Locked lesson.
About this lesson
Voting Buttons are useful for Approve/Reject responses, Yes/No responses, and can be customized to contain a list of up to 28 choices.
Lesson versions
Multiple versions of this lesson are available, choose the appropriate version for you:
2016, 2019/365.
Quick reference
Voting Buttons
Voting Buttons are equivalent to a survey process. When you need people to respond, but you also need to catalog those responses into one final screen, the Voting Buttons are your answer.
When to use
Voting Buttons are useful for Approve/Reject responses, Yes/No responses, and can be customized to contain a list of up to 28 choices.
Instructions
- Open a New Email window and click the Options ribbon.
- Click the Voting Buttons icon.
- Choose the option you'd like or choose Custom to create your own.
Make sure to use the semicolon ";" between the words in order to create a list.
- The confirmation that it worked appears above the "To:" line on your email.
Address and send the email to yourself and a couple of friends so you can test the results.
- When the responses come back, make sure to click-and-read the email; it will not record the results if it is "unread".
- Find your original "Sent" email, it will have a "tracking symbol" (person icon with a green check mark) beside it.
- Double click to open it and click the tracking icon on the ribbon above the opened email message.
- Notice the top blue line tallies the responses and the list shows who has yet to reply.
- 00:04 There is a little known tool inside an email, but it's a fabulous tool.
- 00:08 It's called voting buttons.
- 00:10 You only find it in a brand new email, so I'll go ahead and
- 00:13 activate a new email right here.
- 00:14 Notice the above ribbons, one of them is Options.
- 00:17 On the Options ribbon we have this button called Use Voting Buttons.
- 00:21 When I click the voting buttons it gives me a default list of Approve;Reject,
- 00:26 Yes;No, and Yes;No;Maybe.
- 00:27 So maybe you are sending a contract through the office,
- 00:30 you need certain people to approve or reject it.
- 00:33 This is a great pre-built list for you.
- 00:35 Notice each option is divided by a semi-colon, so
- 00:39 that is what we call the syntax,
- 00:41 the syntax of the message so that these show up on a nice little voting list.
- 00:45 Notice the bottom one says Custom, so you can create your own custom list.
- 00:50 So when I click there the Approve;Reject divided by the semicolon, it's blue.
- 00:54 It has a flashing insertion point, and when I float my mouse inside the box,
- 00:58 the mouse shape becomes an I beam that always indicates typing.
- 01:02 I can type my own list.
- 01:03 In fact, you can type a list that has 28 different options as the max.
- 01:09 Honestly, adults only need three options, children only need two, but
- 01:13 that's just my opinion.
- 01:15 You can have up to 28 options on this list.
- 01:17 Well, I'm going to go ahead and put my options in there for
- 01:21 the summer barbecue dinner options for the employees, all right?
- 01:25 So here we go, I've got that set in there.
- 01:27 I'll go ahead and hit Close and take a look at what happens outside on the email.
- 01:31 I have a little tiny i which means Information.
- 01:34 You added voting buttons to this message.
- 01:36 Great.
- 01:37 Confirmation that it's actually working.
- 01:39 All right, the next step is to go ahead and address the email.
- 01:43 So I've got my list ready.
- 01:45 I'm going to of course put my subject line in the email, and of course we always want
- 01:50 to coach these people that are receiving this of what a voting email does.
- 01:55 So we're telling them, please vote on above button which items you would prefer,
- 01:59 and I'll go ahead and hit Send.
- 02:01 Now, I did include my very own email address on this list so
- 02:04 that it would send out and come right back so
- 02:07 I could actually make sure the whole process works, and there it is.
- 02:12 Of course I have some bad email addresses.
- 02:15 Summer BBQ Dinner Options.
- 02:18 So here we go, check this out.
- 02:20 When the recipient is going to see this,
- 02:22 please vote on above button which item you would prefer.
- 02:25 Well, what button?
- 02:26 Well, the little letter i right there.
- 02:28 This message includes voting buttons, click here to vote.
- 02:31 Click, and there is my list.
- 02:33 Hot dogs, hamburgers, or veggie burgers.
- 02:35 Well, I'm going to choose hot dogs, so click that.
- 02:39 Send the response now?
- 02:40 Sure.
- 02:41 Easier for the end user.
- 02:42 It did reply.
- 02:44 I'm going to hit my Send Receive, and
- 02:46 now I'm going to be receiving that response back.
- 02:48 Just a minute, I'm going to be receiving more as well, hold on.
- 02:52 Okay, as you can see I'm getting responses in, hot dogs and hamburgers,
- 02:56 this is great.
- 02:57 So I can look at this list and start to create my shopping list, or
- 03:01 there's a better way.
- 03:03 Remember that original sent email.
- 03:05 So I'm coming over to the left to my Sent Items, and
- 03:08 the original email I sent was right here.
- 03:11 And I know it was my tracking one,
- 03:13 because it has a little people on it with a check mark.
- 03:16 So I'm tracking emails I sent.
- 03:18 That is the symbol for tracking.
- 03:20 So I'm going to double-click to open this, and at the very top, see the tracking.
- 03:26 Same little symbol, a little person with a check mark.
- 03:28 Click Tracking and there you have it.
- 03:31 Everyone you send it to and their responses on the right hand side.
- 03:35 Now the little tip you need to know which I failed to mention is the emails received
- 03:39 back must be opened.
- 03:40 If they have not been opened, they will not record in here.
- 03:43 So I should have gone through and made sure each one was open, and so
- 03:46 I only opened a couple.
- 03:47 But that's okay.
- 03:47 At this point I can hit Print, go to the store, and shop for the summer barbecue.
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