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1		-XWiki.azalogov
	1	+XWiki.azanina

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1		-(% class="lead" %)
2		-The Poll module allows to conduct surveys in the System among LP Members.
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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 LP Members in the poll with the selected answers is saved in their [[Client 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 LP Member receives a link by clicking on which he can complete the survey via [[email->>doc:Main.Using.Smart_Communications.Mass_mailings.Emails.WebHome]], [[SMS->>doc:Main.Using.Smart_Communications.Mass_mailings.SMS_mailings.WebHome]] or [[push mailings>>doc:Main.Using.Smart_Communications.Mass_mailings.Push_mailings.WebHome]]. 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.
11		-
12		-(% class="box infomessage" %)
13		-(((
14		-**Note:** The Poll 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="set.png" width="200"/}}
22		-|(% style="border-color:white; width:603px" %)(((
23		-* **Choice.** Choosing one answer from the list.
24		-)))|(% style="border-color:white; width:835px" %){{lightbox image="01.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="02.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="03.png"/}}
31		-|(% style="border-color:white; width:603px" %)(((
32		-* **An open question.** The client independently formulates a detailed answer.
33		-)))|(% style="border-color:white; width:835px" %){{lightbox image="04.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="05.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		-There is option to customize for each question:(((
39		-1. The obligation to answer the question.
40		-1. Conditions for the question visibility.
41		-)))|(% style="border-color:white; width:835px" %){{lightbox image="06.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 LP Members, and whether the it works with the embedded logic embedded (conditions for the question visibility).
44		-
45		-{{showhide showmessage="Show an example of the appearance of the survey" hidemessage="Hide an example of the appearance of the survey"}}
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="07.png"/}}
49		-
50		-(((
51		-== Sending a survey to clients ==
52		-
53		-The survey can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps:
54		-
55		-1. The user creates and saves a survey following the instructions above.
56		-1. The user generates [[mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.WebHome]] 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:
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 client.
71		-
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		-
74		-**Method 1**
75		-
76		-Proceed to editing the source code:
77		-
78		-|(% style="border-color:white" %){{lightbox image="Mailing1.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		-Proceed to 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="Mailing5.png" width="800"/}}
108		-
109		-(% class="wikigeneratedid" %)
110		-Example of sending a link to a survey via SMS:
111		-
112		-|(% style="border-color:white" %){{lightbox image="SMSmailing.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 LP Members who chose each option.
124		-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.
125		-
126		-The Poll report is available for uploading to a file. Possible options for exporting report data:
127		-
128		-* Raw data,
129		-* Aggregated,
130		-* Aggregated by retail facilities.
131		-
132		-Formats for uploading: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.
133		-
134		-== Working with the Poll in the Client Profile ==
135		-
136		-The Polls tab in the [[Client Profile>>doc:Main.Using.Smart_Communications.Customers.All_clients.WebHome||anchor="07"]] provides an overview of the surveys assigned to the client 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 to question Z 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;
145		-* The value of the answer in the poll.
146		-
147		-An example of the formation of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] based on a poll:
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 report will include the LP Members who took part in the "Customer Satisfaction with the store" poll.
153		-