Changes for page 5. Опросы
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... ... @@ -1,17 +1,17 @@ 1 1 (% class="lead" %) 2 -The Poll module allows to conduct surveys in the System among LP Members.2 +The Polls module allows to conduct surveys in the System among Customers. 3 3 4 4 **Contents:** 5 5 6 6 {{toc depth="2" start="2"/}} 7 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]].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 9 10 -The LP Member receivesa linkby 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]]pushmailings>>doc:Main.Using.Smart_Communications.Mass_mailings.Push_mailings.WebHome]]. EachLP Member can take the same survey only once. Should theclient attempt to take the same survey again, they will receive a message informing them that this is not possible.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 11 12 12 (% class="box infomessage" %) 13 13 ((( 14 -**Note:** The Poll module is an additional functionality that is not provided by default. To enable surveys contact your manager. 14 +**Note:** The Polls module is an additional functionality that is not provided by default. To enable surveys contact your manager. 15 15 ))) 16 16 17 17 == Creating a survey == ... ... @@ -18,42 +18,42 @@ 18 18 19 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 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"/}}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 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"/}}23 +* **Single choice.** Choosing one answer from the list. 24 +)))|(% style="border-color:white; width:835px" %){{lightbox image="2.png"/}} 25 25 |(% style="border-color:white; width:603px" %)((( 26 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"/}}27 +)))|(% style="border-color:white; width:835px" %){{lightbox image="3.png"/}} 28 28 |(% style="border-color:white; width:603px" %)((( 29 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"/}}30 +)))|(% style="border-color:white; width:835px" %){{lightbox image="4.png"/}} 31 31 |(% style="border-color:white; width:603px" %)((( 32 -* ** An open question.** Theclient independently formulates a detailed answer.33 -)))|(% style="border-color:white; width:835px" %){{lightbox image=" 04.png"/}}32 +* **Open question.** The Customer independently formulates a detailed answer. 33 +)))|(% style="border-color:white; width:835px" %){{lightbox image="5.png"/}} 34 34 |(% style="border-color:white; width:603px" %)((( 35 35 * **Text.** A block for additional information or expression of gratitude. 36 -)))|(% style="border-color:white; width:835px" %){{lightbox image=" 05.png"/}}36 +)))|(% style="border-color:white; width:835px" %){{lightbox image="6.png"/}} 37 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 - Thereisoptionto customizefor eachquestion:(((38 +In each preset you can customize the following::((( 39 39 1. The obligation to answer the question. 40 40 1. Conditions for the question visibility. 41 -)))|(% style="border-color:white; width:835px" %){{lightbox image=" 06.png" width="1000"/}}41 +)))|(% style="border-color:white; width:835px" %){{lightbox image="7.png" width="1000"/}} 42 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 whethertheit works with theembeddedlogicembedded(conditions for the question visibility).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 44 45 -{{showhide showmessage="Show anexampleof the appearance of the survey" hidemessage="Hideanexampleof the appearance of the survey"}}45 +{{showhide showmessage="Show survey example" hidemessage="Hide survey example"}} 46 46 |(% style="border-color:white; text-align:center; vertical-align:middle" %){{lightbox image="Questions.png" width="500"/}} 47 47 {{/showhide}} 48 -)))|(% style="border-color:white; width:835px" %){{lightbox image=" 07.png"/}}48 +)))|(% style="border-color:white; width:835px" %){{lightbox image="8.png"/}} 49 49 50 50 ((( 51 -== Sending a survey to clients ==51 +== Sending a survey to Customers == 52 52 53 53 The survey can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps: 54 54 55 -1. The user creates and savesa survey following the instructions above.56 -1. The user generates[[mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.WebHome]] to deliver a message toLP Members with link to the survey. You need to insert a link to the survey in the mailing using the macro: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 57 58 58 (% class="box" %) 59 59 ((( ... ... @@ -67,15 +67,15 @@ 67 67 ##https:~/~/app.loymaxsc.net/vote/?the unique identifier of the survey for the client## 68 68 ))) 69 69 70 -A unique link is generated for each client.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 chang ethe 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 changthe link text in two ways: 73 73 74 74 **Method 1** 75 75 76 76 Proceed to editing the source code: 77 77 78 -|(% style="border-color:white" %){{lightbox image=" Mailing1.png"/}}78 +|(% style="border-color:white" %){{lightbox image="9.png"/}} 79 79 80 80 And generate a code like: 81 81 ... ... @@ -100,7 +100,7 @@ 100 100 ##~{~{client.poll('name')}}## 101 101 ))) 102 102 103 - Proceedtoclick **Insert**.103 +Then click **Insert**. 104 104 105 105 The image below shows an example of sending a link to a survey via email using method 2. 106 106 ... ... @@ -120,34 +120,33 @@ 120 120 The page displays: 121 121 122 122 * Question text; 123 -* A list of answer options, the number and percentage of the LP Memberswhochoseeach 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.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. 125 125 126 -The Poll report is available for uploadingto a file. Possible options for exporting report data:126 +The Poll report is available for export to a file. Possible options for exporting report data: 127 127 128 128 * Raw data, 129 129 * Aggregated, 130 130 * Aggregated by retail facilities. 131 131 132 -Formats for uploading: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.132 +Formats for export: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML. 133 133 134 -== Working with thePoll in the Client Profile ==134 +== Working with Polls in the Customer Profile == 135 135 136 -The Polls tab in the [[C lient Profile>>doc:Main.Using.Smart_Communications.Customers.All_clients.WebHome||anchor="07"]] provides an overview of the surveys assigned to theclient 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 surveys assigned to the Customer and their corresponding answers to the questions: 137 137 138 138 |(% style="border-color:white" %){{lightbox image="Survey1.png" width="1000"/}} 139 139 140 140 == 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 to question Zin 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 [[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: 143 143 144 -* Participated in the poll; 144 +* Participated in the poll;A 145 145 * The value of the answer in the poll. 146 146 147 - An example ofthe formation of[[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] based onapoll:147 +Example of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] generation based on the poll data: 148 148 149 149 |(% 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 report will include the LP Members who took part in the "Customer Satisfaction with the store" poll. 153 - 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.