Outlook - Conduct surveys Tutorial

In this video, you will learn about conducting surveys using Microsoft Forms.
The video covers the features and tools of Microsoft Forms that allow you to easily create and consult surveys and questionnaires.
This will help you gather feedback, opinions, and ratings on various topics, projects, or changes in your company.
You can export the collected data to Excel for further analysis and gain deep insights using built-in analytics or Power BI.
By combining Microsoft Forms with the Office 365 suite, you can save time when creating, sharing, and retrieving data.

1:38
3397 views

Available in Microsoft365

Objectifs :

Learn how to create and manage a simple survey using voting buttons in Outlook, enabling efficient data collection through email.

Chapitres :

Introduction to Outlook Voting Buttons
Outlook provides a practical feature for conducting simple surveys directly through email by utilizing voting buttons. This functionality allows users to gather responses efficiently and view them in a follow-up format.
Creating Voting Buttons
To create voting buttons in Outlook, follow these steps: 1. **Compose a New Message**: Start by creating a new email message. 2. **Access Options**: Navigate to the 'Options' tab in the message window. 3. **Select Voting Buttons**: Click on 'Use Voting Buttons'. 4. **Choose Custom**: From the dropdown, select 'Custom'. 5. **Set Voting Options**: In the dialog box that appears, check 'Use Voting Buttons' and type your voting options, separating each option with semicolons. 6. **Send Your Message**: Once you have entered your options, close the dialog box and send your email.
Responding to a Survey
When a recipient receives an email with voting buttons, they will see an alert below the subject line indicating the presence of voting options. To respond: - **View Options**: Click on the alert to see the list of voting options. - **Vote**: Double-click the message to open it, where a vote button will be available in the ribbon. Select your answer. - **Send Your Response**: A dialog box will prompt you to either send your reply immediately or modify it before sending. Click 'OK' to submit your vote.
Viewing Responses
If you initiated the survey, you will receive notifications for each response from recipients. To view the responses: - **Access Notifications**: Click on the notification to see the voting responses. - **Follow-Up Window**: A window will open displaying a summary of each respondent's answers, allowing you to analyze the feedback collected.
Conclusion
Using voting buttons in Outlook is an effective way to conduct surveys and gather feedback. This feature simplifies the process of collecting responses and allows for easy tracking and analysis of the data received.

FAQ :

How do I create a survey using Outlook?

To create a survey in Outlook, start a new email message, go to the 'Options' tab, click on 'Use Voting Buttons', and select 'Custom'. In the dialog box, type your voting options separated by semicolons, then send your message.

What happens when I send a survey with voting buttons?

When you send a survey with voting buttons, recipients will see an alert below the subject line indicating that voting options are available. They can click to view the options and submit their responses directly from the email.

How do I view the responses to my survey?

As the initiator of the survey, you will receive notifications for each response. By clicking on these notifications, you can view a follow-up window that displays the responses from each participant.

Can I change my vote after submitting it?

Yes, after selecting a voting option, a dialog box will ask if you want to send your reply now or change it before sending. You can choose to modify your response before final submission.

Are there any limitations to using voting buttons in Outlook?

While voting buttons are a convenient way to gather feedback, they may not be suitable for complex surveys requiring detailed responses. Additionally, all recipients must use Outlook to respond to the voting buttons.

Quelques cas d'usages :

Team Feedback Collection

A project manager can use Outlook's voting buttons to quickly gather feedback from team members on a proposed project timeline. By sending an email with voting options for approval or suggestions, the manager can efficiently collect responses and make informed decisions.

Event Planning

An event coordinator can create a survey using voting buttons to determine the preferred date for an upcoming team-building event. This allows all team members to participate in the decision-making process easily.

Client Satisfaction Survey

A sales representative can send a follow-up email to clients after a meeting, using voting buttons to gauge their satisfaction with the service provided. This quick feedback mechanism helps improve client relations and service quality.

Internal Polls

HR can utilize voting buttons to conduct internal polls regarding employee preferences for benefits or work-from-home policies. This method streamlines the feedback process and encourages employee engagement.

Product Feedback

A product manager can send out a survey to customers who have recently purchased a product, asking for their feedback on features. The responses collected through voting buttons can help guide future product development.

Glossaire :

Outlook

A personal information manager from Microsoft, primarily used as an email application, which also includes calendar, task manager, contact manager, note-taking, journal, and web browsing.

Voting buttons

Interactive elements in an email that allow recipients to select an option and submit their response directly from the email interface.

Survey

A method of gathering information from individuals, often used to collect opinions or feedback on a specific topic.

Dialog box

A small window that prompts the user to make a decision or enter additional information before proceeding.

Notification

An alert or message that informs a user about an event or update, such as receiving a response to a survey.

Follow up view

A feature that allows the initiator of a survey to see the responses received from participants.

00:00:05

a simple survey from a simple email.

00:00:08

Outlook offers this option by adding voting buttons

00:00:11

to an email message.

00:00:14

Survey responses will arrive in your inbox

00:00:16

and will be pointed to in a follow up view.

00:00:19

To create voting buttons it's very simple.

00:00:22

When you create a new message, go to the options tab

00:00:25

then click on, use voting buttons.

00:00:28

Then choose custom.

00:00:31

In the dialog box that opens in voting and tracking options

00:00:34

select, use voting buttons.

00:00:38

Type the voting options in this field

00:00:40

by separating the names with semicolons.

00:00:43

Once completed you can close and send your message.

00:00:49

Here's what you get when a message contains a survey.

00:00:52

An alert below the subject of the message

00:00:54

informs you that it has voting buttons.

00:00:57

Click this information to view the list of voting options

00:01:00

and choose your answer.

00:01:03

If you open the message by double clicking on it

00:01:05

a vote button is available in the ribbon.

00:01:08

By choosing an answer a dialog box asks if you want

00:01:11

to send your reply now or change it before sending it.

00:01:15

Click on okay.

00:01:19

Finally if you're the initiator of the vote

00:01:22

you receive a notification to each response

00:01:25

from a recipient

00:01:28

and by clicking on it you can

00:01:29

view voting responses.

00:01:32

A window opens where you can view the follow up

00:01:34

of each respondent's responses.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

3314 Views

Microsoft Outlook Video Training – Advanced

You use Outlook on a daily basis, and you need to protect the contents of your messages and their attachments. Learn about the security opti...

2482 Views

Training Video Business Uses – Assistants

To write a last-minute document, optimize communication or quickly format documents, Office 365 provides a range of features that will meet ...

ALL COURSES