The second step for creating a poll (text survey or IVR survey) project is to create a poll script. Instead of writing each question by hand, you can describe your poll in plain language, paste in an existing script, or upload a Word or PDF document. Numinar AI then builds the survey for you. To read more about text vs. IVR surveys, check out this article.
What you can ask the AI to include
Write your request the way you'd explain the poll to a colleague. You can ask for:
Questions and response choices: for example, "Ask who they plan to vote for: Ronald Reagan, George Christopher, or Undecided."
Jump logic: send voters to a different question, or end the survey, based on their answer. For example, "If no, end the survey. If yes, go to question 2."
Randomized response order: shuffle the response choices so each voter sees them in a different order, which helps reduce bias.
Pin last response: keep an option like "Undecided," "Unsure," or "Other" at the end.
Tags: name the tag for each question, such as "Primary Candidate Preference (Poll)." If you don't, the AI suggests one.
OPT OUT language and name attribution in the first question, for example: "Hi, this is Jill with California Research… Reply OPTOUT to unsubscribe."
A closing message: for example, "Thank you for your time!"
💡 Example request: "I need a GOTV survey. First question: 'Are you planning on voting for John Doe for State Senate and Jane Doe for Probate Judge?' If no, end the survey. If yes, ask how they plan to vote: early in person, vote by mail, or on election day."
Step 1/5: Click on Messages
In the left-hand menu, under Action, click Messages.
Step 2/5: Click on New Message and select Survey
Click + New Message in the top right, then select Survey.
Step 3/5: Name your survey and select AI-Generated
Enter a Name for your survey, then select AI-Generated. Next, do one of the following:
Click Upload Word or PDF document to convert a script you already have, or
Type or paste your request into Paste survey text here. You can use up to 8,000 characters.
Step 4/5: Click Create Survey
Click Create Survey. You'll see a "Creating survey with AI" message while your survey is built. This usually takes a few seconds.
Step 5/5: Review your survey and save
Your survey opens with its questions, response choices, jump logic, and tags already filled in. In the example, if a voter answers Yes they go to Q2, and if they answer No the survey Ends.
Check every question carefully before you use it. AI-assisted content can contain errors. You can:
Click the dropdown arrow on any question to edit it or open Show Advanced Options (randomize order, pin last response, jump logic, and, for IVR, upload audio)
Change a question's tag
Drag questions to reorder them, or click the trash icon to delete one
Click Add Question or Add Randomized Question Group to add more
When you're happy with it, click Save.
💬Frequently Asked Questions
Do I need to review what the AI creates?
Do I need to review what the AI creates?
Yes. Always check candidate names, question wording, response choices, jump logic, tags, and OPT OUT language before you use the survey in a project.
What should I put in my request?
What should I put in my request?
The more specific, the better. Include the exact question wording, every response choice, where each answer should lead, and any tags you want. If you already have a script in Word or PDF, upload it instead of retyping it.
When and why should you randomize and/or pin last response?
When and why should you randomize and/or pin last response?
Response options should always be randomized to help eliminate bias. With this setting on, voter 1 may see Ronald Reagan as the first option and voter 2 may see George Christopher first. Use pin last response for options like unsure, undecided, or other.
How do I stay compliant?
How do I stay compliant?
You should have name attribution and OPT OUT language in the first question (both for text and IVR). You can read more here about text compliance.