5. Polls
The Poll module allows to conduct surveys in the System among LP Members.
Contents:
- Creating a survey
- Sending a survey to clients
- Poll results
- Working with the Poll in the Client Profile
- Using Polls in the Segment Builder
The poll consists of one or more questions for which a certain number of answers are available. Information on the participation of the LP Members in the poll with the selected answers is saved in their Client Profiles. This information can then be used in the Segment Builder.
The LP Member receives a link by clicking on which he can complete the survey via email, SMS or Push mailings. Each LP Member can take the same survey only once. Should the client attempt to take the same survey again, they will receive a message informing them that this is not possible.
Creating a survey
To create a survey select the section in the main menu Polls and create a new survey (the Create a new poll button).
| The survey may contain one or more of the following types of questions: |
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| To select a question type, drag it from the right column of the menu to the main field for forming a survey. There is option to customize for each question:
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The survey can be saved, canceled or tested. The test allows you to check how the survey looks for LP Members, and whether the it works with the embedded logic embedded (conditions for the question visibility). |
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Sending a survey to clients
The survey can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps:
- The user creates and saves a survey following the instructions above.
- The user generates mailing to deliver a message to LP Members with link to the survey. You need to insert a link to the survey in the mailing using the macro:
{{client.poll('Poll_name')}}
The link address will be generated in the form:
https://app.loymaxsc.net/vote/?the unique identifier of the survey for the client
A unique link is generated for each client.
In email mailing you can make a link clickable and change the link text in two ways:
Method 1
Proceed to editing the source code:
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And generate a code like:
<a href="{{client.poll('Survey_name')}}">link text</a>
In this case, an HTML code of the form will be generated:
<a href="https://app.loymaxsc.net/vote/?unique survey identifier for the client">link text</a>
Method 2
Select the word and choose Insert a link in the panel. In the URL field, insert the macro, where name = survey name:
{{client.poll('name')}}
Proceed to click Insert.
The image below shows an example of sending a link to a survey via email using method 2.
Example of sending a link to a survey via SMS:
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Poll results
To view the poll results, select the survey you are interested in from the list of surveys and click the button Report.
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The page displays:
- Question text;
- A list of answer options, the number and percentage of the LP Members who chose each option.
Next to each answer option is a "magnifying glass" icon for downloading a list of the LP Members who have chosen this option. If there are several questions in the survey, their results are displayed grouped by question one below the other.
The Poll report is available for uploading to a file. Possible options for exporting report data:
- Raw data,
- Aggregated,
- Aggregated by retail facilities.
Formats for uploading: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.
Working with the Poll in the Client Profile
The Polls tab in the Client Profile provides an overview of the surveys assigned to the client and their corresponding answers to the questions:
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Using Polls in the Segment Builder
Polls data can be used for filtering when building segments in segment builder (for example, "Show customers who chose the answer to question Z in the survey X"). The Segment Builder uses the Polls group to work with Polls data. Available group filters:
- Participated in the poll;
- The value of the answer in the poll.
An example of the formation of segment based on a poll:
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In this example, the segment will be based on the condition "Participated in the survey". The report will include the LP Members who took part in the "Customer Satisfaction with the store" poll.