How to Do a Poll in Slack (in 6 Easy Steps!)

Geekbot is an asynchronous meeting tool that integrates with your organization’s Slack account. Many teams use Geekbot to run standups and retrospectives, but our features aren’t limited to that. 

Geekbot is also an easy to use polling software that integrates with Slack, letting you easily run polls to gain insights from your team.

This post shows you how to use Geekbot to do a poll in Slack in 6 steps.

Note: Are you ready to start running polls in Slack? Geekbot is free for smaller teams with less than 10 users. We also offer a paid option for larger teams which you can try out free for 30 days.

1. Create a New Slack Poll

As you can see below, we have ready-made templates for daily standups, quick check-ins, retrospectives, team feedback, and more.

Build your own poll in Geekbot

Because we’re creating a poll, we’ll need a specific type of customization, so instead of selecting a specific template, click on “Build your own” in the upper right-hand corner.

That will take you to a Custom Report screen. 

Custom report: Set your own questions, days, and frequency of your meetings, build a standup to fit your needs.

Custom Reports are broken down into four key areas, where you can specify poll options, including:

  1. “Basic”: For the name of the poll, where it’s going to be broadcasted, and whether it’s anonymous or not.
  2. “Questions”: What question(s) do you want answered, and how do you want your responses (numeric, dropdown list, free response, etc.)?
  3. “Participants”: Who gets the poll? Is it everyone in a certain Slack channel or only specific people?
  4. “Schedule”: When does the poll get sent out? On a recurring schedule? Or only once?

In the three steps below, we will take a closer look at the key areas of creating a Slack poll with Geekbot.

2. Name Your Poll

You can name your poll and select where you want it broadcasted.

For example, do you want your Slack poll posted in your team’s #general channel, or is this poll for a different channel, such as your developer or user research channel?

At this stage, you can also select whether or not this is an anonymous poll

Sometimes anonymous polls are chosen when you want your team to speak or vote without fear of repercussions.

Anonymous survey: Polls can be anonymous if you'd like.

3. Write Your Questions

Next, you’re going to write the question(s) you want your team to answer.

With Geekbot, you can customize the questions you'd like your team to answer.

Note: There is no limit to how many questions you can add to your Slack poll. 

If you click the gear icon on the questions bar, you can select “Pick type” or “Pick Color”.

Geekbot questions are customizable and you can also add an intro and outro message.

When you click “Pick Type”, you’re taken to a screen where you can select between several different types of responses. 

Response types: Plain text, numeric, pre-defined, and random.
  • Plain text: Users can freely type any kind of answer. 
  • Numeric: Users can only respond using numbers. This is great if you’re looking for percentages or easily quantifiable data.
  • Pre-defined: Users can select from predefined responses or responses you’re providing. 
  • Random: Users receive a question at random from a list.
Pre-defined: Users can select from a list of pre-defined responses.

The image above is an example of what it looks like when you select “Pre-defined” as your response type.

With Geekbot, you can also write an intro message. This is the first Slack message your team sees, and it can be as simple as, “It’s time for our weekly poll!”

Geekbot auto message: "It's time for our weekly poll! On a scale of 1-5, how are you feeling today?"

You can also type an outro message. An outro message is usually something simple such as, “Thank you for completing today’s poll.”

Bonus: With Geekbot, you can use emojis in your Intro and Outro message to make your Slack poll more engaging, emotive, and friendly. 🙂 

4. Select Your Participants

With Geekbot, you can either manually add participants to your poll or sync your poll to a specific Slack channel. 

If you wanted only the responses of a few team members who aren’t grouped neatly into one channel, then just add their names to the list manually. Geekbot pulls all available names from your organization’s Slack workspace.

With Geekbot, you can customize who is asked the questions by adding them as participants if you don't want everyone involved.

Note: With Geekbot, there’s no maximum or minimum number of participants required to run a Slack poll.

5. Schedule Your Slack Poll

Next, it’s time to schedule your Slack poll.

Schedule Slack polls for a certain time period, whether it's a one-time thing or a recurring poll.

You can pick the frequency of when your Slack poll is sent out, selecting from a dropdown list of options, including:

  • One time only
  • Weekly
  • 2 Week Period
  • 3 Week Period
  • 4 Week Period
  • First week of each month
  • Last week of each month

You can also select what day(s) to send out the poll, along with what time. 

When scheduling a time: it’s convenient to select the time you want (such as 9:00 in the morning) and then to have Geekbot automatically factor in each participant’s respective time zone. This way everyone gets the poll when it’s convenient for them, minimizing the interruption to their workflow.

Send the message at a specific time or at the user's local time zone.

6. Send Out Your Slack Poll

Once you’ve filled out all of the appropriate fields, you can now schedule your Slack poll to get sent out. Participants will get a DM in Slack, asking them to complete the poll. For example: 

Geekbot auto message: "It's time for our weekly poll! On a scale of 1-5, how are you feeling today?"

When you get your poll results, you can view them in two different ways.

First, you can view them directly in Slack. For example: 

Poll results: Kate Martinez and Brandon Clark posted an update for "Poll-Team Feedback"

But you can also view responses as a whole from your Geekbot dashboard.

Insights: 73% participation (Reported: 14 out of 19 people)

In the above image, you can see that 73% of your team filled out the poll (with five missing participants) and most team members agree that they’d appreciate freshly squeezed juices over fresh veggies and yogurt dips. 

Final Thoughts: The Many Benefits of Using Geekbot

We use Geekbot to run Slack polls whenever we need them. It’s a quick and easy way to get information from your team.

Plus, there are dozens of ways teams can use Geekbot to improve their company culture.

For example, GitLab uses Geekbot to do remote work check-ins and build camaraderie. Other customers use a feature called Geekbot Sentiment (where Geekbot measures team happiness).

Also, as we’ve mentioned, many teams use Geekbot to run asynchronous remote work meetings, such as standups, retrospectives, and more. 

If you’re ready to start using Geekbot, click here to start your free trial.

Frequently asked questions

Can You Make Polls in Slack?

Yes, you can easily make polls in Slack using various polling apps, such as Geekbot, Polly, and Simple Poll. 

     

To get started, navigate to the Slack app directory and type in the polling software you want to use.

     

For example, if you wanted to install our tool — Geekbot — then type it in the search bar.

     

     

When Geekbot pops up, just click on “Sign In to install” (if you’re not already logged in). 

     

From there, you can create an account and start running polls in Slack.

Leave a Reply

Your email address will not be published. Required fields are marked *