For Admins

Create a Poll or Vote πŸ“Š

Updated

You run a poll in Gumb with events of the event type SURVEY πŸ“Š, no extra tool needed. To find a date, like a Doodle poll, you create one event per possible day. To vote on several options, you create one event per option. Gumb adds the event type to every new community automatically.

Find a date: How to schedule with a poll

  1. In the Scheduler, click βž• and choose Create Event.
  2. Put the question in the Event name, e.g. "Which date works for you?", and choose SURVEY πŸ“Š as the Event type.
  3. Set the Start date to the first possible day.
  4. Under Repeat an event (1), choose Daily, and set the End date (2) to the last possible day.
  5. Leave Set default response for all empty and click Create event.
Repeat an event: 1 frequency, 2 end date of the series

The Scheduler now shows one tile per day. Members answer each day with I'll join or I won't attend.

Good to know: Because the events form a series, Gumb asks members which events their response applies to. They choose This event.

How do I pick the best day?

In the Scheduler, each tile shows who can make it (1). Click a tile to see on the right how many people said yes and who (2).

Date poll in the Scheduler: 1 three tiles Thursday, Friday, Saturday, 2 event details with 7 people joining on Thursday

Keep the day with the most yes answers and delete the others via β‹― > Delete (1). You can also click the event and then Delete at the bottom left. For the remaining event, click Edit and set the right event type, e.g. Event.

Tile menu: 1 Delete

How to vote on several options

The same series also works for more than three options, e.g. A to F. Each option gets its own tile.

  1. Create an event with the first option as the Event name (1), e.g. "Option A", and SURVEY πŸ“Š as the Event type (2).
  2. Under Repeat an event, choose Daily (3) and set the End date (4) so the series has as many days as options, e.g. 6 days for A to F.
  3. Click each of the other tiles, then Edit, and enter the option as the Event name, e.g. "Option B".
  4. When you save, choose This event (1) and click OK (2).
Create event window: 1 Event name, 2 Event type SURVEY, 3 Repeat an event Daily, 4 End date
Edit recurring event window: 1 This event, 2 OK

The tiles are now called Option A to F (1). Members answer I'll join for every option they like. The tile dates do not matter here.

Scheduler with a poll: 1 six tiles Option A to F

Careful: With This and following events or All events, Gumb copies every field to the whole series, including the name. That is handy if all options should get the same default response. To rename an option, always choose This event.

What about a simple yes/no question?

One event is enough. Put the question in the Event name (1), choose SURVEY πŸ“Š as the Event type (2) and explain the answers in the Description (3), e.g. "I'll join = Yes, I won't attend = No".

Update event window: 1 Event name, 2 Event type SURVEY, 3 Description

Can I edit or delete the event type?

Yes, in the community settings under Event Types. The pencil (1) changes the name and color. Under Set Preferences (2) you save a template for new polls, e.g. a description. If you do not need polls, leave the type as it is or delete it with the trash icon (3). More: Create Event Types 🎫

Event types with the Event type edit panel: 1 pencil next to SURVEY, 2 Set Preferences, 3 trash icon

How do I let members know about the poll?

Send a push message or an email. In the email, you can add the poll as a card. With β‹― > Share event link you can also send the link by chat or messenger. More: Push Messages πŸ“’, Email Feature πŸ“§

Didn't find what you're looking for?

The Gumb team is happy to help personally, via contact form, email or a 30-minute demo.