Loymax, 2026

Changes for page 5. Surveys

From version 36.1
edited by Andrej Rylov
on 2026/05/08 09:49
Change comment: There is no comment for this version
To version 34.1
edited by Andrej Rylov
on 2026/05/08 09:11
Change comment: Upload new image "survey_profile.png", version 1.1

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39 39  |(% style="border-color:white" width="70%" %)(((
40 40  Depending on the [[survey version>>doc:||anchor="H42043043143E44243044143243544044143844F43C43843E43F44043E441430"]], the toolbar at the top of the screen provides the following options:
41 41  
42 -* **Make active** — available for drafts and archived versions. Makes the current version active.
43 -* **Response history** — available for current and archived versions. Displays statistics on answers to questions for the selected period in the main survey area.
42 +* **Make current** — available for drafts and archived versions. Makes the current version active.
43 +* **Completion history** — available for current and archived versions. Displays statistics on answers to questions for the selected period in the main survey area.
44 44  * **Undo/Redo** ([[image:icon_undo.png]]/[[image:icon_redo.png]]) — available for drafts. Undoes the last change / redoes the last undone change.
45 45  * **Preview** ([[image:icon_preview.png]]) — available for drafts. Allows you to take the survey in test mode.
46 46  * **Edit** — available for current and archived versions. Allows you to create a draft that is a copy of the current version.
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63 63  === Survey blocks ===
64 64  
65 65  |(% style="border-color:white" width="70%" %)(((
66 -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.
66 +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.
67 67  
68 68  Left-clicking a survey block opens the block editing window. Right-clicking displays an action menu with the following items:
69 69  
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86 86  
87 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 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.
89 -* **Mixed** — similar to multiple mode, but also adds an additional exit point for customers who skipped the question.
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%" %)(((
92 92  ====== Multiple-choice question ======
93 93  
94 -A question with answer options where any number of options can be selected.
94 +A question with answer options where any number can be selected.
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  
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111 111  
112 112  Two types of matrices are available:
113 113  
114 -* **Classic matrix** allows you to manually add the desired columns and set their labels (see the image on the right).
114 +* **Classic matrix** allows you to manually add the required columns and set their labels (see the image on the right).
115 115  * **Scale matrix** allows you to set the **Number** of columns and select the **Column style**:
116 116  ** **Numbers** — digits from 1 to the specified number of columns are used as column labels.
117 117  ** **Stars** — stars from 1 to the specified number of columns are used as column labels.
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136 136  === Transition conditions ===
137 137  
138 138  |(% style="border-color:white" width="70%" %)(((
139 -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.
139 +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.
140 140  
141 141  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.
142 142  
143 143  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.
144 144  
145 -You can also open the transition conditions window by right-clicking the desired connection.
145 +You can also open the transition condition editing window by right-clicking the desired connection.
146 146  
147 -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.
147 +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.
148 148  )))|(% style="border-color:white" width="30%" %){{lightbox image="transition.png" width="330"/}}
149 149  
150 150  === Working with survey versions ===
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152 152  |(% style="border-color:white" width="70%" %)(((
153 153  Each survey can exist in multiple versions. A survey version can have one of three statuses:
154 154  
155 -* **Active** — customers who follow a link to the survey see this version (even if the link was sent when a different version was active).
155 +* **Current** — customers who receive a link to the survey see this version (even if the link was sent when a different version was current).
156 156  * **Draft** — the version is available for editing.
157 -* **Archived** — the version was previously active.
157 +* **Archived** — the version was previously current.
158 158  
159 -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.
159 +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.
160 160  
161 161  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.
162 162  
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166 166  
167 167  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.
168 168  
169 -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.
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  
171 -Completion history is available for active and archived versions. Only data related to that specific survey version will be shown.
171 +Completion history is available for current and archived versions. Only data related to that specific survey version will be shown.
172 172  )))|(% style="border-color:white" width="30%" %){{lightbox image="survey_versions.png" width="330"/}}
173 173  
174 174  === Survey settings ===
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176 176  |(% style="border-color:white" width="70%" %)(((
177 177  In the **Survey settings** section, you can configure the following settings:
178 178  
179 -* **Survey title** and **Survey description**.
180 -* **Limit survey duration** — you can specify a date after which survey responses will no longer be accepted.
179 +* **Title** and **Survey description**.
180 +* **Limit survey validity period** — you can specify a date after which survey responses will no longer be accepted.
181 181  * **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.
182 182  )))|(% style="border-color:white" width="30%" %){{lightbox image="survey_settings.png" width="330"/}}
183 183  
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209 209  * Aggregated,
210 210  * Aggregated by points of sale.
211 211  
212 -The following export formats are supported: CSV (UTF-8), CSV (Windows), XLS, XLSX, ODS, HTML.
212 +Export formats: CSV (UTF-8), CSV (Windows), XLS, XLSX, ODS, HTML.
213 213  
214 -== Survey responses in the customer profile ==
214 +== Working with the survey in the customer profile ==
215 215  
216 216  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:
217 217  
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224 224  * participated in the survey;
225 225  * answer value in the survey.
226 226  
227 -Below is an example of creating a [[segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.WebHome]] based on surveys:
227 +Example of creating a [[segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.WebHome]] based on a survey:
228 228  
229 229  |(% style="border-color:white; text-align:center" %){{lightbox image="survey_segment.png"/}}
230 230  
231 -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.
231 +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.
survey_segment.png
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1 -XWiki.arylov
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Created 2026/05/06 04:59
Last edited 2026/05/08 09:49

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