Loymax, 2025

Changes for page 5. Опросы

From version < 2.1 >

edited by Александр Залогов
on 29/05/2024 14:44

To version < 14.1

edited by Вера Ретьева
on 05/06/2024 13:48

Change comment: There is no comment for this version

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--XWiki.azalogov
++XWiki.vretyeva

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  (% class="lead" %)
--The Poll module allows to conduct surveys in the System among LP Members.
++The Polls module allows to conduct surveys in the System among customers.
  **Contents:**
  {{toc depth="2" start="2"/}}
--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]].
++The poll consists of one or more questions for which a certain number of answers are available. Information on the customer participation in the poll and 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]].
--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.
++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 take a 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 that it is impossible.
  (% class="box infomessage" %)
  (((
--**Note:** The Poll module is an additional functionality that is not provided by default. To enable surveys contact your manager.
++**Note:** The Polls module is an additional functionality that is not provided by default. To enable polls contact your manager.
  )))
--== Creating a survey ==
++== Creating a poll ==
--To create a survey select the section in the main menu **Polls** and create a new survey (the **Create a new poll** button).
++To create a poll, select the **Polls **section in the main menu and create a new poll by clicking the **Create a new poll** button.
--|(% 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"/}}
++|(% style="border-color:white; width:603px" %)The poll may contain one or more of the following types of questions:|(% style="border-color:white; width:835px" %){{lightbox image="1.png" width="200"/}}
  |(% style="border-color:white; width:603px" %)(((
--* **Choice.** Choosing one answer from the list.
--)))|(% style="border-color:white; width:835px" %){{lightbox image="01.png"/}}
++* **Single choice.** Choosing one answer from the list.
++)))|(% style="border-color:white; width:835px" %){{lightbox image="2.png"/}}
  |(% style="border-color:white; width:603px" %)(((
--* **Multiple choice. **Choosing several answers from the list.// //It is possible to limit the number of simultaneously chosen answers.
--)))|(% style="border-color:white; width:835px" %){{lightbox image="02.png"/}}
++* **Multiple choice. **Choosing several answers from the list.// //It is possible to limit the number of answers.
++)))|(% style="border-color:white; width:835px" %){{lightbox image="3.png"/}}
  |(% style="border-color:white; width:603px" %)(((
  * **Matrix. **The main question and a table consisting of sub-questions and answers.
--)))|(% style="border-color:white; width:835px" %){{lightbox image="03.png"/}}
++)))|(% style="border-color:white; width:835px" %){{lightbox image="4.png"/}}
  |(% style="border-color:white; width:603px" %)(((
--* **An open question.** The client independently formulates a detailed answer.
--)))|(% style="border-color:white; width:835px" %){{lightbox image="04.png"/}}
++* **Open question.** The customer formulates a detailed answer on one's own.
++)))|(% style="border-color:white; width:835px" %){{lightbox image="5.png"/}}
  |(% style="border-color:white; width:603px" %)(((
--* **Text.** A block for additional information or expression of gratitude.
--)))|(% style="border-color:white; width:835px" %){{lightbox image="05.png"/}}
--|(% 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.
--There is option to customize for each question:(((
--1. The obligation to answer the question.
++* **Text.** A block for additional information or thank you message.
++)))|(% style="border-color:white; width:835px" %){{lightbox image="6.png"/}}
++|(% 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 poll generation.
++In each preset you can customize the following:(((
++1. Necessity to answer the question.
 . Conditions for the question visibility.
--)))|(% style="border-color:white; width:835px" %){{lightbox image="06.png" width="1000"/}}
++)))|(% style="border-color:white; width:835px" %){{lightbox image="7.png" width="1000"/}}
  |(% style="border-color:white; width:603px" %)(((
--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).
++The poll can be saved, canceled or tested. The test allows you to check how the poll will look to customers, and whether it works with the in-built logic (conditions for the question visibility).
--{{showhide showmessage="Show an example of the appearance of the survey" hidemessage="Hide an example of the appearance of the survey"}}
++{{showhide showmessage="Show survey example" hidemessage="Hide survey example"}}
  |(% style="border-color:white; text-align:center; vertical-align:middle" %){{lightbox image="Questions.png" width="500"/}}
  {{/showhide}}
--)))|(% style="border-color:white; width:835px" %){{lightbox image="07.png"/}}
++)))|(% style="border-color:white; width:835px" %){{lightbox image="8.png"/}}
  (((
--== Sending a survey to clients ==
++== Sending a poll to customers ==
--The survey can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps:
++The poll can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps:
--1. The user creates and saves a survey following the instructions above.
--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:
++1. Users create and save a poll following the instructions above.
++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:
  (% class="box" %)
  (((
@@ -60,7 +60,7 @@
  ##~{~{client.poll('Poll_name')}}##
  )))
--The link address will be generated in the form:
++The link address of the following form will be generated:
  (% class="box" %)
  (((
@@ -67,17 +67,17 @@
  ##https:~/~/app.loymaxsc.net/vote/?the unique identifier of the survey for the client##
  )))
--A unique link is generated for each client.
++A unique link is generated for each сustomer.
--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:
++In the [[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:
  **Method 1**
  Proceed to editing the source code:
--|(% style="border-color:white" %){{lightbox image="Mailing1.png"/}}
++|(% style="border-color:white" %){{lightbox image="9.png"/}}
--And generate a code like:
++And generate a code that looks like:
  (% class="box" %)
  (((
@@ -84,7 +84,7 @@
  ##<a href="~{~{client.poll('Survey_name')}}">link text</a>##
  )))
--In this case, an HTML code of the form will be generated:
++In this case, an HTML code of the following form will be generated:
  (% class="box" %)
  (((
@@ -93,7 +93,7 @@
  **Method 2**
--Select the word and choose **Insert a link** in the panel. In the URL field, insert the macro, where name = survey name:
++Select the required word and select **Insert a link** in the top panel. In the URL field, insert the macro, where **name** = poll name:
  (% class="box" %)
  (((
@@ -100,54 +100,53 @@
  ##~{~{client.poll('name')}}##
  )))
--Proceed to click **Insert**.
++Then click **Insert**.
--The image below shows an example of sending a link to a survey via email using method 2.
++The image below shows an example of sending a link to a poll by email using method 2.
--{{lightbox image="Mailing5.png" width="800"/}}
++{{lightbox image="10.png"/}}
  (% class="wikigeneratedid" %)
--Example of sending a link to a survey via SMS:
++Example of sending a link to a poll by SMS:
--|(% style="border-color:white" %){{lightbox image="SMSmailing.png"/}}
++|(% style="border-color:white" %){{lightbox image="11.png"/}}
  == Poll results ==
--To view the poll results, select the survey you are interested in from the list of surveys and click the button **Report**.
++To view the poll results, select the poll you are interested in from the list of polls and click the **Report **button.
  |(% style="border-color:white" %){{lightbox image="Report.png" width="1000"/}}
--The page displays:
++The page displays the following information:
  * 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.
++* A list of answer options, the number and percentage of customers for each option.
++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.
--The Poll report is available for uploading to a file. Possible options for exporting report data:
++The Poll report is available for exporting to a file. Available options for exporting the report data:
  * Raw data,
  * Aggregated,
  * Aggregated by retail facilities.
--Formats for uploading: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.
++Formats for export: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.
--== Working with the Poll in the Client Profile ==
++== Working with polls in the Customer Profile ==
--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:
++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:
  |(% style="border-color:white" %){{lightbox image="Survey1.png" width="1000"/}}
--== Using Polls in the Segment Builder ==
++== Using polls in the Segment Builder ==
--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:
++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:
  * Participated in the poll;
  * The value of the answer in the poll.
--An example of the formation of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] based on a poll:
++Example of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] generation based on the poll data:
  |(% style="border-color:white" %){{lightbox image="Segment11.png"/}}
  )))
--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.
--
++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.

Created 14/12/2023 05:48
Last edited 05/06/2024 13:48

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