Polls
What are polls
The Polls module allows you to conduct polls among customers registered in the Platform.
The poll consists of one or more questions for which a finite set of possible answers is listed. Information about the customer's participation in the poll and selected answers is saved to the customer's profile. This information can then be used in the segment builder.
The customer receives a link via E-mail/SMS/push mail, and by clicking on it, he/she selects an answer on the poll page.
The page for self-entry of answers by the customer:
The customer can participate in the same poll just once. If he/she will try to participate in the same poll again, he/she will receive a message that it is impossible.
Polls are a pluggable feature. By default, they are not enabled. Contact your manager to use them.
Creating poll
To create a poll, select the Polls section in the main menu, and create a new poll there by clicking Create new poll button.
Poll can contain one or more of the following types of questions:
Single choice. Selection of one variant of answer from the list.
Multiple choice. Selection of multiple answers from the list. (It is possible to limit the number of answers)
Matrix. The main question and a table consisting of sub-questions and answers.
Open question. Poll respondent gives the answer in his/her own words.
Text. Block for additional information/thank you message.
In each preset you can customize the following:
Obligation of an answer to the question;
The conditions of question visibility.
You can save, cancel, and test a poll. A test allows you to see how the poll will look to the customer and if it works with the logic (question visibility conditions) you've built into the poll.
Sending poll to customers
The poll can be delivered via one of the following communication channels: e-mail/SMS/push.
This is done in two following steps:
User creates and saves the poll;
Then, user creates a mailing to deliver a message containing a link to the poll to respondents.
The second step is to insert a link to the poll in the mailing using a macro:{{client.poll('Poll_name')}}.
This will simply generate a link address like the following:https://app.loymaxsc.net/vote/?unique_identifier_poll_for_customer
A unique link is generated for each customer/
You can make the link clickable in the e-mail mailing and change the link text in two ways:
First method:
Go to editing the source code:
And write the code like the following:
<a href="{{client.poll('Poll_name')}}">text of the link</a>
In this case, the code similar to the following HTML code will be generated:
<a href="https://app.loymaxsc.net/vote/?unicue_identifier_poll_for_customer">text of the link</a>
Second method:
Highlight the required word and select Insert link in the upper panel
In URL field, insert the macros {{client.poll('name')}}, where name = poll name, and click Insert.
Examples of mailing poll link
Poll results
To see the results of a poll, select the poll you're interested in from the list of polls and click Report button located beside it.
The page displays the following information:
Text of the question;
The list of answer choices, the number of customers for each option, and the percentage.
Next to each option is a magnifying glass icon for downloading the list of customers who chose this option.
If there are several questions in the poll, their results are displayed grouped by question one under another.
Working with polls in customer's profile
In the customer's profile, the Polls tab provides information about the polls assigned to this customer and how the customer responded to each question:
Using polls in the Segment builder
You can use poll data for filtering when you build segments in the segment builder (for example, "Show customers who chose answer Z in poll X to question Y").
The segment builder uses the Polls group to work with poll data. The following filters are available in the group:
Participated in the poll;
The value of the answer in the poll.
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