Forms - Create a quick poll in Outlook with Microsoft Forms Tutorial
In this video, you will learn how to create a quick poll in Outlook using Microsoft Forms.
The video demonstrates the steps to create a poll within an email message, including adding questions and options, selecting voting buttons, and deciding whether to allow single or multiple answers.
Once the poll is created, you can send it to recipients who can vote directly in the email or through a browser link.
You can also check the poll results in the email or in Microsoft Forms.
This tutorial will help you efficiently create and manage polls in Outlook, enhancing your communication and decision-making processes.
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Objectifs :
Learn how to create and manage a quick poll in Outlook using Microsoft Forms, including how to set up the poll, send it to recipients, and view the results.
Chapitres :
-
Introduction to Microsoft Forms Quick Poll in Outlook
The Microsoft Forms Quick Poll add-in for Outlook allows users to create polls quickly within an email message. This feature enhances communication by enabling instant feedback from recipients. -
Creating a Poll
To create a poll in Outlook, follow these steps: 1. Open a new email message. 2. Navigate to the 'Insert' tab. 3. Click on 'Poll' in the 'Options' tab. 4. If the add-in is not installed, go to the 'Home' tab and click on 'Get Add-Ins'. 5. Use the search bar to type 'Microsoft Forms' and select 'Poll'. 6. Once selected, the poll pane opens, allowing you to type your first question and provide two options. -
Adding Options and Customizing the Poll
In the poll pane: - Include a message in the body of the email. - Start typing your question and answers. To add more options, click 'Plus Add Option'. To remove an option, use the trash bin icon next to it. - Decide if responders can select a single answer or multiple answers by toggling the 'Multiple answers' button to the right (it will turn green). -
Previewing and Sending the Poll
After adding options, click 'Next' to validate and preview your survey. You can edit your survey or add it to the body of your email. If satisfied, a link to your poll will appear in the email body, and your name will be pre-populated in the CC line, allowing you to receive a copy and vote as well. Enter the email addresses of your recipients, and you are ready to send the poll. -
Voting Process for Recipients
Once the email is received, recipients can vote directly in the email or click on the included link to vote in a browser window. They will need to enter their email address for identification. External parties will only see the browser link, allowing them to view response summary information and refresh results. -
Checking Poll Results
To check poll results: - Use the voting card button in the email to view results. - Alternatively, click on the browser link. You can also open Microsoft Forms to view your poll's responses. The Outlook Quick Poll form is indicated by a specific icon, while regular Microsoft Forms do not have this icon. In Microsoft Forms, open the 'Responses' tab to view summary information displayed as a chart. You can select 'Open in Excel' for detailed response data or 'View Results' for individual respondent details. -
Conclusion
Now you know how to create a quick poll in Outlook using Microsoft Forms. This tool streamlines the process of gathering feedback and enhances communication efficiency within your organization.
FAQ :
How do I create a poll in Outlook using Microsoft Forms?
To create a poll in Outlook, start a new email, go to the Insert tab, click on Poll under the Options tab, and select 'Using voting buttons'. If the add-in is not installed, go to the Home tab, click on 'Get Add-Ins', search for Microsoft Forms, and install it. Then, you can type your question and options in the poll pane.
Can I allow multiple answers in my Outlook poll?
Yes, you can allow multiple answers by toggling the 'Multiple answers' button to the right until it turns green. This will enable respondents to select more than one option.
How can recipients vote in the poll?
Recipients can vote directly in the email by selecting their preferred option or by clicking on a link that opens the poll in a browser window.
What happens if I want to edit my poll after creating it?
You can always edit your poll before sending the email. Once sent, the poll cannot be edited, but you can view the results and responses.
How do I check the results of my poll?
To check the results, you can use the voting card button in the email you received or click on the browser link to view the results online. You can also open Microsoft Forms to see a detailed summary of responses.
What is the difference between a Quick Poll and a regular Microsoft Form?
A Quick Poll in Outlook is a simplified version of a Microsoft Form that is created directly within an email. It opens as read-only and cannot be edited in Microsoft Forms, while regular Microsoft Forms can be fully customized and edited.
Quelques cas d'usages :
Team Feedback Collection
Use the Quick Poll feature in Outlook to gather feedback from team members on a recent project or meeting. This allows for quick decision-making and ensures everyone’s voice is heard without the need for a lengthy survey.
Event Planning
When planning an event, create a poll to determine the best date and time for attendees. This can streamline the scheduling process and ensure maximum participation.
Product Preference Survey
Send out a Quick Poll to customers or colleagues to gauge their preferences on new product features. This can help in making informed decisions about product development.
Training Needs Assessment
Utilize the Quick Poll feature to assess training needs within your organization. By asking employees what skills they wish to develop, you can tailor training programs to meet their needs.
Remote Team Engagement
For remote teams, use Quick Polls to engage team members in fun activities or icebreakers. This can help build camaraderie and improve team dynamics, even when working from different locations.
Glossaire :
Microsoft Forms
A web-based application that allows users to create surveys, quizzes, and polls to collect information and feedback.
Outlook
A personal information manager from Microsoft, primarily used as an email application, but also includes calendar, task manager, contact manager, note-taking, and web browsing.
Quick Poll
A feature within Microsoft Forms that allows users to create simple polls quickly and easily, directly from an email in Outlook.
Voting Buttons
A feature in Outlook that allows users to create polls where recipients can select their preferred option(s) directly from the email.
Poll Pane
The interface that opens when creating a poll in Outlook, allowing users to enter questions and answer options.
Multiple Answers
An option in polls that allows respondents to select more than one answer from the provided options.
Voting Card
A visual representation of the poll results that can be accessed by the poll creator to view responses.
Response Summary
A summary of the responses collected from a poll, often displayed in a chart format.
Excel Integration
The ability to export poll response data to Microsoft Excel for further analysis and reporting.