Poll building block

Poll building blocks let you gather feedback from visitors directly within a guide. You can use polls to collect opinions, measure satisfaction, or ask quick questions while visitors interact with your application. Adding a poll to your guide creates the individual building blocks for that poll type, which you can then edit separately. 

Poll building blocks are part of the overall building block system. For an overview of all building blocks, see Guide building blocks overview.

There are four poll types you can add to a guide step:

• Open Text Poll, used to collect open-ended responses.
• Yes/No Poll, used to collect a binary answer to a straightforward question.
• Number Scale Poll, used to collect ratings from visitors on a scale of up to 10.
• Multi-Choice Poll, used to prompt the user to choose one of multiple possible answers, either from a dropdown list or from a list of radio buttons.

Prerequisites

To add a building block to a guide, you must have permission to create or edit guides.

Create your poll

Choose a poll type based on the feedback you want to collect, then add it to a guide step using building blocks. To add a poll:

1. Go to Guides.
2. Open the guide you want to edit.
3. Select Edit in my app to open the Visual Design Studio.
4. Select View steps, then choose the step you want to edit.

5. Hover over the step you'd like to edit and select Edit step. If the step is blank, select Click to Add Content.

• To add a building block above or below an existing block, hover over the location where you want to add the block and select the Add Row plus (+) icon that appears. 
• To add a text, button, or image building block to the left or right of an existing building block, hover over the building block and select the Add Column plus (+) icon that appears. You can edit the width of building block columns.

6. From the Add Building Block menu, select the type of poll you'd like to add:

• Open Text Poll
• Yes/No Poll
• Number Scale Poll 
• Multi Choice poll

Open text poll

Open Text polls let you collect open-ended responses from visitors. Each poll includes a default question and text entry field. You must keep the poll question in place, or responses won’t be recorded.

Edit the poll question

To edit the poll question:

1. Select the question.
2. Select the edit icon to open the Edit Text Block window.
3. Update the text in the Guide Content section. For more information about styling your text, see Text building block.

Edit text entry field

To customize the text entry field of an Open text poll:

1. Select the text entry area.
2. Select the edit icon to open the Edit open text block and make your changes.

Text style options

You can edit the following for the text field box:

• Placeholder. Allows you to edit the prompt or hint text inside the text field to help the respondent understand and answer the question.
• Placeholder text color. Allows you to edit the color and transparency of the helper text, set with a hexadecimal, RGBA values, visual color selector, or color and transparency sliders. 
• Width. Allows you to edit the width of the text field box as a percentage (%) of the total content block width. 
• Height. Allows you to edit the height of the text field box in pixels (px). 
• Background color. Allows you to edit the color and transparency of the text field box, set with a hexadecimal, RGBA values, visual color selector, or color and transparency sliders. 
• Font
  • Family.  Allows you to choose a different font for the helper text in the text field box.
  • Weight. Allows you to set the baseline boldness of the helper text in the text field box.
  • Size. Allows you to choose the font size for the helper text in the text field box.
  • Color. Allows you to choose a different color for the text entered by the visitor into the text field box, set with  a hexadecimal, RGB numbers, visual color selector, or color slider. 

To see spacing options for the text field box, expand the Show more menu. 

Text spacing options

Select Show more to reveal Additional font styles. Here, you can edit the following:

• Line height. Allows you to edit the spacing between lines of text entered into the text field box. The maximum of 200% sets the line height to be double-spaced.
• Letter spacing. Allows you to edit the spacing in pixels (px) between letters for text entered into the text field box.

Border style

Select Show more to reveal the Border styling options. Here, you can edit the following:

• Color. Allows you to edit the color and transparency of the text field box's border, set with a hexadecimal, RGBA numbers, visual color selector, or color and transparency sliders. 
• Width. Allows you to set the thickness of the text field box's border in pixels (px). 
• Radius. Allows you to set the roundness of the text field box's corners in pixels (px). 

Margins

Select Show more to reveal the Margin options. Here, you can independently edit the top, right, bottom, and left margins of the text field box in pixels (px). By default, there's a 11 px margin at the top and bottom of the text field box.

Submit buttons

A Submit button is automatically included when you add an Open Text poll, a Number Scale poll, or a Multi Choice poll. To ensure the data is collected, the action for the Submit button should be set to Submit All Polls + Advance Guide (default) or Submit All Polls + Go to Step.

To do this:

1. Select the Submit button. This will open the Edit button window.
2. Go to the Actions dropdown and select the either Submit All Polls + Advance Guide or Submit All Polls + Go to Step. 

Yes/No poll

A Yes/No poll allows you to ask questions and collect clear, binary responses from visitors, helping you quickly understand preferences or validate decisions. Polls are submitted to guide analytics through a button. You can edit the text, style, and actions of the buttons.

Yes/No buttons

Yes/No buttons are automatically included when you add a Yes/No poll to your guide. Don’t delete the Yes or No buttons. Deleting either button removes the entire poll.

To edit the text on the buttons of a Yes/No poll, select the button that you want to edit. For more information on editing the text and style, see Button building block.

The default action for Yes/No poll buttons is Submit All Polls + Advance Guide. To ensure data is collected, the button action for both the Yes and No must be set to one of the following:

• Submit All Polls + Advance Guide (default)
• Submit All Polls + Go to Step

Number scale poll

A number scale poll lets you quickly measure visitor sentiment by asking users to rate something on a numeric scale. When adding a building block select Number Scale Poll. 

To edit the scale, select the numbered scale, then select the edit icon. This opens the Edit Number Scale window with the Content tab open by default.

From the Edit Number Scale window, you can:

• Edit the number of options included in the scale. 
• Edit labels assigned to the numbers in the scale. 
• Hide the labels assigned to the numbers in the scale. 
• Edit the style of the numbers and labels. 

Scale numbers

The default scale includes the numbers 1 to 5, but you can choose any number between zero (0) and 10. Open the Content tab of the Edit Number Scale window and use the dropdown menus at the bottom to set the Minimum value and Maximum value in the scale.

Scale labels

The default scale labels 1 as Horrible and 5 as Great. From the Content tab of the Edit Number Scale window, you can delete these labels, edit these labels, add more labels to the numbers in between, and add labels to any additional numbers that you add to the scale.

You can also hide the labels assigned to the numbers in the scale. Use the Show labels toggle above the scale items to only show the numbers of the scale to visitors and not the associated labels.

Scale style

To edit the styling of the numbers and the labels of the scale, open the Styling tab of the Edit Number Scale window. From here, you can edit the following:

Rating labels font

• Size. Allows you to edit the font size of the rating labels.
• Color. Allows you to edit the color of the rating labels, set with a hexadecimal, RGB numbers, visual color selector, or color slider.

Number styles

• Font size. Allows you to edit the font size of the rating numbers.
• Space between numbers. Allows you to edit the space between the numbers in pixels (px).
• Font color. Allows you to edit the color of the rating numbers, set with a hexadecimal, RGB values, or visual color selector.
• Background color. Allows you to edit the color and transparency of the boxes behind the numbers, using a hexadecimal, RGBA numbers, visual color selector, or color and transparency sliders. 

Number hover styles

• Font color. The color of the rating numbers when you hover over them, set with a hexadecimal, RGB numbers, visual color selector, or color slider.
• Background color. The color of the number background when you hover over a number, set with a hexadecimal, RGB numbers, or visual color selector.

Scale spacing and alignment

Hover over the scale numbers and select the alignment icon in the toolbar that appears. This opens the Edit Row window.

From here you can edit the spacing and alignment of the number scale. Select Done in the bottom-right of the Edit Row window when you're done editing.

Multi choice poll

A Multi choice poll helps you understand user preferences by offering predefined answer options. Once you have added a multi-choice poll, you can select the edit icon to make changes. This opens the Edit Multiple Choice Poll window with the Content tab open by default.

From the Edit Multiple Choice Poll window, you can:

• Edit the number and content of the answers available to choose from. 
• Choose whether the answers are displayed as a dropdown list or as radio buttons. The default is a dropdown list. 
• Edit the styling of the answers in the poll. 

You can also edit the spacing and alignment of the multi-choice answers. Hover over the dropdown menu or radio buttons and select the alignment icon on the toolbar that appears. This opens the Edit Row window, where you can edit the spacing around the answers, and the horizontal and vertical alignment. 

Edit multi-choice answers

Add, remove, and edit potential answers (options) from the Content tab of the Edit Multiple Choice Poll window. 

To add an option, select + Add Choice and then enter the answer. To edit the option's text, select the text and replace it with a different answer.

To remove an option, select the trash icon to the far right of the answer that you want to delete.

Multi-choice style

By default, a multi-choice poll presents answers (options) in a dropdown list. If you choose to keep this style, you can edit:

• Font Size. Allows you to edit the size of the text in the dropdown list.
• Font Color. Allows you to edit the color of the text in the dropdown list, set with a hexadecimal, RGB numbers, visual color selector, or color slider
• Background Color. Allows you to edit the color and transparency of the dropdown list, set with a hexadecimal, RGBA numbers, visual color selector, or color and transparency sliders. 
• Height. Allows you to edit the height of the dropdown list, set in pixels (px).
• Border. Allows you to edit the line around the dropdown list. Use the toggle to include or remove the dropdown menu border. If you include the border you can edit the following:
  • Color. The border color of the dropdown list, set with a hexadecimal, RGB numbers, visual color selector, or color slider.
  • Width. The width of the border of the dropdown list, set in pixels (px). You can also choose to have no border. 
  • Radius. The corner rounding of the border of the dropdown list, set in pixels (px).

To change the style of the multi-choice poll options to radio buttons, open the Styling tab of the Edit Multiple Choice Poll window and select Radio Button from the Display dropdown menu.

You then have the option to edit:

• Font Size. Allows you to edit the size of the text for the radio buttons.
• Font Color. Allows you to edit the color of the text for the radio buttons, set with a hexadecimal, RGB numbers, visual color selector, or color slider.
• Space Between. Allows you to edit the space between options, set in pixels (px).

Multi-choice spacing and alignment

Hover over the options and select the alignment icon in the toolbar that appears. This opens the Edit Row window.

From here you can edit the spacing and alignment of the multi-choice poll. Select Done in the bottom-right of the Edit Row window when you’re done editing.

Caution: If a poll is edited after it's published, all previous poll data is lost. To retain historical data, we highly recommend editing the poll building block in a duplicate guide.