Loymax, 2026

Changes for page 5. Surveys

From version 1.1

edited by Andrej Rylov
on 2026/05/06 04:59

Change comment: There is no comment for this version

To version 36.1

edited by Andrej Rylov
on 2026/05/08 09:49

Change comment: There is no comment for this version

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Page properties

Parent

@@ -1,1 +1,1 @@
--Main.Smart_Communications.WebHome
++Main.Smart_Communications.SMC_Use.WebHome

Content

@@ -12,7 +12,7 @@
  A survey consists of one or more questions. Information about the customer's participation in the survey and their selected answers is saved in the [[customer profile>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="Profile"]]. This information can then be used in the [[segment builder>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]].
--The customer receives a link via [[email->>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Emails.WebHome]], [[SMS->>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.SMS_mailings.WebHome]], or [[push notification>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Push_mailings.WebHome]]. By clicking the link, they can take the survey. A customer can take the same survey only once. If they attempt to take it again, they will receive a message stating that this is not possible.
++The customer receives a link via [[email>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.WebHome]], [[SMS>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.SMS_mass_messaging.WebHome]], or [[push>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Push_mass_messaging.WebHome]] message. By clicking the link, they can take the survey. A customer can take the same survey only once. If they attempt to take it again, they will receive a message stating that this is not possible.
  You can view the list of all created surveys in the **Surveys** section of the main menu. The following parameters are displayed for each survey:
@@ -39,8 +39,8 @@
  |(% style="border-color:white" width="70%" %)(((
  Depending on the [[survey version>>doc:||anchor="H42043043143E44243044143243544044143844F43C43843E43F44043E441430"]], the toolbar at the top of the screen provides the following options:
--* **Make current** — available for drafts and archived versions. Makes the current version active.
--* **Completion history** — available for current and archived versions. Displays statistics on answers to questions for the selected period in the main survey area.
++* **Make active** — available for drafts and archived versions. Makes the current version active.
++* **Response history** — available for current and archived versions. Displays statistics on answers to questions for the selected period in the main survey area.
  * **Undo/Redo** ([[image:icon_undo.png]]/[[image:icon_redo.png]]) — available for drafts. Undoes the last change / redoes the last undone change.
  * **Preview** ([[image:icon_preview.png]]) — available for drafts. Allows you to take the survey in test mode.
  * **Edit** — available for current and archived versions. Allows you to create a draft that is a copy of the current version.
@@ -63,7 +63,7 @@
  === Survey blocks ===
  |(% style="border-color:white" width="70%" %)(((
--To add a question, select **Survey blocks** on the right-hand toolbar and drag the required block type into the main survey area. Descriptions of the available question types are provided below. You can also add a text block or a survey completion block—for example, for surveys with many branches, to avoid having to draw connections from each branch to a single completion block.
++To add a question, select **Survey blocks** on the right-hand toolbar and drag the desired block type into the main survey area. Descriptions of the available question types are provided below. You can also add a text block or a survey completion block—for example, for surveys with many branches, to avoid having to draw connections from each branch to a single completion block.
  Left-clicking a survey block opens the block editing window. Right-clicking displays an action menu with the following items:
@@ -84,18 +84,18 @@
  For single-choice questions, the **Linking mode** setting is available:
--* **Single** — the question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]].
--* **Multiple** — the question has a separate exit point for each answer option, which can be linked to the input of only one block. [[Transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]] are not provided.
--* **Mixed** — similar to multiple mode, but also adds an additional exit for customers who skipped the question.
++* **Single** — the question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="HTransitionconditions"]].
++* **Multiple** — the question has a separate exit point for each answer option, which can be linked to the input of only one block. [[Transition conditions>>doc:||anchor="HTransitionconditions"]] are not provided.
++* **Mixed** — similar to multiple mode, but also adds an additional exit point for customers who skipped the question.
  )))|(% style="border-color:white" width="30%" %){{lightbox image="single.png" width="330"/}}
  |(% style="border-color:white" width="70%" %)(((
  ====== Multiple-choice question ======
--A question with answer options where any number can be selected.
++A question with answer options where any number of options can be selected.
  To add an answer option, click **+ Add option**. To delete an answer option, click the delete icon ([[image:icon_delete.png]]) to the right of the desired option. To change the order of options, drag and drop them by clicking and holding the icon ([[image:icon_drag.png]]) on the left.
--The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]].
++The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="HTransitionconditions"]].
  )))|(% style="border-color:white" width="30%" %){{lightbox image="multiple.png" width="330"/}}
  |(% style="border-color:white" width="70%" %)(((
  ====== Open-ended question ======
@@ -102,7 +102,7 @@
  A question without answer options. The customer enters a free-form response in a text field.
--The question has one exit point. [[Transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]] are not provided.
++The question has one exit point. [[Transition conditions>>doc:||anchor="HTransitionconditions"]] are not provided.
  )))|(% style="border-color:white" width="30%" %){{lightbox image="open.png" width="330"/}}
  |(% style="border-color:white" width="70%" %)(((
  ====== Matrix ======
@@ -111,7 +111,7 @@
  Two types of matrices are available:
--* **Classic matrix** allows you to manually add the required columns and set their labels (see the image on the right).
++* **Classic matrix** allows you to manually add the desired columns and set their labels (see the image on the right).
  * **Scale matrix** allows you to set the **Number** of columns and select the **Column style**:
  ** **Numbers** — digits from 1 to the specified number of columns are used as column labels.
  ** **Stars** — stars from 1 to the specified number of columns are used as column labels.
@@ -119,7 +119,7 @@
  To add a row/column, click **+ Add row** / **+ Add column**. To delete a row/column, click the delete icon ([[image:icon_delete.png]]) to its right. To change the order of rows, drag and drop them by clicking and holding the icon ([[image:icon_drag.png]]) on the left.
--The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]].
++The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="HTransitionconditions"]].
  )))|(% style="border-color:white" width="30%" %){{lightbox image="matrix.png" width="330"/}}
  |(% style="border-color:white" width="70%" %)(((
  ====== Rating ======
@@ -130,21 +130,21 @@
  In **Matrix** mode, you can specify several criteria for evaluation. This mode is similar to the matrix question (**Scale**).
--The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]].
++The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="HTransitionconditions"]].
  )))|(% style="border-color:white" width="30%" %){{lightbox image="rating.png" width="330"/}}
  === Transition conditions ===
  |(% style="border-color:white" width="70%" %)(((
--When adding a connection between questions, a transition condition settings window will open if the source question allows it. For the first added transition, setting conditions is optional.
++When adding a connection between questions, a transition condition settings window will appear if the source question type allows it. For the first added transition, setting conditions is optional.
  When adding a second transition from the same source question, you must specify conditions. In this case, the first added transition may remain without configured conditions. You can use this feature to implement "if... else" scenarios: if the conditions are met, go to question B; otherwise, go to question A.
  If a question has one transition and transition conditions are configured, the customer will proceed directly to the end of the survey if the conditions are not met.
--You can also open the transition condition editing window by right-clicking the desired connection.
++You can also open the transition conditions window by right-clicking the desired connection.
--All conditions are combined using the logical operator **OR**. The image on the right shows an example of configuring transition conditions from a matrix or rating question: the customer will follow this connection if they gave a low rating for either the quality criterion or the convenience criterion.
++Conditions are combined using the logical operators **AND** or **OR**. The image on the right shows an example of configuring transition conditions from a matrix or rating question: the customer will follow this connection if they gave a low rating for either the functionality criterion or the ease of use criterion.
  )))|(% style="border-color:white" width="30%" %){{lightbox image="transition.png" width="330"/}}
  === Working with survey versions ===
@@ -152,11 +152,11 @@
  |(% style="border-color:white" width="70%" %)(((
  Each survey can exist in multiple versions. A survey version can have one of three statuses:
--* **Current** — customers who receive a link to the survey see this version (even if the link was sent when a different version was current).
++* **Active** — customers who follow a link to the survey see this version (even if the link was sent when a different version was active).
  * **Draft** — the version is available for editing.
--* **Archived** — the version was previously current.
++* **Archived** — the version was previously active.
--The creation date is displayed for each version. For current and archived versions, the start date (when it was made current) is also displayed, and for archived versions, the stop date (when it was archived) is shown as well.
++The creation date is displayed for each version. For active and archived versions, the start date (when it was made active) is also displayed, and for archived versions, the stop date (when it was archived) is shown as well.
  Editing is only available for drafts. When viewing a current or archived version, you can click the **Edit** button on the top toolbar to create a draft that is a copy of that version.
@@ -164,11 +164,11 @@
  When switching between survey versions, unsaved changes are lost.
  {{/warning}}
--The preview function is available for drafts. Click the preview icon ([[image:icon_preview.png]]) on the top toolbar to see the survey as customers will see it. You can also answer questions and test the [[transition>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]] logic.
++The preview function is available for drafts. Click the preview icon ([[image:icon_preview.png]]) on the top toolbar to see the survey as customers will see it. You can also answer questions and test the [[transition>>doc:||anchor="HTransitionconditions"]] logic.
--You can make a draft or archived version current by clicking the **Make current** button on the top toolbar. If the survey already has a current version, it will become archived.
++You can make a draft or archived version active by clicking the **Make active** button on the top toolbar. If the survey already has an active version, it will become archived.
--Completion history is available for current and archived versions. Only data related to that specific survey version will be shown.
++Completion history is available for active and archived versions. Only data related to that specific survey version will be shown.
  )))|(% style="border-color:white" width="30%" %){{lightbox image="survey_versions.png" width="330"/}}
  === Survey settings ===
@@ -176,14 +176,14 @@
  |(% style="border-color:white" width="70%" %)(((
  In the **Survey settings** section, you can configure the following settings:
--* **Title** and **Survey description**.
--* **Limit survey validity period** — you can specify a date after which survey responses will no longer be accepted.
++* **Survey title** and **Survey description**.
++* **Limit survey duration** — you can specify a date after which survey responses will no longer be accepted.
  * **Skip welcome screen** — if this option is selected, the survey will start not with the standard welcome screen, but with the first survey block. You can add a text block at the beginning or start immediately with the first question, without introductions.
  )))|(% style="border-color:white" width="30%" %){{lightbox image="survey_settings.png" width="330"/}}
  == Sending the survey to customers ==
--Once the survey is created and one of the versions is made current, you can deliver the link to it using any mass messaging channel ([[Email>>doc:Main.Smart_Communications.SMC_Use.Mass_mailings.Emails.WebHome]], [[SMS>>doc:Main.Smart_Communications.SMC_Use.Mass_mailings.SMS_mailings.WebHome]], [[Push>>doc:Main.Smart_Communications.SMC_Use.Mass_mailings.Push_mailings.WebHome]], etc.) or a message sending action within a [[campaign>>doc:Main.Smart_Communications.SMC_Use.Campaign_list.WebHome]]. To do this, add the following macro to the message text:
++Once the survey is created and one of the versions is made current, you can deliver the link to it using any mass messaging channel ([[Email>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.WebHome]], [[SMS>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.SMS_mass_messaging.WebHome]], [[Push>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Push_mass_messaging.WebHome]], etc.) or a message sending action within a [[campaign>>doc:Main.Smart_Communications.SMC_Use.Campaigns.WebHome]]. To do this, add the following macro to the message text:
  {{code language="twig"}}
  {{ client.poll('POLL-<number>') }}
@@ -209,9 +209,9 @@
  * Aggregated,
  * Aggregated by points of sale.
--Export formats: CSV (UTF-8), CSV (Windows), XLS, XLSX, ODS, HTML.
++The following export formats are supported: CSV (UTF-8), CSV (Windows), XLS, XLSX, ODS, HTML.
--== Working with the survey in the customer profile ==
++== Survey responses in the customer profile ==
  In the [[customer profile>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="07"]], on the **Surveys** tab, information is available about surveys sent to the customer and how the customer answered each question:
@@ -224,8 +224,8 @@
  * participated in the survey;
  * answer value in the survey.
--Example of creating a [[segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.WebHome]] based on a survey:
++Below is an example of creating a [[segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.WebHome]] based on surveys:
  |(% style="border-color:white; text-align:center" %){{lightbox image="survey_segment.png"/}}
--In this example, the selection will include customers who did not take the "Feedback" survey but participated in the "Product Rating" survey and gave a high rating for the convenience criterion.
++In this example, the selection will include customers who did not take the "Feedback" survey but participated in the "Product review" survey and gave a high rating for the convenience criterion.

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Created 2026/05/06 04:59
Last edited 2026/05/08 09:49

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