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.
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