Solo Tip Tuesday: Create Polls in Outlook Email Messages and Review the Results

by Reba Nance on December 18, 2012

The next time you need to email a group of people asking whether they prefer Monday, Tuesday, or Friday for a meeting, or whether they want to be on a publication routing list, try using the voting buttons feature.

Set up Outlook to Process Voting Responses

  • Open Outlook
  • On the Tools menu, select Options
  • Select Email Options, then Tracking Options
  • Select Process Requests and Responses on Arrival to automatically record responses in the original item (your original email)

Create the Email Message

  • Select Options, and within the Tracking area, select on Use Voting Buttons
  • Choose from the options below:
    Approve/Reject is great if you want authorization for something, such as a course of action
    Yes/No allows for a quick poll
    Yes/No/Maybe allows a neutral response
    Custom allows you to create customized responses (such as Monday, Tuesday, or Friday options

    • If you choose Custom, Message Options popup window will pop up
    • Click on the Use voting buttons box. Delete the default button names in the box and enter your customized responses, separated by semicolons (no spaces)
  • Compose the message and hit Send

Review the Voting Responses

  • Open the original message with voting buttons that you sent. This is usually located in the Sent Items folder.
  • Select the Message tab, and then select Tracking, located within the Show group.
    Note: Tracking does not appear until at least one recipient of the email message has replied with his or her vote.
  • You will see a list of everyone who has responded, the date and time they responded, and their votes.

You can see this tip and others, on topics ranging from Outlook and Word help to App reviews and online tools, all here.

Longtime readers of the Colorado Bar Association’s C-Brief, its weekly eNewsletter, know each week there is a tip from Law Practice Management Director Reba Nance. Those tips are moving beyond the newsletter and now have a permanent home within the Practice Management section of CBA’s website. We’ll share some of the best tips each week here as Solo Tip Tuesday.

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