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All workWhatsApp Poll case study cover

WhatsApp Poll

An experimental project for Adding a new Poll feature to WhatsApp

Time frame
2 weeks - Feb 2021
Role
UX Researcher, UX Designer, Visual Designer
Platform
Android concept

The challengeDeciding anything in a WhatsApp group is hard. Answers get buried, people mute the group, and businesses have no simple way to learn what customers like.

What I didI studied polls in 5 leading products, interviewed 17 users, and designed polls that live inside WhatsApp's existing patterns, for groups, status and business accounts.

What happenedIn usability tests with 4 users, 16 of 20 task attempts succeeded. Finding the second way to post a poll was the weakest point, at 2 of 4.

WhatsApp Poll case study

1. Understand

The problem

It's difficult to finalise anything in a WhatsApp group: the date for an outing, the next holiday spot, a birthday present. In larger groups it is harder to organise people, and irrelevant messages make people put the group on silent, so they miss the question entirely. New messages push it out of sight.

Businesses have a version of the same problem: identifying what a group of people likes and dislikes about their brand.

How might we help a group reach a decision without leaving the chat?

This is a self-initiated concept, not work for WhatsApp.

Learning the product

I followed IDEO's Human-Centered Design Thinking process: learn the product, focused research, ideation and wireframing, design and prototype, then usability testing.

WhatsApp Business mattered from the start. It already lets companies connect with customers through catalogues, automated messages and quick replies, so a poll could become a useful tool for them too.

WhatsApp Business quick replies
WhatsApp Business quick replies

How others do polls

I compared polling in five top products across six areas: poll options, themes, frame colour, business polls, voting privacy and advanced settings.

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Facebook Messenger
Facebook Messenger
Instagram
Instagram
Discord
Discord
Viber
Viber
Telegram: visible votes
Telegram: visible votes
Findings from the comparison
Findings from the comparison

What we learned: Polls elsewhere share a common shape, and the differences are in themes, privacy controls and end dates.

What it changed: WhatsApp's poll should feel familiar, and needed options for privacy, a deadline and a theme.

What people told me

I interviewed 4 WhatsApp Business users and 13 private users through voice calls.

Interview findings from business and private users
Interview findings from business and private users

What the interview notes clustered into

Decide fast
Quickly create poll
I want to get the decision as much as quickly
See the result instantly
Speed is the whole point
Cut the noise
I miss most of the important messages
Irritated about irrelevant funny messages
The question gets buried
Learn from people
I want to get the people feedback
Analyse the poll data and result
Share the results with participants
Results are useful after the vote
Make it richer
Poll should be more interactive
Multiple choice is a good option
I can add my option if it's not listed
Other apps set expectations

Representative notes shown; synthesised from the interview board.

  • "It's difficult to me for identify which cake people most liked"
  • "Planning a trip was painful"
  • "I'm wondering why WhatsApp still not providing poll function"
  • "I struggle most of the times to get a decision in the group of people, they located in different places"

2. Define

Three roles, not one user

The biggest shift came from looking at psychology instead of account type. In any poll, people play one of three roles, each needing something different.

Role Who they are What they need
Creator Business or private user who creates the poll Manage the poll, instant notifications, view results and analytics, use them to decide
Responder Private user who views and votes A one-time notification, the instant result once voted, the final result
Viewer Private user who sees the poll but doesn't respond A one-time notification, and the final result

I also created provisional personas based on research and on people I knew who use WhatsApp.

Persona: Johny, marketing manager
Persona: Johny, marketing manager
Persona: Ann Maria, student
Persona: Ann Maria, student

Where a poll could fit

I mapped the existing flows for normal and business users to see where a poll could go.

Existing flow - normal user
Existing flow - normal user
Existing flow - business user
Existing flow - business user

3. Ideate

Framing with 4W

  • Why? Easy decision making.
  • What do users expect? To decide as easily and quickly as possible.
  • When? In between chatting in groups, and in business chat discussions.
  • Who? Business, group and private users, who already know WhatsApp. That's an advantage: there's nothing to teach from the bottom up.

I generated many ideas, then used a 2x2 matrix to check what really matters for users and the business.

Brainstorming and solutions
Brainstorming and solutions
2x2 prioritisation matrix
2x2 prioritisation matrix

What the 2x2 put first

High value to users and businessQuickly createInstant resultSet end datePoll in statusPrivacyDifferent themesProgress barPoll indicationRe-voting
High business value, lower user valueAnalytical dataStatisticsData-driven decisionQuiz modePrefilled options
High user value, lower business valueSharable linkMultiple choicePoll history
Low on bothCountdown

A selection rebuilt from the 2x2 matrix below. Poll History ranked low here, but I later designed it for business users, so its value still needs testing.

Testing the idea against the journey

I mapped the emotional experience of a typical journey with the solution in place, then wrote task flows from user scenarios before drawing anything.

Emotional experience map
Emotional experience map
User scenarios and task flows
User scenarios and task flows

Friends planning an outing, with polls

PlanA group plans an outing.Mood rises
DiscussThey create a group and discuss locations.Mood falls
ShortlistA few locations remain.Brief lift
Create pollOne member creates a poll.Lowest point
Respond and goPeople vote, the location is final, and they go.Highest point

Rebuilt from the mood map. Creating the poll is the low point, so it must take as little effort as possible.

Designing with psychology

I based decisions on established behaviour. People use WhatsApp status largely to get attention, express feeling and share, which suggested status could be a natural place for polls. Curiosity and a sense of belonging are also strong motivators, so seeing who has voted could encourage others to join.

The new flow

I redrew the flows with polls added: a Poll Option in chats for everyone, and Poll in Status and Poll History for business users.

Updated flow - normal user
Updated flow - normal user
Updated flow - business user
Updated flow - business user

Where polls live in WhatsApp

Chats
  • Poll indicator in the list
  • Attach menu: Poll
  • Create poll
  • Missed poll bar
In a poll
  • Vote
  • See result and count
  • Undo
  • Bookmark
Status
  • Business users only
  • Create poll in status
  • Viewers vote in status
Business settings
  • Poll History
  • Long-term decisions
  • Delete if needed

Mapped from the updated user flows and final screens.

Wireframes

Paper let me work through each part quickly: entry points, creation, two themes, status and history.

Poll indication, create option and themes
Poll indication, create option and themes
Default theme and viewer view
Default theme and viewer view
Theme 2 and missed poll
Theme 2 and missed poll
Business poll through status
Business poll through status
Business poll history
Business poll history

4. Design

Staying inside WhatsApp

The poll had to look like it always belonged. WhatsApp uses Material Design with some customisations, so I followed both for iconography, font, spacing and interaction. The visual style is deliberately not trend-led.

WhatsApp brand guidelines
WhatsApp brand guidelines
WhatsApp colours
WhatsApp colours
Material Design
Material Design

A poll's lifecycle

1. DraftPost is enabled after a question and at least 2 options.
2. ActiveAn indicator shows in the chat list until the chat is opened.
3. BuriedA bar lets the user view or close the poll, and scrolls to it.
4. VotedResults appear instantly, with Undo and Bookmark.

Rules taken from my design notes for each screen.

Creating a poll

Biometric login → group chat → attach icon → create poll → post in the group. View the clickable prototype

The poll sits with the other attachments, because everything in that menu makes communication easier. It uses a widely recognised poll icon (Jakob's Law) and a new colour that matches the strength of the others. A green dot signals something new. The text and interaction match the rest of the group, following the Law of Similarity.

Post is only enabled after a question and at least 2 options. Users can also set a voting deadline and hide participant details.

Poll in the attach menu
Poll in the attach menu
Create poll
Create poll

Viewing a poll: two concepts

I created two concepts for how the creator sees the poll. I personally liked concept 1, but chose concept 2 because it's more aligned with WhatsApp's guidelines. Later, both should be A/B tested.

Concept 1
Concept 1
Concept 2
Concept 2

Not missing it

This solves the problem from the research. An indicator in the chat list shows a poll is active and disappears once the chat is opened, like a normal message notification. If the poll has been buried, a bar at the top lets the user view or close it, and auto-scrolls to the poll.

View the participation prototype

Chat list indicator
Chat list indicator
Missed poll bar
Missed poll bar

Voting

People see the question and options, and who has voted, which may inspire them to join. On voting, the result appears instantly with the count and progress. The green matches WhatsApp and works with black text for colour-blind users. Undo covers accidental votes and changed minds. Bookmarking uses an existing WhatsApp feature, so a poll stays easy to find after lots of messages.

Vote
Vote
Result
Result
Bookmark
Bookmark

A richer theme for business

Theme 2 is more interactive and business-focused, with a live preview, editable gradients, and images or GIFs. I didn't have WhatsApp Business screenshots, so it uses the private user's colour theme for now. View the theme 2 prototype

Create
Create
Live preview
Live preview
In the chat
In the chat

Polls in status

Only for business users, this reaches more customers and gets more feedback. Private users only see it if they saved the business number. People usually post status from the camera, so the camera stays in the most reachable spot, with Poll at the top of the expanded buttons. More participation here is an assumption still to be tested. View the status prototype

Before
Before
After
After
Poll in status
Poll in status

Poll history

A new Poll History item helps business users make decisions over the long term. Its icon looks similar to Statistics, so that needs more work. View the history prototype

Before
Before
After
After

5. Validate

I ran remote and in-house guerrilla usability tests with 4 users.

Results by task and user

TaskU1U2U3U4
Find the poll function✓✓✓✓
Find the other way to post a poll✕✓✓✕
Create a poll with pictures✓✓✓✕
Remove your vote✓✓✕✓
Add and remove a poll option✓✓✓✓

16 of 20 attempts succeeded. The main flow worked; failures were about discovering secondary features.

Original usability test sheet
Original usability test sheet

What we learned: The main flow worked. The failures came from discoverability: one person didn't realise Theme 2 was clickable, one took longer to find Undo, and status was hard to find as a second route.

What it changed: Theme 2 needs a clearer selection state, and Undo needs more prominence. One tester also asked for more humanised wording.

6. Outcome

This is a concept, so the outcome is what I learned and what I chose to ship first.

What I left out, and why

I had many more ideas, including multiple answers, shareable links, analytics, reminders, countdowns and templates. Tesler's Law says some complexity can't be removed, only moved. So release one stays simple: test it, learn, then add what's relevant.

What I'd do next

Fix the two discoverability issues and retest with more users, A/B test the two poll views, and validate the assumption that status polls increase participation.