Poll

Poll

Create and run polls in Zoho Cliq to gather responses, make quick decisions, and collaborate with your team. Manage poll responses, export participant data, and create chats for individual poll options without leaving Cliq.

Info

Info:

  • Available in the US, IN, EU, AU, and CN.

  • Available in all plans.

Installation 

  • Go to the Marketplace and search for Poll for Zoho Cliq.

  • Choose whether to install the extension for your entire organization or specific teams and click Install.

  • Click on Take me to Cliq to start using the integration.

 

Bot 

You can perform two actions with the Poll bot—Create a Poll and Help.


 

i. Create a Poll:

  • Click Create a Poll in the message composer.

  • A pop-up window appears where you can create a poll.

  • Configure the poll as needed and click Create Poll.

  • The poll is posted in the selected chat.

  • Click Poll Your Choice to cast your vote.

  • Click View Results to view the poll results.

  • The Poll bot will notify all the participants with the poll results the next day after the poll ends at 9 AM.

 

ii. Help:

  • Click Help in the Poll bot message composer.

  • A brief guide to the Poll extension appears.

 

Widget 

The Poll widget has 4 sections—Active Polls, Competed Polls, My Participations, Configurations.

 

i. Active Polls:

  • All active polls will be listed here.

  • Click Create Poll to create a poll from the widget.

  • Configure the poll as needed and click Create Poll.


  • The poll appears in the Active Polls section.

  • You can perform the following actions on an active poll:

    - Click Share and select a chat to share the poll.

    - Click on Results to view the poll results.

    - Click on Extend Duration to extend the poll's deadline.

    - Click on Edit to update the poll question, description, or choices.
Notes
Note: Existing poll participants will be notified when a new poll choice is added or an existing choice is updated. They can view the updated poll and change their preferences.                  

    - Click on End to end the poll and view the results.


      - Click on Export to export the voting results as a CSV file.


      - Download the CSV file from the Poll bot.

     

    Notes

    Note: You must select "Show vote count and participants name" option when creating a poll to be able to export the results as a CSV file.


     

    ii. Completed Polls:

     

    • All completed polls are listed here.

    • You can view the results or export the results of each poll individually as a CSV file.

    iii. My Participations:


    • All the polls that you've participated in are listed here.

    • The author of the poll is mentioned along with the poll question.

    • Click on Results to view the results from here.

    iv. Configurations:


    • You can configure whether users can create chats for poll options here.

    • Click on Configure

    • Enable Allow creating chats for polls and specify the minimum number of users.

    • Click Save.

    • Once the poll ends, click Create Chat.

    • Enter a chat name and click Create.

    • Click View Chat to view the created chat with the poll participants.

    • You can also view the stats of the recent polls in this window.

    • Click Clear Data to delete the poll data. This action has to be done once your organization has reached the polls count limit.


    Notes

    Note: Free and Standard plans are limited to 1,000 polls/poll votes, while Professional and Enterprise plans are limited to 10,000 polls/poll votes.


     

    Slash Commands 

    • Use /poll to create a poll directly from the conversation.

    • A pop-up window appears where you can create a poll.

    • Enter the required details and click Create Poll.

    • The poll is posted in the chat.