Wiki source code of 5. Опросы
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1.2 | 1 | (% class="lead" %) |
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63.1 | 2 | The Polls module allows to conduct surveys in the System among customers. |
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1.1 | 3 | |
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63.1 | 4 | **Contents:** |
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22.2 | 5 | |
| 6 | {{toc depth="2" start="2"/}} | ||
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63.1 | 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]]. |
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1.1 | 9 | |
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63.1 | 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. |
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1.1 | 11 | |
| 12 | (% class="box infomessage" %) | ||
| 13 | ((( | ||
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63.1 | 14 | **Note:** The Polls module is an additional functionality that is not provided by default. To enable polls contact your manager. |
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1.1 | 15 | ))) |
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63.1 | 17 | == Creating a poll == |
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59.1 | 18 | |
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63.1 | 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. |
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59.1 | 20 | |
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63.1 | 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"/}} |
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13.4 | 22 | |(% style="border-color:white; width:603px" %)((( |
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63.1 | 23 | * **Single choice.** Choosing one answer from the list. |
| 24 | )))|(% style="border-color:white; width:835px" %){{lightbox image="2.png"/}} | ||
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13.4 | 25 | |(% style="border-color:white; width:603px" %)((( |
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63.1 | 26 | * **Multiple choice. **Choosing several answers from the list.// //It is possible to limit the number of answers. |
| 27 | )))|(% style="border-color:white; width:835px" %){{lightbox image="3.png"/}} | ||
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13.4 | 28 | |(% style="border-color:white; width:603px" %)((( |
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63.1 | 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"/}} | ||
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13.4 | 31 | |(% style="border-color:white; width:603px" %)((( |
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63.1 | 32 | * **Open question.** The customer formulates a detailed answer on one's own. |
| 33 | )))|(% style="border-color:white; width:835px" %){{lightbox image="5.png"/}} | ||
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13.4 | 34 | |(% style="border-color:white; width:603px" %)((( |
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63.1 | 35 | * **Text.** A block for additional information or thank you message. |
| 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 poll generation. | ||
| 38 | In each preset you can customize the following:((( | ||
| 39 | 1. Necessity to answer the question. | ||
| 40 | 1. Conditions for the question visibility. | ||
| 41 | )))|(% style="border-color:white; width:835px" %){{lightbox image="7.png" width="1000"/}} | ||
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13.5 | 42 | |(% style="border-color:white; width:603px" %)((( |
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63.1 | 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). |
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1.1 | 44 | |
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63.1 | 45 | {{showhide showmessage="Show survey example" hidemessage="Hide survey example"}} |
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13.4 | 46 | |(% style="border-color:white; text-align:center; vertical-align:middle" %){{lightbox image="Questions.png" width="500"/}} |
| 47 | {{/showhide}} | ||
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63.1 | 48 | )))|(% style="border-color:white; width:835px" %){{lightbox image="8.png"/}} |
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13.4 | 49 | |
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13.5 | 50 | ((( |
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63.1 | 51 | == Sending a poll to customers == |
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1.1 | 52 | |
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63.1 | 53 | The poll can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps: |
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1.1 | 54 | |
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63.1 | 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: | ||
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1.1 | 57 | |
| 58 | (% class="box" %) | ||
| 59 | ((( | ||
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63.1 | 60 | ##~{~{client.poll('Poll_name')}}## |
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1.1 | 61 | ))) |
| 62 | |||
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63.1 | 63 | The link address of the following form will be generated: |
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1.1 | 64 | |
| 65 | (% class="box" %) | ||
| 66 | ((( | ||
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63.1 | 67 | ##https:~/~/app.loymaxsc.net/vote/?the unique identifier of the survey for the client## |
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1.1 | 68 | ))) |
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63.1 | 70 | A unique link is generated for each сustomer. |
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1.1 | 71 | |
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63.1 | 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: |
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1.1 | 73 | |
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63.1 | 74 | **Method 1** |
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1.1 | 75 | |
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63.1 | 76 | Proceed to editing the source code: |
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1.1 | 77 | |
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63.1 | 78 | |(% style="border-color:white" %){{lightbox image="9.png"/}} |
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1.1 | 79 | |
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63.1 | 80 | And generate a code that looks like: |
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1.1 | 81 | |
| 82 | (% class="box" %) | ||
| 83 | ((( | ||
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63.1 | 84 | ##<a href="~{~{client.poll('Survey_name')}}">link text</a>## |
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1.1 | 85 | ))) |
| 86 | |||
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63.1 | 87 | In this case, an HTML code of the following form will be generated: |
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1.1 | 88 | |
| 89 | (% class="box" %) | ||
| 90 | ((( | ||
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63.1 | 91 | ##<a href="https:~/~/app.loymaxsc.net/vote/?unique survey identifier for the client">link text</a>## |
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1.1 | 92 | ))) |
| 93 | |||
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63.1 | 94 | **Method 2** |
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1.1 | 95 | |
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63.1 | 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: |
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1.1 | 97 | |
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1.5 | 98 | (% class="box" %) |
| 99 | ((( | ||
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63.1 | 100 | ##~{~{client.poll('name')}}## |
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1.5 | 101 | ))) |
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1.1 | 102 | |
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63.1 | 103 | Then click **Insert**. |
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1.1 | 104 | |
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63.1 | 105 | The image below shows an example of sending a link to a poll by email using method 2. |
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18.1 | 106 | |
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63.1 | 107 | {{lightbox image="10.png"/}} |
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1.1 | 108 | |
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18.1 | 109 | (% class="wikigeneratedid" %) |
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63.1 | 110 | Example of sending a link to a poll by SMS: |
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1.1 | 111 | |
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63.1 | 112 | |(% style="border-color:white" %){{lightbox image="11.png"/}} |
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1.1 | 113 | |
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63.1 | 114 | == Poll results == |
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1.1 | 115 | |
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63.1 | 116 | To view the poll results, select the poll you are interested in from the list of polls and click the **Report **button. |
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1.1 | 117 | |
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28.1 | 118 | |(% style="border-color:white" %){{lightbox image="Report.png" width="1000"/}} |
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1.1 | 119 | |
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63.1 | 120 | The page displays the following information: |
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1.1 | 121 | |
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63.1 | 122 | * Question text; |
| 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. | ||
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1.1 | 125 | |
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63.1 | 126 | The Poll report is available for exporting to a file. Available options for exporting the report data: |
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21.4 | 127 | |
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63.1 | 128 | * Raw data, |
| 129 | * Aggregated, | ||
| 130 | * Aggregated by retail facilities. | ||
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21.4 | 131 | |
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63.1 | 132 | Formats for export: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML. |
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21.4 | 133 | |
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63.1 | 134 | == Working with polls in the Customer Profile == |
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1.1 | 135 | |
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63.1 | 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: |
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1.1 | 137 | |
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28.1 | 138 | |(% style="border-color:white" %){{lightbox image="Survey1.png" width="1000"/}} |
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1.1 | 139 | |
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63.1 | 140 | == Using polls in the Segment Builder == |
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1.1 | 141 | |
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63.1 | 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: |
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1.1 | 143 | |
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63.1 | 144 | * Participated in the poll; |
| 145 | * The value of the answer in the poll. | ||
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1.1 | 146 | |
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63.1 | 147 | Example of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] generation based on the poll data: |
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27.2 | 148 | |
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28.1 | 149 | |(% style="border-color:white" %){{lightbox image="Segment11.png"/}} |
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10.4 | 150 | ))) |
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33.1 | 151 | |
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63.1 | 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. |