Poll Setup Guide

Here is a step by step setup guide to help you create, edit, customize, and go live with your Poll in just a few short minutes.

Create a Poll

From the Campaigns screen, select the template type – Landing Pages.

Campaigns - Landing Pages 2021

Then choose Poll.

Landing pages - Poll

You will then able to edit the basic settings such as Title, Poll Style (radio buttons, images, videos, or buttons), then add poll choices (you can add more or edit later), and choose if you want a form to collect data from voters or no form/data collection at all.

New poll create page

Design Tab

After clicking “Continue” you’ll be taken to the Design tab where you can add backgrounds, images, videos, and customize the campaign’s Form Element.

Poll Design section

 

You can switch between the Poll (Entry) and Results (Post entry) pages by clicking on those options in the top left.

Poll and poll results pages

By clicking Add New Element in the left navigation, you can add images, videos, text, and more.

Poll setup - add new element

Clicking directly on an existing element allows you to edit that element.

Poll - edit element

Click the “Painter’s Palette” icon to set a theme, background, and other styling options.

Customizing the Form Fields

While in the Design section, click on the Form element itself, or the Form Fields area in the left sidebar, then click Add Form Field to add fields. Click directly on an existing field to edit that specific field.

Form campaign - add form fields

Once a user has successfully entered, they will be directed to the Results page. This page acts as confirmation that the user has successfully entered and displays the current poll standings. Be sure to customize your post-entry message and edit the share element to encourage sharing.

Poll - post entry share element

Poll Results Element

On the Results page, click on the Poll Results element to show or hide titles, choose the order results display in, and if the results are shown as “count” or ‘percent”. 

Poll results element

If you do not want to display poll results, you can delete the Poll Results element using the “trash can” icon in the panel on the left. 

Custom Coding

In the Design section, at the bottom of the “Painter’s Palette” section, you can access the CSS section (on Advanced plans or higher) or the Javascript section (on the Power plan) to add custom coding.

Form campaign - custom coding

Overview Tab

New Poll overview page

Start by clicking the Edit button above the “Status” area to adjust the experience’s start and end dates and times (times reflect your local time-zone).

Status section - edit button

Date and time editor

When you’re ready, you can also Publish the experience (turn off Admin-Only mode) here.

Share Dialogue

Also in the Overview section is Sharing.  Click the edit button to customize the shared title, description, and/or image. *This will apply to Facebook, Twitter, and anywhere that recognizes open graph share dialog.

Overview - Sharing

Share customization page - Poll

 

Once your Poll has received votes/entries, you can return to the Overview page to view the progress. You can also click the View Votes button to view the entries and collected data (you can also export from that page).

Poll overview stats/votes

Click Edit Poll next to View Votes to edit or add new poll choices.

Edit poll button - late 2019

Edit poll slider tab - late 2019

Once a user has successfully entered, they will be directed to the Post Entry page. The Post Entry Page acts as confirmation that the user has successfully entered.

Votes tab

In the Votes tab, you can view entry data for the first 1,000 entries, pick winners, and download your Entries and Uploads exports.

Poll - votes tab

Click Download to open the Exports panel

Download exports panel

Click Pick Winner to randomly select one or more winners

Pick winners panel

Settings Tab

In the Settings tab, you can edit entry and age restrictions, password-protect the experience, customize the language, add rules, and more.

Poll experience - settings tab

Click “Voting limits” in the Limits & Restrictions section to enable and choose entry restrictions (the number of times a user can enter).

Limits and restrictions section

Poll voting restrictions

Clicking “Custom Rules” in the Customizations section will allow you to type/paste in your rules, or add a URL to the site where your rules are hosted.

Poll - Customizations section

Custom rules section

The Advanced section allows you to add your Google Analytics or Facebook tracking pixels, enable Kiosk-mode, and setup real-time data exports.

Settings - Advanced

Realtime exports section

At the bottom of the Settings section, you can Reset, Copy, or Delete your Poll.

Reset, copy, and delete buttons

Preview and Publish

When you’re ready, go back to the Overview tab and test/preview your contest by clicking the experience URL under Installation.

Installation - preview

Click Preview to redirect the URL to an embed on your website.

Redirect URL

Click Install on Facebook to install a Facebook Tab for your experience.

Facebook ta panel

Clicking Embed on Website will open the Embed panel where you can copy the JavaScript embed code or WordPress short-code and adjust optional popup settings.

Embed panel

To turn off Admin-Only mode and publish your experience, click the Publish button in the Status area.

Publish button

The Poll experience is now eligible for the Free plan! You can publish your campaign for 14 days or up to 100 participants (per calendar month) without upgrading. To continue your campaign and collect more data, simply upgrade to a paid plan.

If you have any questions or issues setting up your experience, don’t hesitate to email us at support@woobox.com!

Updated on August 18, 2021

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