1. Adding a Company in My Client
Before setting up a poll, you must first add a company to the My Client app.
Steps to Add a Company:
1. Navigate to My Clients: Log into My360 and go to the My Clients section in the left-side menu.
2. Click "Add Client": This opens a form where you will input company details.
3. Enter Company Details:
Company Name: The official company name.
Org. No: The organization's registration number (optional but recommended for tracking).
Contact Name & Email: The primary contact person for the company.
Phone: A direct contact number for follow-up if needed.
Language: Select the primary language for communications (e.g., English, French, German).
Headquartered in: Select the country where the company headquarter is based.
Financial Data Currency: Choose the currency for financial assessments (e.g., USD, Euro).
Company Size: Indicate the number of employees (e.g., 1-50, 5001-10,000).
Company Markets: Select applicable markets (e.g., Europe, North America).
Company Trades: Choose relevant industry sectors (e.g., Manufacturing, Financial Services).
4. Save & Confirm: Click Save to register the company.
5. Verify the Company: Once created, the company will be available in My Clients for poll setup and analysis.
2. Setting Up a Poll in My360
After adding a company, you can set up different types of polls.
Poll Types in My360
Company Polls: Assess a single company’s innovation capabilities, used for a structured evaluation of one organization.
Virtual Polls: Aggregate or restructure existing data into new categories for broader comparative analysis.
Event Polls: Used for large events like Innovation Circles, where multiple individuals (rather than a single company) are assessed.
Competence Polls: Designed for use with the Competence Analyzer to assess skill levels and competencies.
Steps to Set Up a Company Poll
1. Select the Client: From My Clients, click on the company you want to assess.
2. Go to "Client Polls": Click on the Client Polls tab in the left menu.
3. Click "Add New Poll": A form will appear for poll configuration.
4. Configure the Poll Details:
Poll Title: Choose a name (e.g., "2025 Innovation Readiness Assessment").
Start & End Dates: Define the time period for data collection.
Poll Type: Select Company Poll to evaluate a single organization.
Language Settings: Ensure the correct language is selected based on the client’s preference.
Custom Survey Message (Optional): You can customize the invitation email.
5. Save the Poll: Click Save to finalize the setup.
3. Sending Out Invitations and Reminders
Once a poll is set up, participants need to be invited to complete the survey.
Steps to Send Invitations
Go to the Poll Invitations Section:
Navigate to the poll and click on "Poll Invitations & Reminders".
Select Participants:
Ensure all participants are listed with correct emails.
If participants are missing, add them manually or upload a CSV file.
Use a Custom or Standard Message:
The system supports multi-language invitations.
Customize the message if necessary.
Send the Invitation: Click "Send invitation to selected" to notify participants.
Verify Sent Status: Check the status under the Invitation column.
Steps to Send Reminders
Go to Poll Invitations & Reminders: Navigate to the same section where invitations were sent.
Identify Non-Responders: The list will show who has yet to complete the poll.
Select Participants: Check the box next to the names of those who need a reminder.
Click "Send Reminders to Selected": This will trigger a reminder email.
My360 will never send a reminder to a participant who have completed the survey.
Best Practices for Polls & Invitations
✅ Use Multiple Polls for Large Organizations: Different divisions may have unique innovation maturity levels.
✅ Ensure Correct Language Settings: Participants receive surveys in their preferred language.
✅ Monitor Response Rates: Follow up manually with key stakeholders to ensure high participation.
✅ Leverage Event Polls for Large Groups: Useful for innovation workshops or industry benchmarking.
✅ Use Virtual Polls for Comparative Insights: Helps restructure past data into new strategic views.
Conclusion
By following these steps, you can effectively create a company in My360, set up the appropriate type of poll, and ensure successful distribution through invitations and reminders.