Who it’s for: Live Poll creators
Platform: Forms
Available on: Elite and Enterprise plans + Active Sense Forms Licence
Overview
When an administrator deploys the Forms - Live Poll workflow with you configured as the Survey Creator, you receive a Create Poll Survey Forms session.
From this session, you can:
name the survey and set its deadline
add questions or agree/disagree statements
create answer options
allow respondents to select one or multiple answers
edit the survey while you’re building it
choose which user group receives it
monitor responses in real time
review the final results when the poll closes
email yourself a copy of the results
The same Create Poll Survey session stays with you throughout the poll lifecycle, from creating the survey through to reviewing its final results.
Open the Create Poll Survey session
When the workflow is deployed for you, you’ll receive:
a Create Poll Survey session in your Forms Inbox
an email inviting you to create a new poll
Open the session from the invitation email or from Forms > Inbox.
Set up the survey
Enter:
Survey name — the name respondents will see
Due date — the final date respondents can complete the survey
Due time — the time the survey closes on the selected due date
The poll closes automatically when the configured due date and time passes. Recipients who haven’t submitted their answers by then can no longer complete the survey.
Click Start adding questions.
Add a survey name and choose when responses are due.
Add questions
Add each question or statement you want respondents to answer.
For each question:
Choose an Answer type.
Enter the Question or agree/disagree statement.
Enter the available Answer options, with one option per line.
Click + Add a question whenever you want to add another question or statement.
Continue until you’ve added all of the questions and answer options required for the poll.
Choose an Answer type
You can select:
Single choice
Respondents can select one answer option.Multiple choice
Respondents can select more than one answer option.
⚠️ Important: Single choice and Multiple choice describe how many answer options a respondent can select. They don’t describe different types of question.
For example, you could create the statement:
I have the equipment and software needed to do my job effectively.
and provide the options:
Strongly agree
Agree
Neither agree nor disagree
Disagree
Strongly disagree
Choose Single choice if respondents should select only one response.
Choice-based questions only
Live Poll currently uses choice-based responses.
You provide the possible answers when building the survey, and respondents select from those options.
You can’t add an open-ended question that asks respondents to type a free-text answer.
Choose whether respondents can select one or multiple answers, then add the question and available options.
Edit the survey
You can review and change the survey while you’re building it.
Click:
Edit mode — edit title, questions or answers
The editing panel displays the survey you’ve created so far.
You can update:
the survey title
question wording
whether a question is Single choice or Multiple choice
answer options
When you’ve finished editing, click Save changes.
You’ll return to the main survey-building experience and can continue adding questions.
Choose who receives the survey
When you’re happy with the survey, click:
Done — Choose people
Choose one of the available recipient groups:
Send to everyone
Sends the survey completion request to all Sense HR users.Send to managers only
Sends the survey completion request to Manager-type users.Send to admins only
Sends the survey completion request to administrators.
🖊️ Note: For Live Poll recipient selection, 'mangers' means anyone in Sense HR who has at least one person reporting directly to them.
⚠️ Important: Check the recipient group carefully before clicking an option. Once you choose Send to everyone, Send to managers only, or Send to admins only, the survey is distributed to that group and the selected recipient group cannot be reviewed or changed from the poll session afterwards.
Choose which group should receive the survey.
Once you choose a recipient group, each recipient receives:
an email inviting them to complete the survey
a Complete Poll Survey session in their Forms Inbox
Monitor live results
Once the poll has been distributed, your Create Poll Survey session becomes the place where you monitor responses.
Results update automatically as respondents submit their answers.
The live results show:
how many recipients have completed the survey
each question
each available answer
the number of respondents who selected each answer
For example:
1 of 4 completed
You don’t need to refresh or manually compile the responses as people submit them.
Poll results update automatically as respondents submit their answers.
What happens when the poll closes?
The poll closes automatically when its configured Due date and Due time passes.
Any recipients who haven’t submitted their answers can no longer access or complete their Complete Poll Survey sessions.
Your Create Poll Survey session then displays the final results.
The final results show:
how many recipients responded
how many didn’t complete the survey in time
each survey question
each answer option
the final response count for each answer
For example:
1 of 4 responded — 3 did not complete in time
Retain the final results
Before closing the final results session, decide whether you need to retain a copy.
Click Email me the data to receive the poll results by email.
The email includes:
the survey name
number of respondents
each question or statement
answer options
the number of responses for each option
You can also retain the results another way, for example by taking screenshots or copying and pasting the results into a spreadsheet or other document.
⚠️ Important: Once you click Close, the final results are no longer available from your Forms session.
If you close the session without retaining a copy and need the results, contact your Automate administrator as soon as possible. They can retrieve the poll result information from the workflow activity while the Forms - Live Poll workflow is still deployed. Once the workflow has been undeployed, this recovery option is no longer available.
Review and retain the final results before closing the poll session.
FAQs
Click for answers to frequently asked questions
Click for answers to frequently asked questions
Q: What types of questions can I add to a Live Poll?
A: You can add questions or agree/disagree statements to a Live Poll and provide the answer options respondents can select. Live Poll doesn’t currently support open-ended questions that require respondents to type a free-text answer.
Q: What’s the difference between Single choice and Multiple choice in a Live Poll?
A: Single choice and Multiple choice determine how many answer options a respondent can select. Single choice allows one answer, while Multiple choice allows more than one answer. They don’t refer to different question formats.
Q: Can I edit a Live Poll while I’m creating it?
A: Yes. While creating a Live Poll, click Edit mode — edit title, questions or answers to change the survey title, questions or statements, answer types, or answer options. Click Save changes when you’ve finished editing.
Q: Can I send a Live Poll to individual employees?
A: No. The current Live Poll process sends the survey to one of three groups: everyone, managers only, or admins only. Individual recipients can’t currently be selected when distributing the poll.
Q: Can I see Live Poll results before the poll closes?
A: Yes. You can see Live Poll results in real time from your Create Poll Survey Forms session. The response counts update as respondents submit their answers.
Q: What happens when a Live Poll reaches its due date and time?
A: When a Live Poll reaches its configured due date and time, the poll closes automatically. Respondents who haven’t completed it can no longer answer, and your Create Poll Survey session displays the final results.
Q: Can I see who didn’t complete a Live Poll in time?
A: The final Live Poll results show how many recipients didn’t complete the poll in time, but don’t identify them individually. If you need to identify those respondents, contact your Automate administrator so they can review the workflow activity.
Q: How do I keep the results of a Live Poll?
A: To keep the results of a Live Poll, click Email me the data from the final results screen or retain them another way before closing the session. Once the final results session is closed, the results are no longer available from Forms.
Q: What should I do if I closed the final results without keeping a copy?
A: If you closed the final Live Poll results without keeping a copy, contact your Automate administrator as soon as possible. While the Forms - Live Poll workflow is still deployed, they can retrieve the poll result information from its workflow activity. Once the workflow has been undeployed, the results can no longer be recovered this way.