The following information will be helpful as you work through the dynamic of polls and users. Conceptually, the system looks at users and groups differently.
- Groups: We take a snapshot of the store group at the start of the poll. You need to adjust the poll specifically if you want to add/remove stores from being polled. See managing polls here.
- Users: For users, we take a different approach. We look at the current state of each staff listed in the store every time we send out a poll notification. See activating and deactivating users here and managing store functions for users.
In general, it is a best practice to have your groups defined clearly before you begin polling.
Who will receive a poll notification?
- At the time of the poll's launch date, the store must be included in the group being polled. Changes to groups after a poll is launched aren't propagated to existing polls, only future polls.
- At the time of the notification, the store must be active.
- At the time of the notification, the user must be active.
- At the time of the notification, the user must be in the appropriate team (Franchisees, Store Managers, etc.) in that store.
- At the time of the notification, the user must be granted with the FranchiseePolling permission.
Pro-tip #1: Keep in mind that teams in locations which were removed from existing polls won't receive a notification after the location's removal.
Pro-tip #2: You can also add locations to existing polls.
If you have any further questions, please reach out to support@franchiseblast.com.