Setting Up Live Polls, Q&A, and Session Files

Please note, the Advanced Audience Interaction Power-Up is required to use this feature. The OnSite Check-In Power Up will also be required to use PheedLoop OnSite.

This article will touch upon the Live Polls, Q&A, and Session Files feature when using the PheedLoop Go!, PheedLoop OnSite and the Virtual Portal.

Each feature works on both the in-person Mobile Event App and the Virtual Event Portal with polls and questions appearing in real time.

Polls and Q&A are managed within the Virtual Event itself via the Backstage for Virtual Event Experiences. For in-person events PheedLoop OnSite and the Speaker Portal are used to manageLive Polls and Q&A. We recommend sticking with PheedLoop OnSite for live management for easier management of Live Polls and Q&A. Session Files can only be uploaded from the Event Dashboard or Speaker Portal.

1. How to Setup Live Polls in the Virtual Portal

Adding, editing and moderating your polls can be done entirely through the Virtual Portal and PheedLoop OnSite. In the Virtual Portal, the backstage is where you can control all of the live poll functionality. For event administrators, they are able to see all sessions in the backstage. For speakers, they can only see the backstage for sessions they are associated with.

For In-Person events using PheedLoop OnSite, the app can be used to manage Live Polls and Q&A. For more information, please review 4. How to Setup Live Polls in PheedLoop OnSite of this article.

Creating Live Polls in Virtual Event Portal

From your Event Dashboard, navigate to Event Portals > Virtual Portal > Backstage
1. Note: If you do not see the Backstage option in the menu on the left-hand side, ensure you have not disabled it in your Event Dashboard in Experiences > Virtual > Settings.
Select the session would you like to test live polling
Select the Polls and Q&A tab
Select the Add New Poll button to add a new poll

2. Enabling and Disabling Live Polls, and Casting Votes

Once a live poll is created you have the option to enable or disable the poll as well as cast votes. Polls will be disabled by default and hidden from attendees. Once enabled, attendees will be able to view and vote in the poll.

Enabling and Disabling Live Polls

From your Virtual Event Portal, navigate to Backstage
Select the session you want to adjust from the list
Select Polls and Q&A
1. By selecting Enable, the poll will become live.
2. By selecting Disable, the poll will not be deleted, but it will not not be live.
3. By selecting Edit, the Poll Editor form will appear for you to edit.

Casting Votes as an Attendee

From the Virtual Event Portal, navigate to Sessions
Select the session with the poll enabled from the list
On the right hand side of the session, select Polls
Select one of the options within the poll

Based on the format of your event, you can try different techniques on when the polls should be enabled whether you want it prior to a session, during, or after. The results for these polls will show up in real time as soon as they cast their vote.

3. Reviewing Q&A in the Virtual Event Portal

Event admins and speakers can use their Virtual Event Portal to answer questions posed by users in their Q&A in the same area where they can find the polls.

From the Virtual Event Portal, navigate to Sessions
Select a session you would like to adjust from the list
Once you are in the session, four icons will appear on the left: Chats, Polls, Questions, and Attendees

Some of these may not be available if you have disabled them in the Event Dashboard.

From the Event Dashboard, navigate to Sessions > Sessions
Select the session you wish to edit
Scroll down to Options
Toggle on the Enable Live Polls checkbox to enable live polls
Toggle on the Enable Q&A checkbox to enable questions and answers for the session
Select Save Changes

In Questions, the event admin, speaker, and users are able to ask questions. Event admin’s and speakers (assigned to those sessions) are able to answer questions but attendees are not. To do so, each question has a Enter new response section underneath which is the space to answer each specific question.

4. How to Setup Live Polls in PheedLoop OnSite

There are two ways to send out live polls for attendees to engage in. The first is through the Speaker Portal and the second method is through PheedLoop OnSite. Regardless of which method is used, the polls and results are synced in real time between both portals.

Sending the Speaker Portal to your Speakers

From the Event Dashboard, navigate to Speakers > Speakers
Select a speaker you like to send the Speaker Portal to from the list
Select Actions > Welcome Email
1. To edit the Welcome Email, navigate to Communications > Email Templates. Select the Speaker Welcome and make sure to toggle on Enable Call-To-Action Button checkbox to attach the Speaker Portal link.

Creating a Live Poll in the Speaker Portal

For speakers who are assigned to a session, they are able to create Live Polls without the event administrators permission right in their Speaker Portal.

From the Event Dashboard, navigate to Event Portal > Speaker Portal
1. If you are a speaker, just access your Speaker Portal directly.
Navigate to Sessions
Select the session you would like to add live polls to the list
Select Polls
Fill out Poll Question, Option 1, and Option 2
1. If you select Add Option, you can add as many answers to the poll as you like.
Select Save

Creating a Live Poll in PheedLoop OnSite

From PheedLoop OnSite, navigate to Speaker Tools
1. Please note, in order to access Speaker Tools, the user must be registered as a Speaker for the event and listed as a speaker in the session. Once done, the session’s speaker tools will be available to use.
Select the session you would like to use
Select Polls
Select Create
Under Poll Question, enter the topic you wish to create a poll on
Under Choices, enter the responses attendees can choose
1. For example, “Yes, I agree with this statement.” and “No, I disagree with this statement.”
Select Create

The poll will now be created. To make it viewable to the public, simply select the toggle on the top right corner of the poll. The poll will not appear if it is toggled off.

To vote in a poll in PheedLoop Go! as an attendee:

From any device open the PheedLoop Go! App
Enter your login information
Navigate to Schedule
Select the session you wish to vote for from the list
Navigate to Polls
Select one of the options for the Poll(s)

As votes are being made, the percentages of who chose what choices will be visible from the Polls page. Along with the percentages, bars will be updated in real time to reflect these percentages.

Enabling and Disabling Live Polls

From the Speaker Portal, navigate to Sessions
Select the session you have added a live poll to
Select Polls
Select the live poll you have created from the list
Select Enable Poll
1. If you select Delete Poll, this will remove the poll from the list.

How to Project Live Poll Results:

Note - this will only be available if there has been votes added to the poll.

From the Speaker Portal, navigate to Sessions
Select the session you have added a live poll to
Select Polls
Select the live poll you have created from the list
To the left hand side of Results, select the Full Screen icon

5. Reviewing Q&A in PheedLoop OnSite and Speaker Portal

Reviewing in the Speaker Portal

From the Event Dashboard, navigate to Event Portals > Speaker Portal
1. If you are a speaker, just access your Speaker Portal directly.
Navigate to Sessions in the left hand side navigation menu
Select the session you would like to review from the list
Navigate to Q&A

From the Q&A section in your speaker portal, you can review questions that were posed along with the ability to answer them as well.

Reviewing Q&A in PheedLoop Go!

From the Event Dashboard, navigate to Event Portals > Mobile Event App > Mobile App Preview
Navigate to Schedule from the left hand navigation menu
Select the session you would like to view questions from
Select Questions
1. This is at the bottom of the application.

From the Questions section within sessions in the Mobile Event App, speakers are able to answer questions posed by attendees.

Reviewing Q&A in PheedLoop OnSite

From PheedLoop OnSite, navigate to Speaker Tools
Select the session you would like to use
Select Q&A
Enter your answer under Start answer here...
Select the arrow icon to the right of the text box

To ask a question in PheedLoop Go!

From any device open the PheedLoop Go! App
Enter your login information
Navigate to Schedule
Select the Session you wish to vote for from the list
Navigate to Questions
Enter your question
Select the arrow icon to the right of the text box

6. How to Set Up Session Files

Any files uploaded from the Speaker Portal or Event Dashboard will be visible in the OnSite app unless it is marked as Private.

To upload files on the Speaker Portal

From the Speaker Portal, navigate to the Sessions page
Select the Session you wish to upload files for
Navigate to Session Files
Select Choose File to upload
Enter a name under Description
1. Optionally, toggle on the Is Private checkbox to make this file hidden from public view. Please note, the file is still viewable in the OnSite app.
Select Add File

To upload files on the Event Dashboard

From the Event Dashboard, navigate to Sessions > Sessions
Select the Session you wish to edit
Navigate to the Files tab
Under the Add New File section, select Choose File to upload your file
Under the Description field enter a name for the file
Toggle on the Private File checkbox to hide the file from all front end portals
1. Please note, files will still be visible in the Speaker Portal.
Select Upload

The file will now be uploaded to the session.

The file will now be viewable on the OnSite app, Virtual Portal, PheedLoop Go!, and in the Event Website if configured.

PheedLoop OnSite

From the Tablet’s App Library, open PheedLoop OnSite
Enter the Event Code
Enter your login information
From the OnSite Portal, navigate to Speaker Tools
Select the session you would like to use
Select Files
Select the file you would like to open from the list

Virtual Portal

From the Virtual Portal, navigate to Sessions
Select the session you wish to view
Scroll down to Files

PheedLoop Go!

From PheedLoop Go!, navigate to Schedule
Select the session you wish to view
Scroll down to Files

Event Website

In order for session files to be available on the Event Website, the session must be configured to make files visible in the Event Website. Please note, session files are hidden from the Event Website by default.

From the Event Dashboard, navigate to Sessions > Sessions
Select the session you wish to edit
Scroll down to Options
Toggle on the Make field publicly available on website checkbox
Select Save Changes

Once enabled, the session files can be viewed in the Event Website.

From the Event Website, navigate to Sessions
Navigate to the session you wish to view files for
Scroll down to Session Files

The file will appear in a new window. To exit the view, select Done on the top left corner of the page. The top right corner of the page will include options to refresh the page, share the file, and open the file in a browser window.

7. Downloading Data for Polls, Poll Responses, and Q&A

Once your session or event is completed, you may want to extract the information from your sessions when it comes to results of live polls or answers from the Q&A.

Creating Custom Reports for Live Q&A:

From the Event Dashboard, navigate to Data & Reports > Custom Reports
Above the custom reports table, select Create
Under Report Type, select either Polls, Poll Responses, Session Q&A, or Sessions
1. If you select Polls, under Fields you can select Session, Question, Votes, and Winning Option. Under Sessions, select the session you want to pull the data from.
2. If you select Poll Responses, under Fields you can select Session, Question, Response, and a plethora of other attendee related fields. Under Sessions, select the session you want to pull the data from.
3. If you select Session Q&A, under Fields you can select Time, Session, Question, Answer, Votes, and a plethora of other attendee related fields. Under Sessions, select the session you want to pull the data from. Under Start Date and End Date, select specific dates to narrow the timeline of the Q&A responses.
4. If you select Sessions, under Fields you can select Uploaded Files to pull all the Session Files uploaded for each session. The sessions report holds much more information including speakers, attendance, and proposals if included.
Under Name, fill out the name of the custom report
1. Name and Report Type are the only two required fields.
Select Save Changes

Downloading Polls, Poll Responses, and Q&A Custom Reports

From the Event Dashboard, navigate to Data & Reports > Custom Reports
Select the custom report you would like to download from the list
Above the custom report table, select Actions > Generate Report
Once the report has been generated, select Download Previous Report

For more information on custom reports, please review our Creating Custom Reports for Data and Analytics article.