Loymax, 2026

Changes for page 5. Polls

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edited by Vera Retyeva
on 2025/07/02 08:22
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edited by Vera Retyeva
on 2025/07/02 09:35
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Summary

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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 among customers registered in the System.
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 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 the [[Customer Profiles>>doc:Main.Usage.Smart_Communications.Customers.All_customers.WebHome||anchor="HCustomerprofile"]]. This information can then be used in the [[Segment Builder>>doc:Main.Usage.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 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.
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.
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 +
17 17  == Creating a poll ==
18 18  
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.
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.
20 20  
21 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" %)(((
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36 36  )))|(% style="border-color:white; width:835px" %){{lightbox image="6.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 poll generation.
38 38  In each preset you can customize the following:(((
39 -1. Necessity to answer the question.
59 +1. Necessity to answer the question (whether the question is mandatory or not).
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 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 -
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}}
48 48  )))|(% style="border-color:white; width:835px" %){{lightbox image="8.png"/}}
49 49  
50 50  (((
51 51  == Sending a poll to customers ==
52 52  
53 -The poll can be delivered by any communication channel: email, SMS, push message. The delivery process takes two steps:
69 +The poll can be delivered by any communication channel: email, SMS, push message. The delivery process takes place in two steps:
54 54  
55 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:
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:
57 57  
58 58  (% class="box" %)
59 59  (((
60 -##~{~{client.poll('Poll_name')}}##
76 +##~{~{client.poll('Poll-identifier')}}##
61 61  )))
62 62  
63 63  The link address of the following form will be generated:
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64 64  
65 65  (% class="box" %)
66 66  (((
67 -##https:~/~/app.loymaxsc.net/vote/?the unique identifier of the survey for the client##
83 +##https:~/~/app.loymaxsc.net/vote/?unique_poll_identifier_for_client##
68 68  )))
69 69  
70 70  A unique link is generated for each сustomer.
71 71  
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:
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:
73 73  
74 74  **Method 1**
75 75  
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81 81  
82 82  (% class="box" %)
83 83  (((
84 -##<a href="~{~{client.poll('Survey_name')}}">link text</a>##
100 +##<a href="~{~{client.poll('POLL-identifier')}}">link text</a>##
85 85  )))
86 86  
87 87  In this case, an HTML code of the following form will be generated:
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88 88  
89 89  (% class="box" %)
90 90  (((
91 -##<a href="https:~/~/app.loymaxsc.net/vote/?unique survey identifier for the client">link text</a>##
107 +##<a href="https:~/~/app.loymaxsc.net/vote/?unique_poll_identifier_for_client">link text</a>##
92 92  )))
93 93  
94 94  **Method 2**
95 95  
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:
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:
97 97  
98 98  (% class="box" %)
99 99  (((
100 -##~{~{client.poll('name')}}##
116 +##~{~{client.poll('POLL-identifier')}}##
101 101  )))
102 102  
103 103  Then click **Insert**.
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104 104  
105 105  The image below shows an example of sending a link to a poll by email using method 2.
106 106  
107 -{{lightbox image="10.png"/}}
123 +(% class="wikigeneratedid" %)
124 +[[image:Email_macro1.png]]
108 108  
109 109  (% class="wikigeneratedid" %)
110 110  Example of sending a link to a poll by SMS:
111 111  
112 -|(% style="border-color:white" %){{lightbox image="11.png"/}}
129 +[[image:SMS_macro1.png||height="110" width="1011"]]
113 113  
114 114  == Poll results ==
115 115  
116 -To view the poll results, select the poll you are interested in from the list of polls and click the **Report **button.
133 +To view the poll results, select the required poll from the list of polls and click the **Report **button.
117 117  
118 -|(% style="border-color:white" %){{lightbox image="Report.png" width="1000"/}}
135 +[[image:Poll_result.png||height="282" width="1001"]]
119 119  
120 120  The page displays the following information:
121 121  
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127 127  
128 128  * Raw data,
129 129  * Aggregated,
130 -* Aggregated by retail facilities.
147 +* Aggregated by points of sale.
131 131  
132 132  Formats for export: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.
133 133  
134 134  == 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 polls assigned to this customer and how the customer responded to each question:
153 +The Polls tab in the [[Customer Profile>>doc:Main.Usage.Smart_Communications.Customers.All_customers.WebHome||anchor="HCustomerprofile"]] provides an overview of the polls assigned to this customer and how the customer responded to each question.
137 137  
138 -|(% style="border-color:white" %){{lightbox image="Survey1.png" width="1000"/}}
139 -
140 140  == Using polls in the Segment Builder ==
141 141  
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:
157 +Polls data can be used for filtering when building segments in the [[segment builder>>doc:Main.Usage.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 -* The value of the answer in the poll.
160 +* The answer value in the poll.
146 146  
147 -Example of [[segment>>doc:Main.Using.Smart_Communications.Customers.User_segments.WebHome]] generation based on the poll data:
162 +Example of [[segment>>doc:Main.Usage.Smart_Communications.Customers.User_segments.WebHome]] generation based on the poll data:
148 148  
149 -|(% style="border-color:white" %){{lightbox image="Segment11.png"/}}
164 +|(% style="border-color:white" %)[[image:Segment_poll.png]]
150 150  )))
151 151  
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.
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".
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Created 2025/07/02 08:17
Last edited 2026/01/21 04:37

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