Documentation
Step-by-step guides for installing InPoll, configuring Salesforce, and building, sending and analysing surveys.
Set Up InPoll
Install InPoll, set up the survey site and give your team access.
Design & Manage
Create, edit and manage surveys with question logic, templates and duplication.
- About InPoll surveys
- Monitor surveys on the InPoll dashboard
- Design and manage surveys
- Create a survey
- Add and edit questions
- Delete a question
- Choose a question type
- Add questions in bulk
- Duplicate a question
- Build logic for a question
- Use advanced settings for a question
- Require an answer to a question
- Hide a question
- Add a default value
- Add a max length
- Add a placeholder
- Format a survey question
- Preview and test a survey
- Create a survey from a template
- Show a help tip on a question
- Remove logic from a question
- Manage survey tags
AI Survey
Set up your own OpenAI key and use AI to generate and customize surveys from a description.
AI Sentiment Analysis
Review the sentiment of text responses (uses your own OpenAI key).
NPS Survey
Create an NPS survey to measure customer loyalty and satisfaction.
Survey Settings
Customize survey formats and settings, including welcome and exit notes.
Manage the Survey
Duplicate, publish, archive, delete and schedule surveys.
Send a Survey
Share a survey by link or QR code, or email personal invitations and track them.
Send from Flow
Send surveys automatically from any Salesforce Flow.
Write Answers Back
Write survey answers into Salesforce records and check the sync log.
Attend Survey
Take surveys, find answers to common questions and analyze responses.
Summary & Responses
Review, search, filter, export and delete responses.
Analytics and Reports
See analytics in InPoll and report on CSAT and NPS in Salesforce.
Manage Survey Tags
Organize surveys with tags.
Switching to InPoll
Move from another survey tool to InPoll.
Release notes
The current version of InPoll.