How-To Guides

Click below on the use case you are looking for:

Basics

• Add or edit your profile logo
• Add or edit your profile description
• Using the Knowledge Base
• Helping Respondents Troubleshoot Online Surveys
• How surveys appear for respondents
• How to access an existing survey/poll
• How to Clear Your Browser Cache
• Survey Burnout: Fact or Myth?
  
  

Create Your Content

• Choosing a Content Type
• Managing Access to Your Survey or Pollset
• Selecting a Question Type (Survey or Poll)
• 50 Sample Survey Questions
• Using Response Scales in Question Writing
• Using Section Headers
• How Commenting Works in Polls
• Adding Images to a Survey or Poll
• Add Demographic Questions to a Survey
• Publishing a Survey
• Translating Content into Languages Other Than English
• Creating Polls and Pollsets
• Using Conditional Logic
• Change the Date Your Survey Closes
• Writing Great Questions
• The Power of Registration and Verification
• Understanding Race and Ethnicity Questions on Polco
• How to Upload Shapefiles to Polco
• Automatic Weighting
• Creating & Publishing Surveys
• Allowing Repeat Responses
• How to Keep Residents Engaged Through Quick Quarterly Surveys
• Community Livability Snapshot
• Probability-based and Open Participation Surveys
• The Aftermath of Your Benchmark Survey

Pre Created Surveys

• Using the Polco Library
• Customizing a Survey from the Polco Library
• Using and Modifying a Survey from the Polco Library
• How to Repost a Survey on Polco
• Leverage Aggregated Data with Survey Reposts on Polco
• How to Shorten a Survey From the Polco Library

Engagement & Outreach

• Engaging Hard to Reach Populations
• Share a Short URL For Your Content
• Boost Your Survey on Social Media
• Expand Your Content's Reach
• Share a Survey on Your City or Organization's Website
• Printed Materials Messaging for Sharing a Survey
• Share a Survey at a Meeting
• Develop Your Engagement Strategy
• Engage Throughout the Policy Life Cycle
• Turn Guest Responses On or Off
• Answer Respondent Questions About Polco
• How to print paper copies of a survey
• Building internal support for Polco
• Outreach: Building and Engaging Your Feedback Team
• Outreach Best Practices for The National Business Survey (The NBS)
• Sharing survey and poll outcomes with respondents
• Answering Respondent Questions About Postcards
• How to Email All Your Subscribers on Polco
• Tips for Promoting a Survey Via Email

Understand Your Data

• Understanding Participation Rates on Polco
• Entering Responses Manually
• Margin of Error and Confidence Level in Survey Results
• Reporting Race and Ethnicity
• Reporting Results to Stakeholders
• Filter Subscribers By Location
• Weighting: General Overview
• Using the Participants Tab to Target Your Outreach on Polco
• Understanding Your Subscriber Dashboard on Polco
• How do I use the multi-language survey feature?
• Crosstabs for Non-Probability Surveys
• How to Know You Are Hearing From YOUR Residents on Polco
• What is a domain?
• Respondent Representivity
• Weighting: Technical FAQ
• Navigating Your CASOA Report

Track

• All About GPAL
• Introduction to Polco's Track Module
• What is included in Polco's Track Overview dashboard?
• Track Index Scores
• GPAL and Track: All About the Data
• How are index scores calculated?
• Using Polco's Track Module for Performance Management
• Anatomy of a Domain Dashboard
• Polco's Accessibility Statement

Balancing Act

• Display Options for Budget and Housing Simulations
• Logging into Balancing Act
• Balancing Act Account Settings
• CSV Import Fields (Prioritize/Simulate)
• Adding Content via CSV Import (Prioritize)
• Adding Content Manually (Prioritize)
• Adding a Suggestion Box (Prioritize)
• Understanding Prioritize Settings
• Text Customizations in Prioritize or Simulate
• Exit and Entry Questions
• Building a Prioritization
• Customizing a URL (Prioritize/Simulate)
• Previewing and Activating a Prioritization
• Duplicating Subcategories (Simulate)
• Adding a Suggestion Box (Simulate)
• Editing a Simulation After Activation
• Using the Guided Tour Feature
• Impacts in Simulations
• Dedicated Funds
• Using Balancing Act in Budget Cutting
• Using Meeting Mode for Remote and/or In-Person Facilitation
• Using Balancing Act as a Teaching Tool
  
• Taxpayer Receipts User Guide