Loymax, 2026

Changes for page 5. Surveys

From version 2.1
edited by Andrej Rylov
on 2026/05/06 05:05
Change comment: There is no comment for this version
To version 1.1
edited by Andrej Rylov
on 2026/05/06 04:59
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -12,7 +12,7 @@
12 12  
13 13  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]].
14 14  
15 -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.
15 +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.
16 16  
17 17  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:
18 18  
... ... @@ -84,8 +84,8 @@
84 84  
85 85  For single-choice questions, the **Linking mode** setting is available:
86 86  
87 -* **Single** — the question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="HTransitionconditions"]].
88 -* **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.
87 +* **Single** — the question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]].
88 +* **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.
89 89  * **Mixed** — similar to multiple mode, but also adds an additional exit for customers who skipped the question.
90 90  )))|(% style="border-color:white" width="30%" %){{lightbox image="single.png" width="330"/}}
91 91  |(% style="border-color:white" width="70%" %)(((
... ... @@ -95,7 +95,7 @@
95 95  
96 96  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.
97 97  
98 -The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="HTransitionconditions"]].
98 +The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]].
99 99  )))|(% style="border-color:white" width="30%" %){{lightbox image="multiple.png" width="330"/}}
100 100  |(% style="border-color:white" width="70%" %)(((
101 101  ====== Open-ended question ======
... ... @@ -102,7 +102,7 @@
102 102  
103 103  A question without answer options. The customer enters a free-form response in a text field.
104 104  
105 -The question has one exit point. [[Transition conditions>>doc:||anchor="HTransitionconditions"]] are not provided.
105 +The question has one exit point. [[Transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]] are not provided.
106 106  )))|(% style="border-color:white" width="30%" %){{lightbox image="open.png" width="330"/}}
107 107  |(% style="border-color:white" width="70%" %)(((
108 108  ====== Matrix ======
... ... @@ -119,7 +119,7 @@
119 119  
120 120  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.
121 121  
122 -The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="HTransitionconditions"]].
122 +The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]].
123 123  )))|(% style="border-color:white" width="30%" %){{lightbox image="matrix.png" width="330"/}}
124 124  |(% style="border-color:white" width="70%" %)(((
125 125  ====== Rating ======
... ... @@ -130,7 +130,7 @@
130 130  
131 131  In **Matrix** mode, you can specify several criteria for evaluation. This mode is similar to the matrix question (**Scale**).
132 132  
133 -The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="HTransitionconditions"]].
133 +The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:||anchor="H42344143B43E43243844F43F43544043544543E434430"]].
134 134  )))|(% style="border-color:white" width="30%" %){{lightbox image="rating.png" width="330"/}}
135 135  
136 136  === Transition conditions ===
... ... @@ -164,7 +164,7 @@
164 164  When switching between survey versions, unsaved changes are lost.
165 165  {{/warning}}
166 166  
167 -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.
167 +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.
168 168  
169 169  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.
170 170  
... ... @@ -183,7 +183,7 @@
183 183  
184 184  == Sending the survey to customers ==
185 185  
186 -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:
186 +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:
187 187  
188 188  {{code language="twig"}}
189 189  {{ client.poll('POLL-<number>') }}
Created 2026/05/06 04:59
Last edited 2026/05/08 09:49

News
Updates
Tag cloud
Glossary
Site