Changes for page 5. Опросы
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... ... @@ -1,17 +1,17 @@ 1 1 (% class="lead" %) 2 -The Poll smodule allows to conduct surveys in the System amongCustomers.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 Customers in the poll with the selected answers is saved in their [[CustomerProfiles>>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 Customersreceive a linkPush >>doc:Main.Using.Smart_Communications.Mass_mailings.Push_mailings.WebHome]]mailings by clicking on which they can complete the survey. EachCustomer can take the same survey only once. Should theCustomerattempt 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 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 11 12 12 (% class="box infomessage" %) 13 13 ((( 14 -**Note:** The Poll smodule 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 == ... ... @@ -18,42 +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:|(% 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 -* ** Open question.** TheCustomerindependently 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 - In eachpresetyoucan customizethefollowing::(((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 -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).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 -{{showhide showmessage="Show surveyexample" hidemessage="Hidesurveyexample"}}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 55 -1. Userscreates and save56 -1. UsersgenerateCustomers with link to the survey. You need to insert a link to the survey in the mailing using the macro: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 57 58 58 (% class="box" %) 59 59 ((( ... ... @@ -67,9 +67,9 @@ 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 -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: 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 74 74 **Method 1** 75 75 ... ... @@ -100,7 +100,7 @@ 100 100 ##~{~{client.poll('name')}}## 101 101 ))) 102 102 103 - Thenclick **Insert**.103 +Proceed to 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 ... ... @@ -120,33 +120,34 @@ 120 120 The page displays: 121 121 122 122 * Question text; 123 -* A list of answer options, the number and percentage of the Customersforeach 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.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. 125 125 126 -The Poll report is available for exportto a file. Possible options for exporting report data:126 +The Poll report is available for uploading 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 export: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.132 +Formats for uploading: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML. 133 133 134 -== Working with Poll sin the CustomerProfile ==134 +== Working with the Poll in the Client Profile == 135 135 136 -The Polls tab in the [[C ustomerProfile>>doc:Main.Using.Smart_Communications.Customers.All_clients.WebHome||anchor="07"]] provides an overview of the surveys assigned to theCustomerand 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"/}} 139 139 140 140 == 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 Zto questionYin 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 to question Z 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; A144 +* Participated in the poll; 145 145 * The value of the answer in the poll. 146 146 147 - Example of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]]generationbased onthepolldata:147 +An example of the formation of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] based on a poll: 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 segment will include the Customers who took part in the "Customer Satisfaction with the store" poll. 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 +