Start by logging into your Doodle account. If you haven't set up a free account yet, go ahead and do so here.
Click on "create" to start your group meeting poll.
Step 1) What’s the occasion?
Give your meeting a title. Add a location if you already know where this happens and write some notes you would like to share with the poll invitees. No location or notes yet? Just skip this fields and add it later if you like.
Step 2) What are the options?
When you select your options, you can do so either from week view or month view. Simply shift between week and month view above the table.
In week view, add your date and time options directly in a detailed calendar. This is also where you will see your appointments from your connected calendar to make sure you do not suggest times where you are already planned.
*Make sure to check the time zone of your poll - if it shows an incorrect time zone, click on the current time zone and backspace to delete it. Once that is done you should see a drop down menu with additional options, or you can type in your correct time zone to select it quicker. Read more about time zones here.
If you need to add unique times, for example, 5 minute time slots, or you want to select dates without any times, you can do this in Month view. Simply select the date, and click "add times" - enter any start and end time you would like.
*Make sure to check the time zone of your poll - if it shows an incorrect time zone, click on the current time zone and backspace to delete it. Once that is done you should see a drop down menu with additional options, or you can type in your correct time zone to select it quicker.. Read more about time zones here.
HINT: Is the poll not only about dates and times? You can also add text to your date options. Simply write the text in the time field as shown below. You can write anything you would like. Please note that this is only possible if you do not want the time options to sync to your calendar. This option is for polls that contain only dates and no specific times. ⬇
Step 3) Poll Settings
To fit each and every special need, we added nice options you can choose from. Use the poll settings to add special settings to your poll. See a detailed description of each option below:
Yes, no, if need be
Participants can indicate when an option is not ideal for them. When this option is ticked, they can click once on an option for "yes", or they can click again for "if need be". Participants will have the option to say that the given date works not well, but he/she can maybe make it, if it’s important. Read more about If need be polls here
Limit the number of votes per option
First come, first serve. Once the limited number of spots per option are taken, the option is no longer available. Imagine you organize a workshop which is limited to 5 people. When you add “Limit per options” to 5, an option is no longer available, once five participants have chosen that particular option. The limitation you choose will be true for all options in the poll - the limits cannot differ from option to option.
Limit participants to a single vote
Participants can only select one option, multiple selection is not possible. Everyone has to decide for exactly one option or leave everything empty.
Participants’ names and votes are confidential. Only the poll organizer can see the results of the poll. Instead of commenting on a poll, participants can send a message to you, the poll organizer. It is important that you always view the poll in admin view to see the results / votes of your poll.
Read more about viewing hidden polls here.
Set a Deadline *PREMIUM*
Premium users have access to even more great features. Set a deadline allows you to control how much time participants have to vote. They will be warned at the top of the table that the poll has a deadline. However, the poll will not close automatically. The poll still has to be closed manually by the admin. Read more about setting a deadline here
Automatic reminder *PREMIUM*
Do you want to give your more hesitant or forgetful participants a kind reminder to participate in your poll? As a Premium user, you can enable automatic reminders. Depending on the dates in your poll, the reminders will be send to your participants a certain amount of time before the deadline.
Read more about automatic reminders here.
Ask for Contact Information *PREMIUM*
Premium Doodle allows you to ask for more information from you participants than just their name and their availability. You can ask for their email address, their phone number and/or their address. It's really helpful if you want to get back in touch with people after your meeting! You can access the information when you click on "more" and then export the poll to an Excel sheet. The contact information will be listed in the sheet.
Read more about asking for contact information here.
Step 4) Tell your participants who you are
If you are logged into your Doodle account, step 4 is skipped as your name and email are already connected to your account. If you are not creating the poll from your account, enter your name and email here, to let your participants know who you are. Please note, that if you create the poll without an account, you cannot invite your participants via email, nor edit the poll.
Tap FINISH and your poll is ready! 🎉
That is what you get:
A clear and comprehensive overview of the options you have created. Once your participants have voted, you will easily see which option is the best. Book it!
And you’ve got a mail
You will also receive an email from us after creating the poll. When you click in the link in that email, it opens your poll in the admin mode in which you can edit, close or even delete the poll. So please be careful with this email and don’t send it to others.
Next step: Invite participants
It’s time to spread the word. Invite everyone you want to take part in your poll.