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... ... @@ -1,59 +1,59 @@ 1 1 (% class="lead" %) 2 -The Polls module allows to conduct surveys in the System among Customers.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 Customersin the pollwiththe 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 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]]. 9 9 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 cancompletethesurvey. EachLP Member can take the same survey only once. Should theCustomer attempt to take the same survey again, they will receive a messageinformingthem thatthisisnotpossible.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 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. 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 s urveyscontact your manager.14 +**Note:** The Polls module is an additional functionality that is not provided by default. To enable polls contact your manager. 15 15 ))) 16 16 17 -== Creating a survey==17 +== Creating a poll == 18 18 19 -To create a s urvey select the section in the main menu**Polls**and create a newsurvey(the **Create a new poll** button).19 +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. 20 20 21 -|(% style="border-color:white; width:603px" %)The surveymay 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 poll 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 23 * **Single choice.** Choosing one answer from the list. 24 24 )))|(% style="border-color:white; width:835px" %){{lightbox image="2.png"/}} 25 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.26 +* **Multiple choice. **Choosing several answers from the list.// //It is possible to limit the number of answers. 27 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 30 )))|(% style="border-color:white; width:835px" %){{lightbox image="4.png"/}} 31 31 |(% style="border-color:white; width:603px" %)((( 32 -* ** An open question.** TheCustomerindependentlyformulates a detailed answer.32 +* **Open question.** The customer formulates a detailed answer on one's own. 33 33 )))|(% style="border-color:white; width:835px" %){{lightbox image="5.png"/}} 34 34 |(% style="border-color:white; width:603px" %)((( 35 -* **Text.** A block for additional information or expression ofgratitude.35 +* **Text.** A block for additional information or thank you message. 36 36 )))|(% style="border-color:white; width:835px" %){{lightbox image="6.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 - Thereisoptionto customizefor eachquestion:(((39 -1. Theobligationto answer the question.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 poll generation. 38 +In each preset you can customize the following:((( 39 +1. Necessity to answer the question. 40 40 1. Conditions for the question visibility. 41 41 )))|(% style="border-color:white; width:835px" %){{lightbox image="7.png" width="1000"/}} 42 42 |(% style="border-color:white; width:603px" %)((( 43 -The surveycan be saved, canceled or tested. The test allows you to check how thesurveylooksforLP Members, and whethertheit works with theembeddedlogicembedded(conditions for the question visibility).43 +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). 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 48 )))|(% style="border-color:white; width:835px" %){{lightbox image="8.png"/}} 49 49 50 50 ((( 51 -== Sending a surveytoCustomers ==51 +== Sending a poll to customers == 52 52 53 -The surveycan 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. The user createsand savesasurveyfollowing the instructions above.56 -1. The user generates[[mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.WebHome]] to deliver a messagetoCustomers withlink to thesurvey.Youneed to insert a link to thesurveyin 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 ((( ... ... @@ -67,17 +67,17 @@ 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 сustomer. 71 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: 72 +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: 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 -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 choosesurveyname: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 ((( ... ... @@ -100,53 +100,53 @@ 100 100 ##~{~{client.poll('name')}}## 101 101 ))) 102 102 103 - Proceedtoclick **Insert**.103 +Then click **Insert**. 104 104 105 -The image below shows an example of sending a link to a surveyviaemail 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 -{{lightbox image=" Mailing5.png"width="800"/}}107 +{{lightbox image="10.png"/}} 108 108 109 109 (% class="wikigeneratedid" %) 110 -Example of sending a link to a surveyviaSMS:110 +Example of sending a link to a poll by SMS: 111 111 112 -|(% style="border-color:white" %){{lightbox image=" SMSmailing.png"/}}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 surveyyou are interested in from the list of surveysand click thebutton**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 Customerswhochoseeach option.124 - Next to eachansweroption is a "magnifying glass" icon for downloading a list ofthe Customers who have chosen this option. If there are several questions in thesurvey, 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 uploading 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, 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 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 s urveysassigned to theCustomer and theircorresponding answerstothe 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 theanswer to questionZinthesurveyX"). The Segment Builder uses the **Polls** group to work withPollsdata. 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: 143 143 144 144 * Participated in the poll; 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". Thereport will include theCustomers who took part in the "Customer Satisfaction with thestore" 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.