Polls and surveys that reach the right people

Member feedback built into your platform

Collect feedback without cobbling together external tools. Member feedback drives better decisions, but collecting it should not require cobbling together external survey tools, exporting email lists, and manually compiling results. Upside AMS includes a full-featured polling system that works directly with your member data, so you can target the right audience, send the right reminders, and get results -- all from one platform.

Guide participants through a clean four-step ballot. Each poll supports multiple questions organized into a clean, four-step ballot wizard: Start, Vote, Review, and Complete. Participants see clear instructions at each step, review their answers before submitting, and receive confirmation when they are done. It is a smooth experience that respects members' time and encourages higher response rates.

Target the right audience using your existing member data. Audience targeting is where this feature truly stands out. Because your member data already lives in Upside AMS, you can scope polls to specific groups -- all active members, members in a particular category, committee members, or people with specific roles. No more exporting CSVs or building distribution lists by hand. Select your audience, set your dates, and let the system handle the rest.

Get candid, anonymous feedback with automated reminders. Responses are anonymized, so members can give candid feedback without worrying about attribution. Administrators see aggregate results and participation rates, making it easy to act on what you learn. And with automated email notifications at every stage of the poll lifecycle, participation stays high without manual follow-up.

Key capabilities

• ✓ Multi-question ballots -- create polls with multiple questions and rich text instructions, organized into a guided four-step voting experience.
• ✓ Audience targeting -- send polls to all users, specific individuals, or scoped groups like member categories, committee members, or role-based segments.
• ✓ Anonymous responses -- responses are anonymized so members can provide honest feedback and administrators see only aggregate results.
• ✓ Automated email notifications -- configure reminders for upcoming polls, start dates, mid-poll nudges, closing warnings, and completion confirmations.
• ✓ Results visibility control -- choose whether participants can see results or keep them visible only to administrators.
• ✓ Review before submit -- the ballot wizard includes a dedicated review step so participants can verify their answers before finalizing.

How it works for members

Go from email notification to completed ballot in minutes. Members receive an email notification when a poll they are eligible for opens. Clicking through takes them directly to the ballot, where they are guided through a simple four-step process. The Start step provides context and instructions. The Vote step presents the questions. The Review step lets them confirm their selections. And the Complete step confirms their submission.

Clear instructions and automated reminders keep participation high. The entire experience is designed to be quick and clear. Rich text instructions at each step help participants understand what is being asked and why. If a member starts a ballot but does not finish, automated reminders nudge them to come back and complete it before the deadline.

Respond with confidence knowing answers are anonymous. Because responses are anonymous, members can participate with confidence that their individual answers will not be shared with staff or other members.

How it works for staff

Create polls and let the system handle distribution. Creating a poll starts in the admin dashboard. You define the questions, write instructions for each step, select your target audience, and set the open and close dates. Upside AMS handles the rest -- sending notifications on schedule, tracking who has participated, and compiling results as they come in.

Target audiences directly from your member database. The audience selector draws directly from your member database, so there are no lists to export or import. Want to poll only members in a specific professional category? Select the group and the system builds the distribution automatically. Need to survey just your board of directors? Target by committee membership.

Review results and control visibility after the poll closes. Once the poll closes, you can review results in the admin dashboard. Participation rates, response breakdowns, and aggregate data are all available at a glance. You decide whether to share results with participants or keep them internal -- the choice is yours for each poll.