Toggle Fullscreen button.

Presenting from the web: step 1

Step 3. To end fullscreen mode, hover over the poll’s upper right corner. Select the Toggle Fullscreen button again or press the escape key.

Presenting from the web: step 1

You can use the arrow keys in the lower right hand corner to switch between different polls in your My Polls account.

Note: the computer from which the poll is displayed must be connected to the internet.

Presenting in a slideshow

You can display your poll directly in your PowerPoint presentation. This allows you to seamlessly embed your poll alongside your other slides.

To embed your polls in your PowerPoint, you must install the PollEv Presenter app. In addition, the computer displaying the presentation must be connected to the internet in order for the polls to be displayed.

PowerPoint for Windows

Poll Everywhere is compatible with PowerPoint for Windows 2013, 2010, and 2007.

Step 1. Download the PollEv Presenter App

Step 2. Install the app.

PowerPoint for Windows: step 2

Step 3. Open or restart PowerPoint, locate the Poll Everywhere ribbon.

Step 4. Log in to your account.

PowerPoint for Windows: step 3

Step 5. Using the ribbon, insert a poll into your presentation.

PowerPoint for Windows: step 4

Step 6. Start presenting. (You must be in slideshow mode to see the polls.)

Some systems may not allow access to downloaded plug-ins. Please email us at support@polleverywhere.com if you have any trouble.

PowerPoint 2011 for Mac

PollEv Presenter is currently compatible with Microsoft PowerPoint 2011 for Mac. Support for PowerPoint 2008 and Apple Keynote are currently in development.

Step 1. Download PollEv Presenter App for Mac

Step 2. Install PollEv Presenter for Mac by dragging the file to your Applications folder.

PowerPoint for Mac: step 2

Step 3. Open PollEv Presenter from your applications folder.

PowerPoint for Mac: step 3

Step 4. In the Poll Everywhere app enter your login information.

PowerPoint for Mac: step 5

Step 6. Download your polls from your My Polls page.

PowerPoint for Mac: step 6

Step 7. Open the downloaded PowerPoint file and enter Slide Show mode to see it work!

Poll slides can be copied into your own presentations. Re-sizing the placeholder image will indicate where a poll should load on screen. Make sure the PollEv Presenter App is installed and running before presenting.

Customizing your poll

You can customize the look and feel of your poll through the Visual Settings menu, which is accessible when viewing any of your polls.

From this menu, you can change the font, the font size, and the colors of your poll to match your style, the company aesthetic, or a presentation template. You can also add your logo to the title or the background of your poll.

Step 1. To change the look and feel of a poll, select the poll from the My Polls page by clicking on the poll’s title.

Customizing your poll: step 1

Step 2. Once the poll is loaded, hover over its upper right corner. A menu of options will appear. Select the Visual Settings icon, which appears at the top of the list.

Customizing your poll: step 1

Step 3. You can change the look and feel of your poll by choosing one of the three tabs that appear:

Customizing your poll: step 1

  • Appearance: This menu controls the poll title, the subtitle that tells your audience how to respond, and the poll background.
  • Instructions: This menu controls the text and the boxes on your Instructions View.
  • Chart: This menu controls the chart layout, the bars, and the axis on your Charts View

Step 4. To close the Visual Settings menu, click on the box in the upper right corner. The changes you made will be automatically saved to your poll.

Customizing your poll: step 1

Setting a default style

You can set a default style for your polls in the Settings menu of your My Polls page. All new polls will have the same visual settings (e.g., colors, fonts) as the poll you select as your template poll. You can also choose to update all existing polls to match the template poll.

This is useful when you want to create multiple polls with the same look and feel without having to make each change individually.

Step 1. To set a template poll, go to your My Polls page and click the Settings button at the top of the page.

Setting a default style: step 1

Step 2. Under the heading Polls click on the Set link and select the poll you would like to use as the template.

Setting a default style: step 2

Step 3. Click the Update Profile button at the bottom left.

Setting a default style: step 3

Publishing your poll

In addition to presenting your poll live in front of an audience, you can also choose to publish your poll to a website, Facebook, Twitter, or any other place where people can follow a link.

Be aware that if you would like to accept responses to your poll, you will need to start the poll. If you would like to accept web responses from your PollEv.com page, you will need to push the poll so your audience can see it when they visit your page. You can learn more about accepting responses to your poll.

Each poll has a unique URL that can be shared. You can copy this URL directly from your internet browser’s address box. (However, people who have the URL will only be able to respond to your poll if your poll is started.)

Live link to your poll

Alternatively, you can visit the Share and Publish menu that appears on the right side of each of your polls. Expand the menu and click on the the link labeled Live visualization link.

Live link to your poll

People who follow the link will see whichever view your poll is set to at the time – either (a) the instructions view where they are instructed on how to vote or (b) the results view where they can see the current results.

Posting a poll to Twitter

To automatically Tweet your poll question, visit the Share and Publish menu that appears on the right side of each of your polls. Expand the menu and click on the link labeled Tweet.

Posting a poll to Twitter

In order for people to respond to your tweeted poll, you must enable the Private link response option. This can be found on the right side of any of your polls under the How People can Respond menu.

Posting a poll to Twitter

Embedding a poll in a web page

To embed your poll in your blog or webpage, visit the Share and Publish menu that appears on the right side of each of your polls. Expand the menu and click on the link labeled Embed widget in webpage.

Embedding a poll in a web page

Emailing your poll

Anyone who has the unique URL can view your poll. (They will only be able to respond, however, if your poll is started.)You can automatically generate text that can be copied and pasted into whatever email form you use. Expand Share and Publish the menu and click on the link labeled Email.

Emailing your poll

International Polling

You can poll international participants – whether they are sitting together in one location or dispersed around the globe. There are three ways in which your international audience can participate:

  • Web responses on the presenter’s custom polling page
  • International SMS text message responses
  • Twitter responses

Web responses on the presenter’s custom polling page

The easiest, most elegant way for your international audience to respond to a Poll Everywhere poll is on your PollEv.com/your_name voting page. It works anywhere in the world as long as the participant has access to a functioning web browser on their smartphone, tablet, laptop, or desktop.

Your audience visits your voting page from any browser and responds to the polls as you push them. You can set up your PollEv.com page from the Settings page in your My Polls. In the box after ‘PollEv.com/’ type in the word you would like to use as your voting page. If it is available, it will be assigned to you.

Reserve your pollev.com page

For example, if John Smith were setting up his own PollEv.com voting page, he would type in johnsmith in the box after PollEv.com/ and his audience would respond to his polls by visiting PollEv.com/johnsmith.

When you push a poll, your PollEv.com page automatically updates to show the poll that you pushed. If your audience sees a picture of a piece of pie when they visit your PollEv.com page, it means you have not pushed your poll.

International SMS text message responses

An individual audience member’s ability to SMS vote depends on several factors: their particular carrier, their particular plan, and the coverage we provide through our international message service partners.

To the best of our knowledge, here is a list of countries by continent that we believe we fully cover:

  • Asia, Africa, & the Middle East: China, Hong Kong, Indonesia, India, Japan, Korea (South), Malaysia, Singapore, Taiwan, Thailand, Saudi Arabia, South Africa, UAE, Qatar.
  • Australia: Australia and New Zealand
  • Central and South America: Belize, Brazil, Chile. We are currently seeking local resellers to help us serve these markets better.
  • Europe: Italy, Greece, France, Belgium, Czech Republic, Hungary, Austria, Germany, Netherlands, Portugal, Spain, Sweden, Turkey, United Kingdom
  • North America: United States, Canada (Served by short codes, not the long numbers shown below)

You can also view a comprehensive list of coverage by carrier and country.

We offer many different phone numbers to accommodate SMS text voting. You can share as many numbers as are appropriate to your audience. (For example, if you have audience members from several different countries, you may want to share several different phone numbers.) The responses will all appear in your poll results no matter which number they were submitted through.

Our poll instructions will only be able to show one number at a time due to space constraints, but you can display multiple numbers on a slide projection, sign, or handout at your location, or you can send an email to participants.

We provide two different kinds of SMS texting phone numbers:

  • Regional numbers that can receive text messages from outside the country. Audience members that have cell phone plans outside that country will have to dial internationally and incur any applicable texting charges.
Region Regional SMS text number
Asia, Africa, & the Middle East 61429883481
Australia 61429883481
Europe 447624806527
South & Central America 61429883481
North America (US) 17474443548
North Amercia (Canada) 17808005606
  • Local numbers that can only receive text messages from within the country. Audience members that are local to that country will not incur long distance texting charges and have a shorter number to dial.
Country Country SMS text number
United States 22333
Canada & United States 37607
United Kingdom (local) 02033225822
Poland 48799599633
Belgium 32460200056
Finland 4573960544
Norway 59440194
Sweden 769439162
Switzerland 798071549
Spain 949060070
Lithuania 66840030
Hong Kong 64522795
Austria 676800505264
Estonia 59122157
Australia (local) 427541357

Testing that SMS voting works from your country You can test whether our regional numbers will accept texts from your country and carrier. Simply text a response to one of the polls below and wait for your response to appear. You can also test whether you are able to receive texts back from us. We will send a text message that reads, “Hello from… “

Twitter responses

The audience can tweet poll responses from any country where Twitter works. Twitter offers local numbers in many countries, a list of which is provided by Twitter support. Responding to polls using Twitter allows your participants to avoid any international texting fees that might apply to SMS text voting.

Twitter responses

Managing responses & participants

As part of your Poll Everywhere account, you have a number of options for how responses are treated and how you manage the participants who are responding to your polls.

Response options

There are a number of options for customizing how your audience can respond and how those responses are treated:

  • Responses per participant: Set how many times your participants can respond to each poll.
  • Custom keywords: Choose specific words or codes that your audience uses to respond, rather than the the default auto-generated codes.
  • Grading: Mark one or more of your response options as correct and show the correct option on your chart. (You can also run a grading or ranking report on the results.)
  • Anonymous responses: Allow participants to respond to polls without their identities being revealed, even if they are registered with your account.
  • Custom reply messages: Send a custom response to participants after they respond to your poll via SMS texting.
  • Simple keywords: Allow your audience to vote using A, B, C, etc., rather than either a numeric code or a customized keyword. It’s our simplest voting option.

Responses per participant

You can set how many times your participants can respond to each poll.

The Each person may respond box is found in the Edit menu of each poll. This menu can be accessed by clicking a poll’s Edit link on your My Polls page or by opening a poll and selecting Edit on the right hand side of the poll.

Open a poll from your My Polls page. To the right side of your poll, click on the Edit link. Your poll will open in editable form. Click on the Responses menu to expand the options. Type the number of times each person can respond.

For polls where it is very important that participants adhere to the response limit, it is best to allow SMS text responses only as it is the most secure. Limiting the number of web-based responses requires that each participant uses the same device and the same browser to respond and that that browser has cookies enabled.

Custom keywords

You can choose specific words or codes that your audience uses to respond, rather than the the default auto-generated, numerical codes. This feature is only available with certain paid plans.

You can assign custom keywords to your poll options while in the Edit menu of each poll. This menu can be accessed by clicking a poll’s Edit link on your My Polls page or by opening a poll and selecting Edit on the right hand side of the poll.

Custom keywords: step 1

Once in the Edit menu, under the column labeled Keyword, you can type in a custom keyword of your choice for each option. The system will tell you if the keyword is available.

Custom keywords: step 2

If you are not able to type in a custom keyword, it means you are on a plan that does include custom keywords and will need to upgrade to use this feature.

Premium premium keywords are those with three characters or less. They make responding even easier and simpler, and therefore are in high demand. Rights to premium keywords can be reserved for $5 each with a minimum of $25 per order. Email sales@polleverywhere.com for more information.

Simple Keywords

You can set your answer choices for multiple choice questions to be A, B, C, etc. Once the audience “checks in” to your session, they vote without a numeric code or customized keyword. This is the simplest way to vote and is available to all of our users, even users on our free plans.

To use this feature, you must enable it in Labs. Click the Enable dial to the right of the screen, scroll to the bottom of the page, and click Apply Lab settings.

Enable simple keywords

For your audience to use Simple Keywords they will first “check in” by texting the username of your custom PollEv page to the number listed on your poll. Your audience members do this once at the beginning of your session. For example, if your custom PollEv page is PollEv.com/johnsmith, your audience will need to text johnsmith to the number shown on your poll (usually either 22333 or XXXXX). They will receive a text message informing them that they have joined johnsmith’s session.

Join session

After your audience joins your session, they will text the letter corresponding to their response (A,B, C, D etc. ) to the same number as before. In order for their vote to count, however, you must have a poll pushed. You control which poll their vote counts towards by controlling which poll is pushed. If you have not pushed a poll, your audience will not be able to vote.

To manually push your poll, click on the Push icon button to the right of your poll, next to the Start button. Polls will be pushed automatically when presenting in full screen mode from the website or when using the PollEv Presenter App for PowerPoint.

Push your poll

If your audience is responding via the web, they simply visit your custom PollEv page from any web browser.

If you want to use Simple Keywords on polls you created before enabling the feature in Labs, you will need to change each poll’s settings individually while in the Edit menu of each poll. This menu can be accessed by clicking a poll’s Edit link on your My Polls page or by opening a poll and selecting Edit on the right hand side of the poll.

Custom keywords: step 1

Under the Response Format menu select the option labeled A, B, C, etc.

Response format

Note that Twitter responses are not compatible with Simple Keywords at this time.

Grading

You can mark one or more options as correct and grade incoming responses. You will be able to show the correct answer live on your results chart. You will also be able to download a report that grades all the responses to the poll and provides a ranking of your participants based on the number of correct responses and the average response time.

This feature is only available with certain paid plans.

The Grade incoming responses option is found in the Edit menu of each poll. This menu can be accessed by clicking a poll’s Edit link on your My Polls page or by opening a poll and selecting Edit on the right hand side of the poll.

Grading: step 1

Under the Responses menu select Grade incoming responses in order to enable grading.

Grading: step 2

With Multiple Choice polls, you are then welcome to mark correct responses. Participants will receive credit for choosing a response marked as correct.

Grading: step 3

Once you have marked which option(s) is correct, you can display the correct answer on the live chart. To do so, hover over the upper right corner of the poll. A menu of options will appear. Select the Toggle Correctness button. With Clickable Image Polls, each click region you set is considered a correct response. Participants will receive credit for clicking within any click region you have set.

Grading: step 4

You can display the click region(s) to reveal the correct answer by hovering over the chart. A menu of options will appear. Select the Show Regions and Click Counts button.

Anonymous responses

You can allow participants to respond to your polls without their identities being revealed, even if they are registered with your account. You will not be able to correlate anonymous responses from the same participant with any other responses from the same participant. Anonymous polls are also excluded from certain reports that could be used to reveal identifying information.

Once a poll is made anonymous, the change cannot be undone.

Anonymous: step 1

To allow anonymous responses select Edit selecting from the right hand side of the poll. In the Responses menu, select Make responses anonymous.

Anonymous: step 2

Custom reply messages

You can customize a reply message to be sent to participants once they have responded to your poll via SMS texting. You can also choose not to send a reply message at all.

Custom reply messages: step 1

The Reply message option is found in the Edit menu of each poll. This menu can be accessed by clicking a poll’s Edit link on your My Polls page or by opening a poll and selecting Edit on the right hand side of the poll.

If you are not able to customize the reply message, it means you are on a plan that does include custom reply messages and will need to upgrade to use this feature.

Timing your polls

There are a number of options for customizing when your audience can respond to your polls:

  • Countdown timer: You can set a timer on your poll and give your participants a set amount of time in which to respond.
  • Auto start/stop time: You can schedule a poll to automatically start or stop.

Countdown timer

You can set a timer on your poll and give your participants a set amount of time in which to respond. A picture of a timer floats over the bottom left of your poll and counts down the remaining time, turning red as the poll nears its close. Once the timer hits zero, your poll will automatically stop.

Timer: step 1

To set the timer, hover over the bottom left corner of a poll. Click the timer bar. Enter how long you’d like your poll to remain open (minutes and seconds). You can disable the timer by clicking the remove timer icon. You can pause the timer by clicking on the pause icon.

Auto start/stop time

You can schedule a poll to automatically start or stop at a specific time. You can choose from the default options of 5 minutes, 1 hour, and 1 day, or you can set a custom date and time.

Auto start/stop time: step 1

The Schedule Start/Stop menu is found in the Edit menu of each poll. This menu can be accessed by clicking a poll’s Edit link on your My Polls page or by opening a poll and selecting Edit on the right hand side of the poll.

Auto start/stop time: step 2

Multi-poll survey

You can send a group of polls formatted as a single-page survey that participants can complete on their own. This is useful when you want to collect information, but not all participants are together at the same place at the same time. This is also used by instructors who want to provide students with at-home material that can then be reviewed during class.

Step 1. To send a set of polls as a single-page survey, those polls must first be organized into a group. To group polls, select the polls you would like to group by checking the box next to each of them. Click the Group button at the top of the page to create a new group.

Multi-poll survey: step 1

Step 2. You can edit the group’s title by clicking the Edit button to the right of New Group.

Multi-poll survey: step 2

Step 3. To format the group of polls into a single-page survey, you first need to start each poll. You do this by clicking on the Start button to the right of each poll’s title. Only polls that are started will appear in your survey view.

Multi-poll survey: step 3

Step 4. Once each poll is started, select the entire group by checking the box to the left of the new group’s title.

Multi-poll survey: step 4

Step 5. Click the Survey View link to the right of the group’s title and your polls will appear as a single page survey. You can distribute the survey by sharing the link shown in the address bar.

Multi-poll survey: step 5

Segmentation

With segmentation, you can combine responses from multiple questions to show something interesting or fun. This feature is used to run team competitions completely on-the-fly and to show how responses are correlated across multiple questions (e.g., how women in the audience responded versus men in the audience.) It is one of our most powerful features.

It’s called Segmentation because you divide a set of responses by some other poll that defines your segments. It is similar to running correlations, pivot tables, crosstabs, or stacked charts except that the results appear live in your chart.

This feature is only available with certain paid plans.

The Segmentation option is found in the Visual Settings menu of each poll.

Step 1. To access the Visual Settings menu, select the poll from the My Polls page by clicking on the poll’s title.

Segmentation: step 1

Step 2. Once the poll is loaded, hover over its upper right corner. A menu of options will appear. Select the Visual Settings icon.

Segmentation: step 2

Step 3. In the Chart tab, locate Segmentation and click Enable. (Note that Segmentation is not yet compatible with HTML5 charts so you will need to switch to the Flash version of your chart as prompted.)

Segmentation: step 3

Step 4. From the drop-down menu, select the poll to segment by (i.e., how you would like the responses to your poll to be grouped).

Segmentation: step 4

Step 5. You can customize the segmented chart by editing the settings in the Segment Responses and Legend menus that appear.

Segmentation: step 5

Moderation

You can approve open response messages before they appear live on-screen.

To enable the Moderation feature, scroll to the section below your poll and check the box next to Moderator.

Moderation: step 2

Once enabled, you need to approve responses by checking the boxes to the left of each incoming response. The boxes that are checked will be the only responses that show up on your Live Text Wall. If you check a box and then un-check a box for a response, the response will not be removed from live screens until the poll is reloaded.

Moderation: step 3

If you are presenting from a single screen (e.g., on a single laptop with no switcher), you can use the Mobile Presenter app to moderate responses. You can approve responses on your smartphone or web-enabled device using the Mobile Presenter app. The approved responses show up on the laptop you’re using to present.

This feature is only available with certain paid plans.

Registration

With registration, you can identify participants and their responses by name, email, or other identifying information (e.g., student ID, personnel number). You can also restrict participation in your polls to only those that have registered.

This feature is often used when it is important to securely and reliably track participation, for example, in classrooms, sensitive corporate events, and continuing medical education programs.

It is Poll Everywhere’s policy to never sell, rent, or otherwise share emails and phone numbers entrusted to us with any organization or third party. Please review our Privacy Policy for more detail.

This feature is only available with certain paid plans.

Registration guide for presenters

There are several ways to register participants to your polls:

  • Import a list of participants (e.g., from an Excel spreadsheet)
  • Connect directly to your Learning Management System
  • Distribute a link to all participants and have them input their own information

Import a list of participants

You can import a list of participants and automatically register them to participate in your polls. If you have all the required information, your participants will not need to do any additional work.

You can also organize your participants into a specific group when you import the list or you can assign them to groups manually after you have registered them.

Step 1. Go to the Participants tab accessible from your My Polls page. This page will show any participants who have already registered to your account.

Import a list of participants step 1

Step 2. Click the Add button and select the Import option.

Import a list of participants step 2

Step 3. Download the CSV template provided or create your own with the same column order indicated. Email, first name, and last name are required information. You can also include a password, a US phone number, and a responding as identifier (e.g., a nickname, student ID.) Leave blank columns for fields you choose to omit.

Step 4. Save the spreadsheet as a CSV file.

Step 5. Return to Poll Everywhere and import the CSV file. At this point, you can also define a default password and create a participant group.

Import a list of participants step 5

Step 6. Click the Continue button.

Import a list of participants step 6

We will validate the file and show you progress. Validation includes checking the list of participants for duplicates.

Once we’ve validated all the people in your CSV file, we’ll show you any errors we can fix, errors we can’t fix without your help, and all the lines which are crystal clean. At this point you can correct any errors in your CSV file and start this process again from the beginning or click Continue to import the validated records.

Once the import is complete, we’ll show you the records we imported successfully and those that we couldn’t import.

Connect directly to your LMS

You can automatically download a student roster from your Learning Management System. A participant group will be created for each course and imported participants will be grouped by course automatically.

Step 1. Go to the Participants tab accessible from your My Polls page. This page will show any participants who have already registered to your account.

Connect directly to your LMS: step 1

Step 2. Click the Add button and select the Connect to LMS option.

Connect directly to your LMS: step 2

Step 3. Follow the instructions to connect to your LMS and import your student roster.

Connect directly to your LMS: step 3

We currently integrate with Canvas with more LMS integrations planned. Please email us to let us know which you would like us to work on next.

You can distribute a personal invitation link to participants (e.g., via email.) When they follow this link, participants will certify their email address and phone number (if they will be participating via SMS texting) and create a password. They may also provide their name.

Step 1. Go to the Participants tab accessible from your My Polls page. This page will show any participants who have already registered to your account.

Distribute a link: step 1

Step 2. Click the Add button and copy the link that appears in the box.

Distribute a link:: step 2

Step 3. Distribute the link to participants (e.g., by pasting it into an email.)

Distribute a link: step 3

Here is an example message you can include along with the link you send:

I will be using Poll Everywhere to collect your feedback. Please follow the link I provided in order to register to my account.

By registering with my account, I will be able to view your email or twitter username and see your responses to my polls (unless the poll is clearly marked as anonymous.)

You will be asked to provide your email address, certify your mobile phone number (if you would like to participate in my polls via SMS texting), and create a password. You may also choose to share your name with me after you register. (Your information is protected and Poll Everywhere will never share emails or phone number with any third party.) If you have any questions, please visit the Poll Everywhere User Guide (http://www.polleverywhere.com/user-guide).

Thank you! I look forward to your participation in my polls.

Editing participant information

Account owners and administrators can assist participants by editing and certifying their mobile number, changing their Responding As data (e.g. student ID, personnel number), and resetting their password.

Step 1. To edit participant data, click the Participants tab at the top of the My Polls page.

Distribute a link: step 1

Step 2. Click the … to expand the participants list.

Editing participant information: step 2

Step 3. Click a field to edit participant information. If you are editing a participant’s phone number and you are certain it is correct, you can mark it as certified. Otherwise, this person can certify the number themselves using their phone.

Editing participant information: step 3

Restricting participation

Once you have registered participants, you can restrict poll participation to only those who have registered.

You can restrict participation to registered participants through the Who can respond option. This option is found in the Edit menu of each poll.

Auto start/stop time: step 1

The Edit menu can be accessed by clicking a poll’s Edit link on your My Polls page or by opening a poll and selecting Edit on the right hand side of the poll.

Restricting participation: step 1

Registration guide for participants

If you are the audience or class where Poll Everywhere is being used, you may receive a registration link so that you can share your name and other information, like your email address or a student ID, with them.

Registering with the presenter or instructor allows them to associate your responses with your email, name, or other identifying information. It also allows them to restrict participation to only those that have registered.

It is Poll Everywhere’s policy to never sell, rent, or otherwise share emails and phone numbers entrusted to us with any organization or third party. Please review our Privacy Policy for more detail.

Step 1. To register with a presenter, click the participant invitation link sent to you by the presenter, speaker, or teacher.

Step 2. Fill in your name and email address, and create a password. Remember to log in when responding via the web.

Step 3. Click Register My Account, review the terms, and click Register My Account a second time if you agree.

Step 4. Enter any additional identification information that is relevant. For example, enter your mobile number if you plan to respond via SMS text messaging.

Registration guide for participants

Step 5. If planning to respond via SMS text messaging, you need to certify your mobile phone number. To do so, text the word CERTIFY to the number indicated on the instruction page. You will need to send this text from the mobile phone you will be using to respond.

Registration guide for participants

Note: we will not send you a text message reminding you to certify your phone number. We do not send uninitiated text messages in order to protect your privacy and prevent others from setting you up to receive unwanted spam.

Reporting

There are a variety of different report formats that can be created and bookmarked on the website. (Each report has a has a permalink displayed in the address bar that can be copied or bookmarked for later use). Alternatively, you can download reports as a CSV file for further editing or archiving in spreadsheet software like Excel.

You can also generate reports from your My Polls page in two ways:

  • From your My Polls page: You first select the polls you’d like included in the report and then click on the Report option in the grey options panel. This allows you to select a group of polls, rather than select each poll individually.
  • From the Reports tab: You first go to the Reports tab at the top of your My Polls page and then select the polls you’d like included in your report. You will not be able to select polls as a group. In either case, the first report that will be opened by default is the List report.

Report types

List

When generating a new report, the List Report is shown as the default. This format displays participant responses to multiple polls and is useful for correlating participant responses. Each column represents a poll, and each row represents a unique participant (determined by participants' browser cookie or mobile number).

List report

Map

The Report Map can be selected from the menu to the left after generating a new report. This format only works for US participants who voted via text messaging. The map will display a heat map of participant locations by state (based on area code).

Map report

Summary

The Summary Report can be selected from the menu to the left after generating a new report. This format displays summarized poll results in a separate table for each poll included in the report.

Summary report

Survey

The Survey Report can be selected from the menu to the left after generating a new report. This format displays participant responses by row. The first or leftmost poll determines when to start a new row.

The Survey Report works best with 2 or more polls, all configured to allow multiple votes per poll. It’s intended to let you reuse a group of polls as a survey, where an answer to the first poll should signal that a new row in the report should be started.

For example, the Survey Report would be useful if you had these three polls:

  • Multiple Choice: What’s the Session ID of the presentation you just saw?
  • Multiple Choice: Rate the speaker on a scale of 1 (poor) to 5 (excellent).
  • Free Text: Any other feedback for this presenter? Although each participant may attend between 5 and 20 sessions, this allows you to see a separate row for each time any person starts the survey.

Pivot

The pivot report can be selected from the menu to the left after generating a new report. This format displays each response in its own row. It can be exported to Excel allowing you to easily generate PivotTables.

Report card (i.e., grading)

The report card report can be selected from the menu to the left after generating a new report. This format allows you to grade participant responses across multiple polls.

Report card

This report requires your polls to have Grading enabled with the correct answers indicated.

Segmentation Report (i.e., grading teams)

The team report card is similar to the report card in that it shows grades on multiple polls. Unlike the Report Card, however, the segmentation report groups the grade results by segment (e.g., a team, a sales region.)

This report requires your polls to have Grading enabled with the correct answers indicated.

Step 1. To generate a Segmentation Report, click the Reports tab at the top of your My Polls page and select Segmentation Report on the left.

Step 2. Specify the group of polls you would like to segment. If you like, you can select one at a time from the drop-down menu. You can also choose to count non-responses as incorrect.

Step 3. From the drop-down menu in section 2, select the poll you would like to segment by.

Step 4. Click Generate Report.

Sign-in sheet (i.e., attendance)

This report lets you generate an attendance report. You select which polls to use as the sign-in and sign-out and the report gives you a timestamp of the response. You can also select a poll for which you’d like the response to appear.

One line in the output corresponds to a single person, and if someone has responded to a poll multiple times, we’ll only show the most recent response.

All fields in the report are optional and you can define and arrange your fields. You can define any field title by clicking on the text of that field title.

  • Calculated fields: First name, Last name, Email, Private data, and Responding as are calculated for you. Note that personal information such as Responding as, names, and email addresses are only shown for your registered participants.
  • Fields that show the timestamp of the response: Click on the text of the field title. In order to show the timestamp of the poll response in the report, end the field title with poll time. Choose the poll you would like the report to use by typing in a keyword from your poll title and selecting from the options. The data returned will be the timestamp of the most recent poll response.
  • Fields that show the poll response: Click on the text of the field title. In order to show the poll response in the report, end the field title with poll. Choose the poll you would like the report to use by typing in a keyword from your poll title and selecting from the options. The data returned will be the most recent poll response.

Generating reports

From your My Polls page

Step 1. On your My Polls page, select the polls you would like included in your report.

Step 2. Click on the Report option in the grey options panel at the top of your page.

Step 3. The Report tab will automatically open. The default report that will appear if the List report.

Step 4. To access other reports, click on the report title in the left hand pane.

From the Reports tab

Step 1. On your My Polls page, click on the Reports tab at the top. A page will open that lists all of your polls.

Step 2. Click on Add to Reports to the right of the polls for which you want to generate reports. The top bar will show the list of polls to be included in the reports.

Step 3. Click on Generate Report. The default report that will appear is the List report.

Step 4. To access other reports, click on the report title in the left hand pane.

On the right hand side, there are multiple options for customizing your report:

  • You can download the report as a CSV for editing and archiving in a spreadsheet tool (e.g., Excel.)
  • You can show your participants.
  • You can show the time the response was received.
  • You can show the statistics such as average.
  • If you have multiple runs of the same poll (i.e., you have cleared the poll results), you can specify which run to generate a report on.

Managing your account

Changing your plan

You can change your subscription level at any time depending on your needs. For example, if you will not be using your paid plan for a while, you can downgrade to the Free Plan to avoid monthly subscription charges.

Step 1. To change your plan level, go to your My Polls page and click the Settings link at the top of the page.

Changing your plan: step 1

Step 2. Select Change Plan on the bottom left of the page. The plan you are currently subscribed to will be highlighted.

Changing your plan: step 2

Step 3. Click the Upgrade or Downgrade button under the plan of your choice and follow the instructions on the next page.

Changing your plan: step 3

Updating your personal info

You can change your name, email address, mobile number, and the URL of your PollEv voting page. You can also specify how long your polls will be pushed to your PollEv voting page and set a default poll template

Step 1. To change your personal information, go to your My Polls page and click the Settings button at the top of the page.

Updating your personal info: step 1

Step 2. Within the the Personal info page edit the fields you would like to change.

Step 3. Click the Update Profile button at the bottom.

Updating your personal info: step 3

Displaying international text messaging instructions

Changing your coverage area changes the text to number displayed on your polls' instructions. This is important for instructing international audiences how to vote via text message, as different countries will need to use different numbers.

You can only display one number on your polls at a time. However, all of our text to numbers are always active and able to receive responses. Therefore, you can share them with participants according to their location and receive responses without needing to update any settings in your account. If you need to share multiple numbers (e.g., for an audience from multiple countries), you can copy them to a slide.

Step 1. To change the text message instructions, go to your My Polls page and click the Settings link at the top of the page.

Displaying international text messaging instructions: step 1

Step 2. Select International Text Messaging on the left hand side and select the number you would like to display on your polls' instructions. For more information on international text messaging, check out www.polleverywhere.com/international.

Displaying international text messaging instructions: step 2

Viewing and printing receipts

You can view and print receipts for each order you have placed with us.

Step 1. To access receipts for your orders, go to your My Polls page and click the Settings link at the top of the page.

Viewing and printing receipts: step 1

Step 2. Select Order History on the left hand side and choose the orders for which you would like a receipt.

Viewing and printing receipts: step 2

Keeping your polls private

Your poll’s question (but not its results or responses) is indexed by search engines unless you enable this setting. The results of your poll are always kept private.

Step 1. To mark polls as private, go to your My Polls page and click the Settings link at the top of the page.

Keeping your polls private: step 1

Step 2. Under the Polls title, check the box next to Keep all of my polls private.

Keeping your polls private: step 2

Step 3. Click the Update Profile button at the bottom.

Adding subusers

Adding sub-users allows you to share a paid plan’s upgraded capabilities with additional presenters who each receive their own Poll Everywhere user account. The number of sub-users allowed is determined by your plan level.

Step 1. To add a subuser,, go to your My Polls page and click the Settings link at the top of the page.

Adding subusers: step 1

Step 2. Select Manage users on the left hand side.

Adding subusers: step 2

Step 3. Click Add more users.

Adding subusers: step 3

Step 4. Enter the email addresses of the people you wish to add as users to your account in the text box. Place each email address on a new line.

Adding subusers: step 4

Step 5. Check the box stating you understand that you are sharing your premium features with subusers and click Send invitations.

Adding subusers: step 5

The top portion of the page will show invitations that have been accepted. You can view the number of polls and the last login for each. You can alsogrant admin privileges to a user by checking the box next to their name in the Admin column. Warning: Sub-users with admin privileges can make changes to and delete other users' polls.

Subusers: users

The bottom portion of the page will show pending invitations that have not yet been accepted. You can right click on View Invitation and copy/paste the link to send the invitation in your own email. This is useful if the original invite has trouble getting through spam filters.

Subusers: invitations

Tips, tricks and cool stuff

Mobile polling

The Mobile Presenter App allows you to manage your polls on any mobile, web-enabled device. You can access the Mobile Presenter App by visiting PollEv.com/present from any browser.

Managing polls

Polls can be created and managed on a mobile device just like they can on a full-blown web browser.

Managing polls

Mobile moderation

You can approve open response messages from a mobile device before they appear live on-screen. This is especially useful for “solo” presenters who do not have a separate computer or display from which to moderate on stage.

PollEv Moderator

Asking on-the-fly questions

On-the-fly polls are a quick way to create basic polls and collect impromptu feedback when time is of the essence. During your presentation, an on-the-fly poll can be created and pushed to the audience in a few seconds from your mobile device.

Asking on-the-fly questions

These polls use simple formatting to save time. You can always go back later from the full site to customize an On-The-Fly poll.

Polling without a projector

A presenter can push a poll from their mobile device to everybody else that’s tuned in to their PollEv.com page. The presenter selects a poll they would like to get responses to, and pushes it to their audience’s mobile devices. The responders then follow the instructions on their own devices to participate.

Polling without a projector

Time-saving tips

Moving multiple polls between groups or users

You can move multiple polls from one group or sub-user to another. Use this to keep organized or to create polls for other sub-users. (Polls can only be moved between users when they are sub-users on the same account.)

Step 1. From your My Polls page, select the polls you would like to move and click on the the Edit Multiple button at the top.

Moving multiple polls between groups or users: step 1

Step 2. Select Move Poll and indicate either the group or the sub-user you would like to move polls to, select the polls you would like to move with the checkboxes.

Moving multiple polls between groups or users: step 2

Step 3. Click Apply to update and move the selected polls.

Importing polls or creating multiple polls at once

You can create multiple polls at once or import existing questions from a text document by copying and pasting text into the Poll Creator.

Step 1. To import existing poll questions, start by opening a text editor like Notepad or Word. (Keep in mind that some text editors may include HTML or other non-UTF8 formatting. Make sure to copy and paste as plain text.)

Step 2. A specific format is required in order to import polls: each question must be entered on a new line. A ? is used to indicate the end of a question title. For multiple choice questions, enter the options separated by commas after the ?.

Example:
What is your favorite color? red,blue,green
What is your name?
Poll Everywhere is awesome? True,False
Rank this session on a scale of 1-5? 1=Awesome,2,3,4,5=Awful

Importing polls or creating multiple polls at once: step 2

Step 3. Once you’ve created your text file, simply copy and paste the text into the Poll Creator to generate all of the polls at once.

Importing polls or creating multiple polls at once: step 3

Step 4. Review the polls generated and click the Create button to create all of the polls indicated.

Importing polls or creating multiple polls at once: step 4