How do I create and launch a Surveyor Poll?

Surveyor is the next generation of polling. What's new with Access Live Surveyor?
  • Poll Items – We now call all questions and actions “poll ”
  • Projects – You now can group multiple executions of the same poll into a project, to better collate and compare
  • Inbound Poll – You now can give participants an inbound phone number to call into the poll. You can promote this inbound number in a voice message or
Creating a Poll
1. Log into your Access Live account.
2. From the navigation menu, select Surveyor and then select Poll Library from the drop-down menu.
3. Click the Create Poll, select New from the drop-down to create a new blank poll.

Note: Copy Existing allows an existing poll to be copied and used as the basis for a new poll, with the ability to add new content, and to delete, modify, and rearrange existing content. This is especially useful for inserting commonly used poll items (e.g., demographics) into a new poll without having to reconfigure all new questions. Polls can be copied within the same client or across clients.

4. The Create New Poll page opens.

5. Click in the Name field to enter the name of your poll.

6. Enter an optional Description.

7. Click the Next button

Note: From the left navigation click Poll Overview to see the poll owner and edit the name and description of the poll. In addition, the poll overview page displays details about the poll such as broadcast results and projects that the poll is attached to.

8. The Poll Items page opens.

Note: A Poll Item is a discrete question or action. Various items configured in order constitute a Poll.

9. Items can be added by dragging them into the poll space or by clicking the orange “+” on the far right of each item.

There are 6 different Standard Item types: 

Instructional Prompt - plays a sound file before routing to initiate, branch, or end the survey.

Multiple Choice - plays a sound file prompting the participant to respond by selecting one of multiple options using their keypad.

Multiple Digit - prompts the participant to respond by entering a set number of digits using their keypad, such as a phone number or zip code.

Numeric Range - prompts the participant to respond within a set numeric value range by entering the value response using their keypad. This is useful for data such as age or rating scale.

Verbal Response - plays a sound file prompting the participant to give a verbal response, recording a sound file (up to 2 minutes in length) that can then be downloaded in a zip file of all responses.

Transfer - plays a sound file and then makes a transfer call out, with the option to route the caller back to the poll when finished.

Within each Poll Item there are tools to expedite the creation of a poll, including the ability to:

Copy, move, and delete the item

Edit routing options

Rearrange response options

Select sound files

Routing (#2 in image above) is an action between items that pre-defines the path of the poll. Each response can be individually programmed to take the respondent to another poll item based on that response. Items automatically route to the next item unless the poll creator specifies a path.

Responses to multiple choice items can be presented in a random order by adding Variations (#5 in image above). Variations can be used to prevent ordering bias in two different ways:

Custom Variation allows specification of different variations for the responses to be presented, and specified variations are then randomly presented.

Random Variation allows specification of up to 4 consecutive or nonconsecutive responses to be included in an absolute randomization scheme. Any unselected responses are fixed in their original positions. All variations are randomly presented.

Predesigned Templates are standard items formatted for commonly used purposes to simplify and speed up poll creation. The icon next to the template indicates which of the standard items it is formatted from. These icons also appear next to each item in an assembled poll, allowing easy identification of a poll item type at a glance.

Randomize Groups of Items can be created by selecting multiple contiguous items in a poll and grouping them. A name is then assigned to the group, and each question within adds a decimal to the end of the question marker (21.1, 21.2, 21.3). When the poll progresses to that grouping, all of the items within the group will be randomly presented, and as a result items within an item group cannot be specifically routed to.


A Few Notes:

Once an item group has been created, routing to an individual item within that group is no longer possible, as they are presented in a random order.

If variations are enabled, each variation requires its own sound file. A maximum 4 randomized variables requires 24 different sound files.

Once variations have been added to an item, any changes to the master variation will negate those variations (including changes to response order, spelling, routing, adding and subtracting options, etc.). After the changes have been made to the item variations can then be re-applied to the item.

Any fields left empty (such as response fields in a multiple-choice item) are considered “Inactive Fields” and will not be included in any poll features such as scripts, reports, etc.

Respondents can end a Verbal Response by pressing the # key once they have finished their response (up to 2 minutes in length).


Create Script and Sound Files

The Script displays the full Poll Spec, including all poll items, responses, variations, and item groups. Once the design of a poll is finished, the script can be printed and distributed for recording and proofing sound files.

The Sound Files page is a central area for adding, deleting, and replacing sound files to each poll item.

Poll items without a sound file will display an option to select one.

Poll items with a sound file allow previewing, deleting, and replacing the current sound wave.


Creating a Broadcast

In order to create a broadcast, the poll spec must be named and must have a) at least one item in the poll, and b) a sound file attached to each item. Until these parameters are met, the “Test Poll and “Create Broadcast” buttons will appear grey, and cannot be selected.


As soon as all items have sound files attached, these buttons will become available and Test Polls and Broadcasts can then be launched at any time.


A broadcast can also be launched from the poll library by finding the desired poll and clicking “Launch” on the far right. As with launching on completion of poll creation, this option will create a new project.


Additionally, a broadcast can be initiated from within a project by clicking “Launch Again” at the top right-hand corner. This will not create a new project, but will contain that additional launch within the current project. Test polls cannot be re-launched.

Clicking on the “Create Broadcast” or “Test Poll” buttons will pull up nearly identical option pages, starting with the “Broadcast Overview” page.

Here, a broadcast can be named and assigned to a new project, which must also be named. Poll details such as poll owners and poll description are displayed, and a choice of Broadcast Type must be selected:

Outbound Broadcast

Outbound broadcasts are broadcasts that are created from a provided list of numbers, in which all numbers on the list are called and sound files for a greeting, live answer, and answering machine are included.

 Any settings configured under outbound or inbound broadcasts can be set as default settings by clicking “Save as Defaults” underneath the Launch Broadcast Button.

Outbound Broadcast Settings:

  • Set Caller ID
  • Set Broadcast Timeframe and Time Zone
  • Set Call Lists
  • Append Call List Data to Results
  • Set Do Not Call Lists and Scrubbers
  • Set Sound Files
    • Live Answer
    • Answering Machine
  • Set Throttle Settings (Including Retry Settings and Max Attempts)

Inbound Broadcast

Inbound broadcasts are broadcasts that are assigned a Dialed Number Identification Service (DNIS) number that is then distributed by the client for participants to dial in to the poll.

Three styles of inbound broadcasts:

  • Direct: Poll is open from x date & time to y date & time.
  • Follow Up: Answering machine sound file of an outbound poll lists an inbound broadcast number to participate in the
  • Live Transfer: Live dial can transfer willing participants directly to inbound broadcast

Inbound Settings:

Quota Targets will pause a broadcast when a pre-defined number of respondents have responded to selected questions with specific answers. (Example: 250 Left-Handed Male Republicans). Multiple Items can be included in each Quota Target, and multiple Quota Targets can be defined. If any one target is reached the broadcast will then be paused and can either be ended or resumed (If Quota Target is removed).


Confirm Launch

Once all details of a broadcast have been set, selecting the “Launch Broadcast” button will initiate a scrub of all call lists, and then display a Confirm Launch page. This page displays:

  • Broadcast Details including Broadcast Name, Project Name, Broadcast Type, and Quotas.
  • Poll Details including Poll Owner, Poll Name, and Poll Description.
  • Launch Summary including Call/Do Not Call Lists, and Valid Numbers.
  • Scrub Results including Duplicates, Invalid/Restricted, culled phone numbers, mobile count and state count summary.
  • Once a launch is confirmed it is then run through another series of comprehensive compliance checks before being approved and ultimately set into motion.


Projects & Reports

Projects act as containers for multiple executions of a single poll, both inbound and outbound, that are combined into a single comprehensive report.

  • As any broadcast is created, a project is simultaneously created to contain that poll. 
  • Each project can contain multiple broadcasts – separated by time zone, demographic, state or other factor. 
  • All broadcasts within a project must use the same poll. 
  • Reporting is on a project basis and contains all broadcasts within that project, eliminating the need to compare or combine multiple broadcast reports. 
  • Once a poll has been used in a project, it can no longer be edited in any way apart from Sound Files, but is easy to copy and alter as a new poll and project.

The Project Overview page gives a glimpse into details of the poll, the project, and the responses gathered so far. These are aggregated results of all broadcasts done within that project, and include a “progress bar” that visually displays the results of all numbers dialed. The Project Overview also gives summaries of individual broadcasts, including status, responses, and completion rate.

Much like a script, the Poll Items page displays the full Poll Spec, including all poll items, responses, variations, and item groups.

The Item Summary page is a comprehensive overview of the results of the poll, including start and end dates, responses, as well as a breakdown table of all poll items, types, number of responses, corresponding percent, number of complete responses, and corresponding percent. Below the table each item is graphed according to responses in a highly visual breakdown of the poll.

This information can be organized to better understand what the aggregated results of the poll items mean for the project, and this can be done in two different ways:

A Complete Response can be defined by specifying a poll item that must be completed for that response to be considered complete. Partial responses can then be filtered out in order to show only valid response information.

Results Weighting adjusts the respondent population to match a target population by adding discount or weight to one or more particular items (Up to 5).

Example: Male/Female respondent split is 56.3/43.7, but the actual target population split is 48.5/51.5. Applying a discount of 0.861 to each male response and a weight of 1.178 to each female response causes all information in the poll to be displayed according to the target population ratio.



Charts display all responses by poll item, reflecting both weighting and complete responses. Charts can be found on the item summary page below the items at a glance table.

Results can be displayed in both count and percentage, as well as multiple different chart formats, accessible by clicking “Edit Settings” in the top right-hand corner of each chart.

Crosstabs allow one or more discrete multiple choice poll items to be compared against all other remaining multiple choice items in the poll. Up to 5 items can be selected at once, and the hierarchy of comparison can be edited by selecting “Edit Crosstab Hierarchy.”

Data reports can be downloaded in one of five ways:

  •  Complete Report is a PDF of all information contained within the report, complete with Project Overview, item charts, weighting, and complete response
  • Poll Item Report is a PDF of only summarized item response data, in chart format as found in the Item Summary Tab below the Item at a Glance
  • All Project Data is a complete CSV that includes the dialed number, responses, variation number (for multiplechoice questions with variations), the order in which the question was presented as well as any extra appended data (Optional).
  • Condensed Project Data is a smaller CSV that includes the dialed number and responses, as well as any extra appended data (Optional).
  • All Voice Responses is a simple ZIP file of all responses to any Verbal Response items within the poll, presented in .wav format.

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