Loymax, 2026

Wiki source code of 5. Polls

version	line-number	content
1.1	1	(% class="lead" %)
16.1	2	The Polls module allows to conduct surveys among customers registered in the System.
1.1	3
	4	Contents:
	5
	6	{{toc depth="2" start="2"/}}
	7
18.1	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 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]].
1.1	9
20.1	10	Customers receive a link via [[email>>doc:Main.Smart_Communications.SMC_Use.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.
1.1	11
	12	(% class="box infomessage" %)
	13	(((
	14	Note: The Polls module is an additional functionality that is not provided by default. To enable polls contact your manager.
	15	)))
	16
16.1	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
1.1	37	== Creating a poll ==
	38
16.1	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.
1.1	40
	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	\|(% style="border-color:white; width:603px" %)(((
	43	* Single choice. Choosing one answer from the list.
	44	)))\|(% style="border-color:white; width:835px" %){{lightbox image="2.png"/}}
	45	\|(% style="border-color:white; width:603px" %)(((
	46	* Multiple choice. Choosing several answers from the list.// //It is possible to limit the number of answers.
	47	)))\|(% style="border-color:white; width:835px" %){{lightbox image="3.png"/}}
	48	\|(% style="border-color:white; width:603px" %)(((
	49	* Matrix. The main question and a table consisting of sub-questions and answers.
	50	)))\|(% style="border-color:white; width:835px" %){{lightbox image="4.png"/}}
	51	\|(% style="border-color:white; width:603px" %)(((
	52	* Open question. The customer formulates a detailed answer on one's own.
	53	)))\|(% style="border-color:white; width:835px" %){{lightbox image="5.png"/}}
	54	\|(% style="border-color:white; width:603px" %)(((
	55	* Text. A block for additional information or thank you message.
	56	)))\|(% style="border-color:white; width:835px" %){{lightbox image="6.png"/}}
	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	In each preset you can customize the following:(((
16.1	59	1. Necessity to answer the question (whether the question is mandatory or not).
1.1	60	1. Conditions for the question visibility.
	61	)))\|(% style="border-color:white; width:835px" %){{lightbox image="7.png" width="1000"/}}
	62	\|(% style="border-color:white; width:603px" %)(((
	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).
	64	)))\|(% style="border-color:white; width:835px" %){{lightbox image="8.png"/}}
	65
	66	(((
	67	== Sending a poll to customers ==
	68
16.1	69	The poll can be delivered by any communication channel: email, SMS, push message. The delivery process takes place in two steps:
1.1	70
	71	1. Users create and save a poll following the instructions above.
16.1	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:
1.1	73
	74	(% class="box" %)
	75	(((
16.1	76	##~{~{client.poll('Poll-identifier')}}##
1.1	77	)))
	78
	79	The link address of the following form will be generated:
	80
	81	(% class="box" %)
	82	(((
16.1	83	##https:~/~/app.loymaxsc.net/vote/?unique_poll_identifier_for_client##
1.1	84	)))
	85
	86	A unique link is generated for each сustomer.
	87
20.1	88	In the [[email mailing>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.WebHome]] you can make a link clickable and change the link text in two ways:
1.1	89
	90	Method 1
	91
	92	Proceed to editing the source code:
	93
	94	\|(% style="border-color:white" %){{lightbox image="9.png"/}}
	95
	96	And generate a code that looks like:
	97
	98	(% class="box" %)
	99	(((
16.1	100	##<a href="~{~{client.poll('POLL-identifier')}}">link text</a>##
1.1	101	)))
	102
	103	In this case, an HTML code of the following form will be generated:
	104
	105	(% class="box" %)
	106	(((
16.1	107	##<a href="https:~/~/app.loymaxsc.net/vote/?unique_poll_identifier_for_client">link text</a>##
1.1	108	)))
	109
	110	Method 2
	111
16.1	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:
1.1	113
	114	(% class="box" %)
	115	(((
16.1	116	##~{~{client.poll('POLL-identifier')}}##
1.1	117	)))
	118
	119	Then click Insert.
	120
	121	The image below shows an example of sending a link to a poll by email using method 2.
	122
16.1	123	(% class="wikigeneratedid" %)
	124	[[image:Email_macro1.png]]
1.1	125
	126	(% class="wikigeneratedid" %)
	127	Example of sending a link to a poll by SMS:
	128
16.1	129	[[image:SMS_macro1.png\|\|height="110" width="1011"]]
1.1	130
	131	== Poll results ==
	132
16.1	133	To view the poll results, select the required poll from the list of polls and click the Report button.
1.1	134
16.1	135	[[image:Poll_result.png\|\|height="282" width="1001"]]
1.1	136
	137	The page displays the following information:
	138
	139	* Question text;
	140	* A list of answer options, the number and percentage of customers for each option.
	141	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.
	142
	143	The Poll report is available for exporting to a file. Available options for exporting the report data:
	144
	145	* Raw data,
	146	* Aggregated,
16.1	147	* Aggregated by points of sale.
1.1	148
	149	Formats for export: CSV (UTF-8), CSV (Windows), .XLS, .XLSX, .ODS, HTML.
	150
	151	== Working with polls in the Customer Profile ==
	152
17.1	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.
1.1	154
	155	== Using polls in the Segment Builder ==
	156
18.1	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:
1.1	158
	159	* Participated in the poll;
16.1	160	* The answer value in the poll.
1.1	161
19.1	162	Example of [[segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.WebHome]] generation based on the poll data:
1.1	163
16.1	164	\|(% style="border-color:white" %)[[image:Segment_poll.png]]
1.1	165	)))
	166
16.1	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".

Created 2025/07/02 08:17
Last edited 2026/01/21 04:36

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Wiki source code of 5. Polls