Loymax, 2025

Changes for page 5. Опросы


<
From version < 4.4 >
edited by Александр Залогов
on 05/06/2024 10:53
To version < 3.1 >
edited by Александр Залогов
on 29/05/2024 14:45
>
Change comment: There is no comment for this version

Summary

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Content
... ... @@ -1,17 +1,17 @@
1 1  (% class="lead" %)
2 -The Polls module allows to conduct surveys in the System among Customers.
2 +The Poll module allows to conduct surveys in the System among LP Members.
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 [[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]].
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 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 >>doc:Main.Using.Smart_Communications.Mass_mailings.Push_mailings.WebHome]]mailings. Each LP Member 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.
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 >>doc:Main.Using.Smart_Communications.Mass_mailings.Push_mailings.WebHome]]mailings. 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 11  
12 12  (% class="box infomessage" %)
13 13  (((
14 -**Note:** The Polls module is an additional functionality that is not provided by default. To enable surveys contact your manager.
14 +**Note:** The Poll 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 ==
... ... @@ -18,27 +18,27 @@
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="1.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="set.png" width="200"/}}
22 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"/}}
23 +* **Choice.** Choosing one answer from the list.
24 +)))|(% style="border-color:white; width:835px" %){{lightbox image="01.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="3.png"/}}
27 +)))|(% style="border-color:white; width:835px" %){{lightbox image="02.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="4.png"/}}
30 +)))|(% style="border-color:white; width:835px" %){{lightbox image="03.png"/}}
31 31  |(% style="border-color:white; width:603px" %)(((
32 -* **An open question.** The Customer independently formulates a detailed answer.
33 -)))|(% style="border-color:white; width:835px" %){{lightbox image="5.png"/}}
32 +* **An open question.** The client independently formulates a detailed answer.
33 +)))|(% style="border-color:white; width:835px" %){{lightbox image="04.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="6.png"/}}
36 +)))|(% style="border-color:white; width:835px" %){{lightbox image="05.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 38  There is option to customize for each question:(((
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="7.png" width="1000"/}}
41 +)))|(% style="border-color:white; width:835px" %){{lightbox image="06.png" width="1000"/}}
42 42  |(% style="border-color:white; width:603px" %)(((
43 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 44  
... ... @@ -45,10 +45,10 @@
45 45  {{showhide showmessage="Show an example of the appearance of the survey" hidemessage="Hide an example of the appearance of the survey"}}
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="8.png"/}}
48 +)))|(% style="border-color:white; width:835px" %){{lightbox image="07.png"/}}
49 49  
50 50  (((
51 -== Sending a survey to Customers ==
51 +== Sending a survey to clients ==
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  
... ... @@ -67,7 +67,7 @@
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 Customer.
70 +A unique link is generated for each client.
71 71  
72 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  
... ... @@ -131,9 +131,9 @@
131 131  
132 132  Formats for uploading: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.
133 133  
134 -== Working with Polls in the Customer Profile ==
134 +== Working with the Poll in the Client 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 [[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:
137 137  
138 138  |(% style="border-color:white" %){{lightbox image="Survey1.png" width="1000"/}}
139 139  

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