Changes for page 5. Опросы
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... ... @@ -1,152 +1,2 @@ 1 -(% class="lead" %) 2 -The Polls module allows to conduct surveys in the System among Customers. 1 +[[image:attach:Main.Installation_and_configuration.System_configuration.External_settings.Cashbox_configuration.Frontol_setting.WebHome@under_construction.png||data-xwiki-image-style-alignment="center" height="396" width="1000"]] 3 3 4 -**Contents:** 5 - 6 -{{toc depth="2" start="2"/}} 7 - 8 -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>>doc:Main.Using.Smart_Communications.Customers.All_clients.WebHome||anchor="Profile"]]. This information can then be used in the [[Segment Builder>>doc:Main.Using.Smart_Communications.Customers.User_segments.Segment_builder.WebHome]]. 9 - 10 -The Customers receive a link via [[email>>doc:Main.Using.Smart_Communications.Mass_mailings.Emails.WebHome]], [[SMS>>doc:Main.Using.Smart_Communications.Mass_mailings.SMS_mailings.WebHome]] or [[Push >>doc:Main.Using.Smart_Communications.Mass_mailings.Push_mailings.WebHome]]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. 11 - 12 -(% class="box infomessage" %) 13 -((( 14 -**Note:** The Polls module is an additional functionality that is not provided by default. To enable surveys contact your manager. 15 -))) 16 - 17 -== Creating a survey == 18 - 19 -To create a survey select the section in the main menu **Polls** and create a new survey (the **Create a new poll** button). 20 - 21 -|(% style="border-color:white; width:603px" %)The survey may contain one or more of the following types of questions:|(% style="border-color:white; width:835px" %){{lightbox image="1.png" width="200"/}} 22 -|(% style="border-color:white; width:603px" %)((( 23 -* **Single choice.** Choosing one answer from the list. 24 -)))|(% style="border-color:white; width:835px" %){{lightbox image="2.png"/}} 25 -|(% style="border-color:white; width:603px" %)((( 26 -* **Multiple choice. **Choosing several answers from the list.// //It is possible to limit the number of simultaneously chosen answers. 27 -)))|(% style="border-color:white; width:835px" %){{lightbox image="3.png"/}} 28 -|(% style="border-color:white; width:603px" %)((( 29 -* **Matrix. **The main question and a table consisting of sub-questions and answers. 30 -)))|(% style="border-color:white; width:835px" %){{lightbox image="4.png"/}} 31 -|(% style="border-color:white; width:603px" %)((( 32 -* **Open question.** The Customer independently formulates a detailed answer. 33 -)))|(% style="border-color:white; width:835px" %){{lightbox image="5.png"/}} 34 -|(% style="border-color:white; width:603px" %)((( 35 -* **Text.** A block for additional information or expression of gratitude. 36 -)))|(% style="border-color:white; width:835px" %){{lightbox image="6.png"/}} 37 -|(% style="border-color:white; width:603px" %)To select a question type, drag it from the right column of the menu to the main field for forming a survey. 38 -In each preset you can customize the following::((( 39 -1. The obligation to answer the question. 40 -1. Conditions for the question visibility. 41 -)))|(% style="border-color:white; width:835px" %){{lightbox image="7.png" width="1000"/}} 42 -|(% style="border-color:white; width:603px" %)((( 43 -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). 44 - 45 -{{showhide showmessage="Show survey example" hidemessage="Hide survey example"}} 46 -|(% style="border-color:white; text-align:center; vertical-align:middle" %){{lightbox image="Questions.png" width="500"/}} 47 -{{/showhide}} 48 -)))|(% style="border-color:white; width:835px" %){{lightbox image="8.png"/}} 49 - 50 -((( 51 -== Sending a survey to Customers == 52 - 53 -The survey can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps: 54 - 55 -1. Users creates and save a survey following the instructions above. 56 -1. Users generate [[mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.WebHome]] 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: 57 - 58 -(% class="box" %) 59 -((( 60 -##~{~{client.poll('Poll_name')}}## 61 -))) 62 - 63 -The link address will be generated in the form: 64 - 65 -(% class="box" %) 66 -((( 67 -##https:~/~/app.loymaxsc.net/vote/?the unique identifier of the survey for the client## 68 -))) 69 - 70 -A unique link is generated for each Customer. 71 - 72 -In [[email mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.Emails.WebHome]] you can make a link clickable and changthe link text in two ways: 73 - 74 -**Method 1** 75 - 76 -Proceed to editing the source code: 77 - 78 -|(% style="border-color:white" %){{lightbox image="9.png"/}} 79 - 80 -And generate a code like: 81 - 82 -(% class="box" %) 83 -((( 84 -##<a href="~{~{client.poll('Survey_name')}}">link text</a>## 85 -))) 86 - 87 -In this case, an HTML code of the form will be generated: 88 - 89 -(% class="box" %) 90 -((( 91 -##<a href="https:~/~/app.loymaxsc.net/vote/?unique survey identifier for the client">link text</a>## 92 -))) 93 - 94 -**Method 2** 95 - 96 -Select the word and choose **Insert a link** in the panel. In the URL field, insert the macro, where name = survey name: 97 - 98 -(% class="box" %) 99 -((( 100 -##~{~{client.poll('name')}}## 101 -))) 102 - 103 -Then click **Insert**. 104 - 105 -The image below shows an example of sending a link to a survey via email using method 2. 106 - 107 -{{lightbox image="10.png"/}} 108 - 109 -(% class="wikigeneratedid" %) 110 -Example of sending a link to a survey via SMS: 111 - 112 -|(% style="border-color:white" %){{lightbox image="11.png"/}} 113 - 114 -== Poll results == 115 - 116 -To view the poll results, select the survey you are interested in from the list of surveys and click the button **Report**. 117 - 118 -|(% style="border-color:white" %){{lightbox image="Report.png" width="1000"/}} 119 - 120 -The page displays: 121 - 122 -* Question text; 123 -* A list of answer options, the number and percentage of the Customers for each option. 124 -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. 125 - 126 -The Poll report is available for export to a file. Possible options for exporting report data: 127 - 128 -* Raw data, 129 -* Aggregated, 130 -* Aggregated by retail facilities. 131 - 132 -Formats for export: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML. 133 - 134 -== Working with Polls in the Customer Profile == 135 - 136 -The Polls tab in the [[Customer Profile>>doc:Main.Using.Smart_Communications.Customers.All_clients.WebHome||anchor="07"]] provides an overview of the surveys assigned to the Customer and their corresponding answers to the questions: 137 - 138 -|(% style="border-color:white" %){{lightbox image="Survey1.png" width="1000"/}} 139 - 140 -== Using Polls in the Segment Builder == 141 - 142 -Polls data can be used for filtering when building segments in [[segment builder>>doc:Main.Using.Smart_Communications.Customers.User_segments.Segment_builder.WebHome]] (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: 143 - 144 -* Participated in the poll;A 145 -* The value of the answer in the poll. 146 - 147 -Example of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] generation based on the poll data: 148 - 149 -|(% style="border-color:white" %){{lightbox image="Segment11.png"/}} 150 -))) 151 - 152 -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.