Loymax, 2025

Changes for page 5. Опросы


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From version < 12.1 >
edited by Вера Ретьева
on 05/06/2024 13:04
To version < 13.1 >
edited by Вера Ретьева
on 05/06/2024 13:37
>
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... ... @@ -48,12 +48,12 @@
48 48  )))|(% style="border-color:white; width:835px" %){{lightbox image="8.png"/}}
49 49  
50 50  (((
51 -== Sending a survey to customers ==
51 +== Sending a poll to customers ==
52 52  
53 -The survey can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps:
53 +The poll can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps:
54 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:
55 +1. Users create and save a poll following the instructions above.
56 +1. Users generate a [[mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.WebHome]] to deliver a message (containing a link to the poll) to customers. There is a need to insert a link to the poll in the mailing using the macro:
57 57  
58 58  (% class="box" %)
59 59  (((
... ... @@ -60,7 +60,7 @@
60 60  ##~{~{client.poll('Poll_name')}}##
61 61  )))
62 62  
63 -The link address will be generated in the form:
63 +The link address of the following form will be generated:
64 64  
65 65  (% class="box" %)
66 66  (((
... ... @@ -69,7 +69,7 @@
69 69  
70 70  A unique link is generated for each Customer.
71 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:
72 +In [[email mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.Emails.WebHome]] you can make a link clickable and change the link text in two ways:
73 73  
74 74  **Method 1**
75 75  
... ... @@ -77,7 +77,7 @@
77 77  
78 78  |(% style="border-color:white" %){{lightbox image="9.png"/}}
79 79  
80 -And generate a code like:
80 +And generate a code that looks like:
81 81  
82 82  (% class="box" %)
83 83  (((
... ... @@ -84,7 +84,7 @@
84 84  ##<a href="~{~{client.poll('Survey_name')}}">link text</a>##
85 85  )))
86 86  
87 -In this case, an HTML code of the form will be generated:
87 +In this case, an HTML code of the following form will be generated:
88 88  
89 89  (% class="box" %)
90 90  (((
... ... @@ -93,7 +93,7 @@
93 93  
94 94  **Method 2**
95 95  
96 -Select the word and choose **Insert a link** in the panel. In the URL field, insert the macro, where name = survey name:
96 +Select the required word and select **Insert a link** in the top panel. In the URL field, insert the macro, where **name** = poll name:
97 97  
98 98  (% class="box" %)
99 99  (((
... ... @@ -102,28 +102,28 @@
102 102  
103 103  Then click **Insert**.
104 104  
105 -The image below shows an example of sending a link to a survey via email using method 2.
105 +The image below shows an example of sending a link to a poll by email using method 2.
106 106  
107 107  {{lightbox image="10.png"/}}
108 108  
109 109  (% class="wikigeneratedid" %)
110 -Example of sending a link to a survey via SMS:
110 +Example of sending a link to a poll by SMS:
111 111  
112 112  |(% style="border-color:white" %){{lightbox image="11.png"/}}
113 113  
114 114  == Poll results ==
115 115  
116 -To view the poll results, select the survey you are interested in from the list of surveys and click the button **Report**.
116 +To view the poll results, select the poll you are interested in from the list of polls and click the **Report **button.
117 117  
118 118  |(% style="border-color:white" %){{lightbox image="Report.png" width="1000"/}}
119 119  
120 -The page displays:
120 +The page displays the following information:
121 121  
122 122  * 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.
123 +* A list of answer options, the number and percentage of customers for each option.
124 +There is a "magnifying glass" icon next to each option for downloading a list of customers who have chosen this option. If there are several questions in the poll, their results are displayed being grouped by question one below the other.
125 125  
126 -The Poll report is available for export to a file. Possible options for exporting report data:
126 +The Poll report is available for exporting to a file. Available options for exporting the report data:
127 127  
128 128  * Raw data,
129 129  * Aggregated,
... ... @@ -131,17 +131,17 @@
131 131  
132 132  Formats for export: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.
133 133  
134 -== Working with Polls in the Customer Profile ==
134 +== Working with polls in the Customer Profile ==
135 135  
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:
136 +The Polls tab in the [[Customer Profile>>doc:Main.Using.Smart_Communications.Customers.All_clients.WebHome||anchor="07"]] provides an overview of the polls assigned to this customer and how the customer responded to each question:
137 137  
138 138  |(% style="border-color:white" %){{lightbox image="Survey1.png" width="1000"/}}
139 139  
140 -== Using Polls in the Segment Builder ==
140 +== Using polls in the Segment Builder ==
141 141  
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:
142 +Polls data can be used for filtering when building segments in the [[segment builder>>doc:Main.Using.Smart_Communications.Customers.User_segments.Segment_builder.WebHome]] (for example, "Show customers who chose answer Z  to question Y in poll X"). The Segment Builder uses the **Polls** group to work with poll data. Available group filters:
143 143  
144 -* Participated in the poll;A
144 +* Participated in the poll;
145 145  * The value of the answer in the poll.
146 146  
147 147  Example of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] generation based on the poll data:
... ... @@ -149,4 +149,4 @@
149 149  |(% style="border-color:white" %){{lightbox image="Segment11.png"/}}
150 150  )))
151 151  
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.
152 +In this example, the segment will be based on the condition "Participated in the poll". The segment will include the customers who took part in the "Customer Satisfaction with the Store" poll.

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