Loymax, 2026

Wiki source code of 5. Surveys

version	line-number	content
1.1	1	(% class="lead" %)
	2	The Survey module allows you to conduct surveys among customers registered in the System.
	3
	4	Article contents:
	5
	6	{{toc depth="3" start="2"/}}
	7
	8	(% class="box infomessage" %)
	9	(((
	10	Survey functionality is not provided by default. To enable surveys, contact your manager.
	11	)))
	12
	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
2.1	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.
1.1	16
	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
	19	* Date;
	20	* Survey — contains an automatically generated identifier (example identifier: POLL-151) and the survey title;
	21	* Number of questions;
	22	* Number of respondents.
	23
	24	\|(% style="border-color:white; text-align:center" %){{lightbox image="survey_list.png" width="660"/}}
	25
	26	The action menu ([[image:icon_menu.png]]) on the right side of the page provides the following actions for each survey:
	27
	28	* View report for the created survey;
	29	* Edit;
	30	* Copy;
	31	* Delete.
	32
	33	== Creating a survey ==
	34
	35	To create a survey, select the Surveys section in the main menu and create a new survey there (click the Create new survey button) — see the image above.
	36
	37	\|(% style="border-color:white; text-align:center" %){{lightbox image="survey_graph.png" width="660"/}}
	38
	39	\|(% style="border-color:white" width="70%" %)(((
	40	Depending on the [[survey version>>doc:\|\|anchor="H42043043143E44243044143243544044143844F43C43843E43F44043E441430"]], the toolbar at the top of the screen provides the following options:
	41
36.1	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.
1.1	44	* Undo/Redo ([[image:icon_undo.png]]/[[image:icon_redo.png]]) — available for drafts. Undoes the last change / redoes the last undone change.
	45	* Preview ([[image:icon_preview.png]]) — available for drafts. Allows you to take the survey in test mode.
	46	* Edit — available for current and archived versions. Allows you to create a draft that is a copy of the current version.
	47	* Save — available for drafts. Saves the changes made.
	48
	49	{{warning}}
	50	When switching between survey versions, unsaved changes are lost.
	51	{{/warning}}
	52	)))\|(% style="border-color:white" width="30%" %)(((
	53	\|(% style="border-color:white; text-align:center" %){{lightbox image="toolbar_draft.png" width="300"/}}
	54	\|(% style="border-color:white; text-align:center" %){{lightbox image="toolbar_active.png" width="300"/}}
	55	)))
	56
	57	The following controls are available in the bottom left corner of the main survey editor area:
	58
	59	* Zoom in/out ([[image:icon_plus.png]]/[[image:icon_minus.png]]) — changes the display scale of the survey. You can also change the zoom level using the mouse wheel while holding down the Ctrl key.
	60	* Fit to size ([[image:icon_fit.png]]) — changes the scale and centers the editing area so that all survey blocks fit on the screen.
	61	* Lock/unlock editing ([[image:icon_unlock.png]]/[[image:icon_lock.png]]) — allows you to switch between view and edit modes.
	62
	63	=== Survey blocks ===
	64
	65	\|(% style="border-color:white" width="70%" %)(((
36.1	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.
1.1	67
	68	Left-clicking a survey block opens the block editing window. Right-clicking displays an action menu with the following items:
	69
	70	* Edit ([[image:icon_edit.png]]) — opens the block editing window.
	71	* Copy ([[image:icon_copy.png]]) — adds a copy of the selected block.
	72	* Save ([[image:icon_save.png]]) — saves the block for later use in other surveys.
	73	* Delete ([[image:icon_delete_red.png]]) — removes the block from the survey.
	74	)))\|(% style="border-color:white" width="30%" %){{lightbox image="survey_blocks.png" width="330"/}}
	75	\|(% style="border-color:white" width="70%" %)(((
	76	Saved blocks are displayed on the Templates tab of the right-hand toolbar. To add a saved block to a survey, drag it into the main area.
	77	)))\|(% style="border-color:white" width="30%" %){{lightbox image="survey_templates.png" width="330"/}}
	78	\|(% style="border-color:white" width="70%" %)(((
	79	====== Single-choice question ======
	80
	81	A question with answer options where only one can be selected.
	82
	83	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.
	84
	85	For single-choice questions, the Linking mode setting is available:
	86
2.1	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.
36.1	89	* Mixed — similar to multiple mode, but also adds an additional exit point for customers who skipped the question.
1.1	90	)))\|(% style="border-color:white" width="30%" %){{lightbox image="single.png" width="330"/}}
	91	\|(% style="border-color:white" width="70%" %)(((
	92	====== Multiple-choice question ======
	93
36.1	94	A question with answer options where any number of options can be selected.
1.1	95
	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
2.1	98	The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:\|\|anchor="HTransitionconditions"]].
1.1	99	)))\|(% style="border-color:white" width="30%" %){{lightbox image="multiple.png" width="330"/}}
	100	\|(% style="border-color:white" width="70%" %)(((
	101	====== Open-ended question ======
	102
	103	A question without answer options. The customer enters a free-form response in a text field.
	104
2.1	105	The question has one exit point. [[Transition conditions>>doc:\|\|anchor="HTransitionconditions"]] are not provided.
1.1	106	)))\|(% style="border-color:white" width="30%" %){{lightbox image="open.png" width="330"/}}
	107	\|(% style="border-color:white" width="70%" %)(((
	108	====== Matrix ======
	109
	110	A question that asks respondents to rate several characteristics on an N-point scale. The characteristics to be rated are presented as rows, and the ratings as columns.
	111
	112	Two types of matrices are available:
	113
36.1	114	* Classic matrix allows you to manually add the desired columns and set their labels (see the image on the right).
1.1	115	* Scale matrix allows you to set the Number of columns and select the Column style:
	116	Numbers** — digits from 1 to the specified number of columns are used as column labels.
	117	Stars** — stars from 1 to the specified number of columns are used as column labels.
	118	Emojis** — a customizable set of emojis is used as column labels.
	119
	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
2.1	122	The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:\|\|anchor="HTransitionconditions"]].
1.1	123	)))\|(% style="border-color:white" width="30%" %){{lightbox image="matrix.png" width="330"/}}
	124	\|(% style="border-color:white" width="70%" %)(((
	125	====== Rating ======
	126
	127	A question that asks respondents to rate several characteristics on an N-point scale. The Number and Column style can be configured (similar to the matrix question).
	128
	129	In Single mode, the customer is asked to rate a single criterion formulated in the question itself. Optionally, you can set labels for the far-left and far-right elements of the scale to clarify the rating logic for the customer.
	130
	131	In Matrix mode, you can specify several criteria for evaluation. This mode is similar to the matrix question (Scale).
	132
2.1	133	The question has one exit point, which can be linked to the inputs of multiple blocks by configuring [[transition conditions>>doc:\|\|anchor="HTransitionconditions"]].
1.1	134	)))\|(% style="border-color:white" width="30%" %){{lightbox image="rating.png" width="330"/}}
	135
	136	=== Transition conditions ===
	137
	138	\|(% style="border-color:white" width="70%" %)(((
36.1	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.
1.1	140
	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
	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
36.1	145	You can also open the transition conditions window by right-clicking the desired connection.
1.1	146
36.1	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.
1.1	148	)))\|(% style="border-color:white" width="30%" %){{lightbox image="transition.png" width="330"/}}
	149
	150	=== Working with survey versions ===
	151
	152	\|(% style="border-color:white" width="70%" %)(((
	153	Each survey can exist in multiple versions. A survey version can have one of three statuses:
	154
36.1	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).
1.1	156	* Draft — the version is available for editing.
36.1	157	* Archived — the version was previously active.
1.1	158
36.1	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.
1.1	160
	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
	163	{{warning}}
	164	When switching between survey versions, unsaved changes are lost.
	165	{{/warning}}
	166
2.1	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.
1.1	168
36.1	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.
1.1	170
36.1	171	Completion history is available for active and archived versions. Only data related to that specific survey version will be shown.
1.1	172	)))\|(% style="border-color:white" width="30%" %){{lightbox image="survey_versions.png" width="330"/}}
	173
	174	=== Survey settings ===
	175
	176	\|(% style="border-color:white" width="70%" %)(((
	177	In the Survey settings section, you can configure the following settings:
	178
36.1	179	* Survey title and Survey description.
	180	* Limit survey duration — you can specify a date after which survey responses will no longer be accepted.
1.1	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	)))\|(% style="border-color:white" width="30%" %){{lightbox image="survey_settings.png" width="330"/}}
	183
	184	== Sending the survey to customers ==
	185
2.1	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:
1.1	187
	188	{{code language="twig"}}
	189	{{ client.poll('POLL-<number>') }}
	190	{{/code}}
	191
	192	A unique link is generated for each customer.
	193
	194	== (% style="color:inherit; font-family:Montserrat,sans-serif; font-size:26px; font-weight:600" %)Survey results(%%) ==
	195
	196	To view survey results, select the desired survey from the survey list and click the Report button for it.
	197
	198	\|(% style="border-color:white; text-align:center" %){{lightbox image="Report.png" width="1000"/}}
	199
	200	The page displays:
	201
	202	* The question text.
	203	* A list of answer options, along with the number and percentage of customers for each option.
	204	* Next to each option is an icon ([[image:icon_info.png]]) for downloading the list of customers who selected that option. If the survey contains multiple questions, their results are displayed grouped by question, one below the other.
	205
	206	The survey report can be exported to a file. Possible data export options for the report include:
	207
	208	* Raw data,
	209	* Aggregated,
	210	* Aggregated by points of sale.
	211
36.1	212	The following export formats are supported: CSV (UTF-8), CSV (Windows), XLS, XLSX, ODS, HTML.
1.1	213
36.1	214	== Survey responses in the customer profile ==
1.1	215
	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
	218	\|(% style="border-color:white; text-align:center" %){{lightbox image="survey_profile.png" width="1000"/}}
	219
	220	== Using surveys in the segment builder ==
	221
	222	Survey 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 selected answer Z for question Y in survey X"). The Surveys group is used in the segment builder to work with survey data. The following filters are available in the group:
	223
	224	* participated in the survey;
	225	* answer value in the survey.
	226
36.1	227	Below is an example of creating a [[segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.WebHome]] based on surveys:
1.1	228
	229	\|(% style="border-color:white; text-align:center" %){{lightbox image="survey_segment.png"/}}
	230
36.1	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.

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

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Wiki source code of 5. Surveys