The Poll, Survey, or Vote Module in MokoCRM allows you to create and distribute polls and surveys to gather feedback from customers, employees, or partners. It supports single- and multiple-choice voting, anonymous participation, response tracking, and integration with email and contact modules for targeted distribution.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Poll / Survey / Vote - Click Activate
- Configure default visibility (public/private), vote restrictions, and result display settings
📋 Creating a Poll or Survey
- Go to Polls → New Poll
- Enter:
- Question or title (e.g., "How satisfied are you with our support?")
- Answer choices (single or multiple selection)
- Start and end date (for time-limited polls)
- Select:
- Anonymous voting or user tracking
- Target audience: Internal users, contacts, or public URL
- Save and distribute the poll via link, email, or embed
🗳️ Participation and Voting
- Users or external participants can:
- Click a unique voting link
- Select one or more choices (based on configuration)
- Submit their response without logging in (if public)
- Responses are recorded in real time
- Duplicate vote prevention via IP or login control (if enabled)
📊 Viewing Results
- Access responses from the poll dashboard
- View summary statistics: total votes, percentage per choice, time stamps
- Export responses to CSV or Excel for further analysis
- Display results graphically or in table format (public view optional)
🔗 Integration With Other Modules
- Contacts/CRM: Link responses to customer records (if not anonymous)
- Emailing: Send survey invitations to targeted groups
- Projects or Events: Collect feedback tied to specific activities
📌 Best Practices
- Use clear, concise questions and answer choices
- Enable anonymous mode for sensitive topics
- Schedule start/end dates to control voting windows
- Export results promptly for decision-making and reporting
- Avoid leading questions to ensure unbiased feedback