Use this guide to find quick answers about what InPoll does, how to send surveys and how to read responses. For admins and survey creators.
About InPoll
What is InPoll?
InPoll is a free survey app for Salesforce. You create, send and analyze surveys to collect feedback from your customers and stakeholders. InPoll is free and unlimited.
What does it cost?
Nothing. InPoll is free, and the number of surveys and responses is unlimited. The optional AI features use your own OpenAI key. See Set up AI with your OpenAI key.
How does InPoll work with Salesforce?
InPoll runs inside your Salesforce org and stores the responses there. Each answer from a personal link is linked to the Contact, Lead or User, the Case and the Account it belongs to. You can also write answers into Salesforce fields. See Response mapping.
Do I need a connected app?
No. InPoll needs no connected app and nothing outside Salesforce. The only setup is the survey site, which InPoll Settings walks you through in a few minutes. See Set up the survey site (guided).
How do I get started?
Install InPoll in your Salesforce org, set up the survey site in InPoll Settings, then design a survey, publish it, send it and review the responses. See Install InPoll.
Is InPoll suitable for small and large businesses?
Yes. InPoll is free and unlimited, so you can use it in a business of any size.
What support options are available?
Use these FAQs and the documentation. For other questions, use the Contact us page.
Is the data collected secure?
Survey responses are stored in your own Salesforce org.
Create surveys
Can I customize surveys to my needs?
Yes. You can start from scratch or from a template, choose from several question types, and set a welcome note, an exit note and the survey format. The template Case closed: quick CSAT gives you a ready-made 1 to 5 star question with an optional comment.
Does InPoll work on mobile devices?
Yes. Survey pages fit the screen, so respondents can answer on smartphones and tablets. In the survey builder, you can preview a survey in a mobile view.
Send surveys
How can I distribute surveys to respondents?
Publish the survey, open Send in the top bar, and choose a way to share it. You can copy the public link, download a QR code, or email personal invitations to Contacts, Leads, Users or pasted addresses. See Send a survey.
Can a customer answer twice?
Not with a personal link. Each personal link accepts one answer. If the person opens it again, InPoll says they have already answered. The public link has no such rule, so you can switch it off with Personal invitations only. See Email personal invitations and track them.
How can I make sure surveys reach the right audience?
Choose the people yourself from Contacts, Leads or Users on the Send screen. For rules, such as only when a Case is closed, send the survey from a Flow. See Automated survey invitations with flows.
How can I see who has answered?
Open the Send screen. The Invitations table shows each invitation as Sent, Opened, Responded or Failed. See Email personal invitations and track them.
How do I send automatically?
Use the Send InPoll Survey action in any Salesforce Flow. A ready-made flow, InPoll: Survey when a Case closes, emails the customer when their Case is closed. See Automated survey invitations with flows and Send a survey for the cases scenario.
Save answers in Salesforce
How do I get answers into Salesforce records?
Open the survey, click Response Mapping and switch Write answers to Salesforce on. You can create a record, update the record the survey was about, such as the Case, or update the person who answered. See Response mapping.
Where do CSAT and NPS go?
InPoll stores the CSAT score and the Net Promoter Score on every response. You see them in the Responses tab, in Analytics and on the Dashboard. Four ready-made Salesforce reports in the folder InPoll Reports show CSAT by survey, NPS by survey, survey answers on Cases, and invitations and response rate. See Reports: CSAT, NPS and response rate.
Review responses
Can I analyze the collected feedback?
Yes. Open a survey's Summary page. The Analytics tab shows the submitted responses, the average CSAT, the Net Promoter Score and charts of the answers. See View survey analytics.
What kinds of reports can I get?
The Analytics tab shows charts and tables of the answers. You can also export the response list as a CSV file, and use the ready-made Salesforce reports. See Analyze survey responses.
How can I turn feedback into insights?
Use the Analytics tab and the Dashboard to spot patterns in the answers and find areas to improve. See Analyze survey responses.
Can I track survey responses over time?
Yes. The Responses tab lists each response with its submit date, and you can filter by date range. The Dashboard shows responses over time.
Can I track response rates?
Yes. The Analytics tab, the Dashboard and the Invitations table of a survey show how many people answered. The report Invitations and response rate lists it in Salesforce.
Can I export survey data for further analysis?
Yes. Use Export on the Responses tab to download the response list as a CSV file. See Export user responses.