Creating a Poll in Outlook Email

• Start a New Email
• Open Outlook and click New Email.
• Go to the Insert tab and click Poll from the ribbon.
  • Alternatively, go to Options > Use Voting Buttons > Poll.

Design Your Poll

• A pane will open with Microsoft Forms embedded.
• Type your first question and add answer options.
• Click + Add option to add more choices.
• Toggle Multiple answers to allow respondents to select more than one option.

Add Multiple Questions

• Click + Add new in the Forms pane.
• Choose from various question types:
  •   Choice (single/multiple select)
  • Text (short/long answer)
  • Rating, Date, Ranking, Likert, Net Promoter Score, File Upload

Configure Settings

• Mark questions as Required.
• Use Branching Logic for conditional flows (i.e. if they choose this answer, then ask a new question)
• Add media or subtitles for clarity.

Send the Poll

• The poll is embedded in the email.
• Recipients can vote directly in the email or via a browser link.

Tracking and Viewing Results

• In Outlook, open the Sent Items folder.
• Open the original poll email.
• Click the Tracking button on the Message tab.
• View responses and vote totals.

Exporting Poll Results to Excel

• Open the original poll email from Sent Items.
• Click the Tracking button.
• Select/highlight all responses by pressing Ctrl + A
• Press Ctrl + C to copy.
• Open Excel and paste with Ctrl + V.
• Save the workbook for analysis.

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