Changes for page 5. Surveys

Summary

• Page properties (2 modified, 0 added, 0 removed)

Details

Page properties

Parent

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

Content

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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]].
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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.
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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:
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85	85	For single-choice questions, the **Linking mode** setting is available:
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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%" %)(((
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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.
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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 ======
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103	103	A question without answer options. The customer enters a free-form response in a text field.
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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 ======
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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.
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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 ======
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131	131	In **Matrix** mode, you can specify several criteria for evaluation. This mode is similar to the matrix question (**Scale**).
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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"/}}
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136	136	=== Transition conditions ===
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164	164	When switching between survey versions, unsaved changes are lost.
165	165	{{/warning}}
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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.
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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.
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184	184	== Sending the survey to customers ==
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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:
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188	188	{{code language="twig"}}
189	189	{{ client.poll('POLL-<number>') }}