5. Polls

The Polls module allows to conduct surveys in the System among Customers.

Contents:

The poll consists of one or more questions for which a certain number of answers are available. Information on the participation of the Customers in the poll with the selected answers is saved in their Customer Profiles. This information can then be used in the Segment Builder.

The Customers receive a link via email, SMS or Push mailings by clicking on which they can complete the survey. Each Customer can take the same survey only once. Should the Customer attempt to take the same survey again, they will receive a message informing them that this is not possible.

Note: The Polls module is an additional functionality that is not provided by default. To enable surveys contact your manager.

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:

  • Single choice. Choosing one answer from the list.

  • Multiple choice. Choosing several answers from the list. It is possible to limit the number of simultaneously chosen answers.

  • Matrix. The main question and a table consisting of sub-questions and answers.

  • Open question. The Customer independently formulates a detailed answer.

  • Text. A block for additional information or expression of gratitude.

To select a question type, drag it from the right column of the menu to the main field for forming a survey.
In each preset you can customize the following::
  1. The obligation to answer the question.
  2. Conditions for the question visibility.

The survey can be saved, canceled or tested. The test allows you to check how the survey looks for Customers, and whether it works with the logic (conditions for the question visibility).

Sending a survey to Customers

The survey can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps:

  1. Users creates and save a survey following the instructions above.
  2. Users generate mailing to deliver a message to Customers 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 Customer.

In email mailing you can make a link clickable and changthe link text in two ways:

Method 1

Proceed to editing the source code:

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')}}

Then 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:

Poll results

To view the poll results, select the survey you are interested in from the list of surveys and click the button Report.

The page displays:

  • Question text;
  • A list of answer options, the number and percentage of the Customers for each option.
    Next to each answer option is a "magnifying glass" icon for downloading a list of the Customers 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 export to a file. Possible options for exporting report data:

  • Raw data,
  • Aggregated,
  • Aggregated by retail facilities.

Formats for export: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.

Working with Polls in the Customer Profile

The Polls tab in the Customer Profile provides an overview of the surveys assigned to the Customer and their corresponding answers to the questions:

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 Z  to question Y in the survey X"). The Segment Builder uses the Polls group to work with Polls data. Available group filters:

  • Participated in the poll;A
  • The value of the answer in the poll.

Example of segment generation based on the poll data:

In this example, the segment will be based on the condition "Participated in the survey". The segment will include the Customers who took part in the "Customer Satisfaction with the store" poll. 

Created 14/12/2023 05:48
Last edited 05/06/2024 11:43