Loymax, 2026

Changes for page 5. Polls

From version 18.1
edited by Andrej Rylov
on 2026/01/21 04:34
Change comment: Renamed back-links.
To version 8.1
edited by Vera Retyeva
on 2025/07/02 08:22
Change comment: Upload new image "7.png", version 1.1

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1 -XWiki.arylov
1 +XWiki.VeraRetyeva
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1 1  (% class="lead" %)
2 -The Polls module allows to conduct surveys among customers registered in the System.
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 customer participation in the poll and the selected answers is saved in the [[Customer Profiles>>doc:Main.Smart_Communications.SMC_Use.Customers.All_customers.WebHome||anchor="HCustomerprofile"]]. This information can then be used in the [[Segment Builder>>doc:Main.Smart_Communications.SMC_Use.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 -Customers receive a link via [[email>>doc:Main.Usage.Smart_Communications.Mass_messaging.Email_mass_messaging.WebHome]], [[SMS>>doc:Main.Usage.Smart_Communications.Mass_messaging.SMS_mass_messaging.WebHome]] or [[Push>>doc:Main.Usage.Smart_Communications.Mass_messaging.Push_mass_messaging.WebHome]] mailings by clicking on which they can take a poll. Each customer can take the same poll only once. Should the customer attempt to take the same poll again, they will receive a message that it is impossible.
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  (((
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14 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 -(% class="wikigeneratedid" %)
18 -The list of all created polls can be viewed in the **Polls** section of the main menu. The following parameters are displayed for each poll:
19 -
20 -* **Date**;
21 -* **Poll** — contains an automatically generated identifier (identifier example: POLL-151) and name of the poll;
22 -* **Questions count**;
23 -* **Number of respondents**.
24 -
25 -(% class="wikigeneratedid" %)
26 -[[image:Polls_main.png]]
27 -
28 -|(% style="border-color:white; width:1066px" %)(((
29 -If to click on three dots at the end of the poll line, the following actions become available with the respective poll:
30 -
31 -* **Report viewing**;
32 -* **Editing**;
33 -* **Copying**;
34 -* **Removing**.
35 -)))|(% style="border-color:white; width:487px" %)[[image:Actions.png]]
36 -
37 37  == Creating a poll ==
38 38  
39 -To create a poll, select the **Polls **section in the main menu and create a new poll by clicking the **Create 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.
40 40  
41 41  |(% 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"/}}
42 42  |(% style="border-color:white; width:603px" %)(((
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56 56  )))|(% style="border-color:white; width:835px" %){{lightbox image="6.png"/}}
57 57  |(% 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.
58 58  In each preset you can customize the following:(((
59 -1. Necessity to answer the question (whether the question is mandatory or not).
39 +1. Necessity to answer the question.
60 60  1. Conditions for the question visibility.
61 61  )))|(% style="border-color:white; width:835px" %){{lightbox image="7.png" width="1000"/}}
62 62  |(% style="border-color:white; width:603px" %)(((
63 63  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 +
45 +{{showhide showmessage="Show survey example" hidemessage="Hide survey example"}}
46 +|(% style="border-color:white; text-align:center; vertical-align:middle" %){{lightbox image="Questions.png" width="500"/}}
47 +{{/showhide}}
64 64  )))|(% style="border-color:white; width:835px" %){{lightbox image="8.png"/}}
65 65  
66 66  (((
67 67  == Sending a poll to customers ==
68 68  
69 -The poll can be delivered by any communication channel: email, SMS, push message. The delivery process takes place in two steps:
53 +The poll can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps:
70 70  
71 71  1. Users create and save a poll following the instructions above.
72 -1. Users generate a [[mailing>>doc:Main.Usage.Smart_Communications.Mass_messaging.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, where POLL-identifier = is the value of the poll identifier:
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:
73 73  
74 74  (% class="box" %)
75 75  (((
76 -##~{~{client.poll('Poll-identifier')}}##
60 +##~{~{client.poll('Poll_name')}}##
77 77  )))
78 78  
79 79  The link address of the following form will be generated:
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80 80  
81 81  (% class="box" %)
82 82  (((
83 -##https:~/~/app.loymaxsc.net/vote/?unique_poll_identifier_for_client##
67 +##https:~/~/app.loymaxsc.net/vote/?the unique identifier of the survey for the client##
84 84  )))
85 85  
86 86  A unique link is generated for each сustomer.
87 87  
88 -In the [[email mailing>>doc:Main.Usage.Smart_Communications.Mass_messaging.Email_mass_messaging.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:
89 89  
90 90  **Method 1**
91 91  
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97 97  
98 98  (% class="box" %)
99 99  (((
100 -##<a href="~{~{client.poll('POLL-identifier')}}">link text</a>##
84 +##<a href="~{~{client.poll('Survey_name')}}">link text</a>##
101 101  )))
102 102  
103 103  In this case, an HTML code of the following form will be generated:
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104 104  
105 105  (% class="box" %)
106 106  (((
107 -##<a href="https:~/~/app.loymaxsc.net/vote/?unique_poll_identifier_for_client">link text</a>##
91 +##<a href="https:~/~/app.loymaxsc.net/vote/?unique survey identifier for the client">link text</a>##
108 108  )))
109 109  
110 110  **Method 2**
111 111  
112 -Select the required word and select **Insert a link** in the top panel. In the URL field, insert the macro, where POLL-identifier is the value of Poll identifier:
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:
113 113  
114 114  (% class="box" %)
115 115  (((
116 -##~{~{client.poll('POLL-identifier')}}##
100 +##~{~{client.poll('name')}}##
117 117  )))
118 118  
119 119  Then click **Insert**.
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120 120  
121 121  The image below shows an example of sending a link to a poll by email using method 2.
122 122  
123 -(% class="wikigeneratedid" %)
124 -[[image:Email_macro1.png]]
107 +{{lightbox image="10.png"/}}
125 125  
126 126  (% class="wikigeneratedid" %)
127 127  Example of sending a link to a poll by SMS:
128 128  
129 -[[image:SMS_macro1.png||height="110" width="1011"]]
112 +|(% style="border-color:white" %){{lightbox image="11.png"/}}
130 130  
131 131  == Poll results ==
132 132  
133 -To view the poll results, select the required poll from the list of polls and click the **Report **button.
116 +To view the poll results, select the poll you are interested in from the list of polls and click the **Report **button.
134 134  
135 -[[image:Poll_result.png||height="282" width="1001"]]
118 +|(% style="border-color:white" %){{lightbox image="Report.png" width="1000"/}}
136 136  
137 137  The page displays the following information:
138 138  
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144 144  
145 145  * Raw data,
146 146  * Aggregated,
147 -* Aggregated by points of sale.
130 +* Aggregated by retail facilities.
148 148  
149 149  Formats for export: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.
150 150  
151 151  == Working with polls in the Customer Profile ==
152 152  
153 -The Polls tab in the [[Customer Profile>>doc:Main.Smart_Communications.SMC_Use.Customers.All_customers.WebHome||anchor="HCustomerprofile"]] provides an overview of the polls assigned to this customer and how the customer responded to each question.
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:
154 154  
138 +|(% style="border-color:white" %){{lightbox image="Survey1.png" width="1000"/}}
139 +
155 155  == Using polls in the Segment Builder ==
156 156  
157 -Polls data can be used for filtering when building segments in the [[segment builder>>doc:Main.Smart_Communications.SMC_Use.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:
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:
158 158  
159 159  * Participated in the poll;
160 -* The answer value in the poll.
145 +* The value of the answer in the poll.
161 161  
162 -Example of [[segment>>doc:Main.Usage.Smart_Communications.Customers.User_segments.WebHome]] generation based on the poll data:
147 +Example of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] generation based on the poll data:
163 163  
164 -|(% style="border-color:white" %)[[image:Segment_poll.png]]
149 +|(% style="border-color:white" %){{lightbox image="Segment11.png"/}}
165 165  )))
166 166  
167 -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 poll 'How many times per month do you visit our store".
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.
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Created 2025/07/02 08:17
Last edited 2026/01/21 04:37

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