liquidpoll

frankopazo

Integration with FluentCRM to Liquidpoll plugin.
By using FluentCRM and LiquidPoll together with this integrator plugin, you can directly onboard users with a poll and get them segmented by their responses into the CRM database according to tags and lists.
You can tag members or participants based on the following 3 ways or in combination of these: 
 1. Option Selected > Add custom tag 
 2. Lead Form Submitted > Add custom tag 
 3. Lead Form Submitted > Add contact to a list
So the user’s journey is Respond to poll > Complete the form (Name, Email etc.) > Submit
Done! The user would be added to your contact list segment.
Required Plugins 
 * <a href="https://wordpress.org/plugins/wp-poll/" rel="ugc">LiquidPoll Free</a> or <a href="https://www.liquidpoll.com/pro/" rel="nofollow ugc">LiquidPoll PRO</a> 
 * <a href="https://wordpress.org/plugins/fluent-crm/" rel="ugc">FluentCRM Free</a> 
 * LiquidPoll – FluentCRM Integration plugin
<h3>How to use?</h3>
To transform any poll into a FluentCRM input tool you need to have this integrator plugin installed. Any member or participant who are responding to your poll gets automatically tagged and segmented by this process.
<h3>Polls Connected to Lists & Tags</h3>
Any poll you have created can be assigned to a FluentCRM List or Tag.
Simply go to the Form tab of your poll and add the list and tag you want to associate.
<h3>Poll Responses Connected to Tags</h3>
Any poll otions can also be associated with a tag you have created in FluentCRM.
In the Options tab of your poll, simply select the Tag against each option.
This integration only works with multi choice polls right now, it does not work with NPS or reaction type polls.
<h3>What is LiquidPoll?</h3>
LiquidPoll allows you to integrate a highly customisable polling system with so many options to control each poll to your WordPress website/blog. It’s a super easy solution to take opinions from visitors/users with multiple styles/themes.
<h3>LiquidPoll Features and Uses</h3>
<h4>ENGAGE THE AUDIENCE ON YOUR WEBSITE WITH POLLS</h4>
Make your blog posts or your website pages more dynamic for your visitors. Adding a poll into your content allows your readers not only to engage with your content but also to draw conclusions. It is such a creative tool that once you start using it, your content will never be the same.
<h4>CHECK YOUR BRAND HEALTH WITH NPS SURVEYS</h4>
LiquidPoll also supports survey formats in multiple themes so you can tag along any kind of content on your website and actively monitor how your company, brand or product is performing. This can become a very useful tool to understand your happiness score.
<h4>CUSTOMIZE IN ANY STYLE</h4>
There are more than 10 themes, but you can also customize your polls and themes to any style suitable for your website or branding. Add images, change between displaying progress bars or percentages or both, and add a countdown timer – there are more than 100 ways to design the same poll. You get a live preview of your typography changes as you edit the font, spacing, size, style, colour, background and more.
<h4>CATEGORIZE AND MANAGE</h4>
LiquidPoll has adequate features to quickly organize all your polls and surveys into one place so that you can navigate easily from the backend.
<h4>POLL LISTING</h4>
Display all your polls in one place so that you can create a landing page where people can simply come and play. Having multiple polls on a page opens possibilities for gamification of your website.
<a href="https://liquidpoll.com/contact" rel="nofollow ugc">REPORT ANY ISSUE</a> or contact support or <a href="https://www.facebook.com/groups/liquidpoll/" rel="nofollow ugc">join the community</a>.

LiquidPoll – FluentCRM Integration

Integrate FluentCRM in Liquidpoll plugin.

codepeople

Polls CP features:
<ul>
<li>Classic one-click radio-button polls </li>
<li>Advanced polls with dependant questions</li>
<li>Export results to Excel / CSV</li>
<li>Printable list of votes</li>
<li>Visual drag and drop form builder </li>
<li>Anti-spam captcha </li>
<li>Field validation</li>
<li>Graphic reports</li>
<li>Printable reports</li>
<li>Email notifications</li>
<li>Automatic email reports</li>
<li>… and more features (see below)</li>
</ul>
With Polls CP you can publish a poll into a page/post and optionally display statistics of the results. You can receive email notifications every time a vote is added or opt to receive Excel reports periodically.
The Polls can have dependant questions, this means that some questions are displayed depending of the selection made on other questions.
<h4>More about the Main Features:</h4>
<ul>
<li>Votes can be limited to one per user: Poll votes can be limited to one per user based in cookies or IP verification. Can be also set to accept unlimited votes.</li>
<li>Interactive questions: The questions can be shown or hidden depending of the selection made on previous questions. </li>
<li>All languages supported: Visually configurable/editable for any language. </li>
<li>Email delivery / notifications: The poll votes can be by email to one or more email addresses.</li>
<li>Poll votes saved into the database: For keeping a record of the received poll votes, generate statistics and export data.</li>
<li>Printable list of votes: Get the list of votes received from the poll form within a selected date range and print it.</li>
<li>Export data to CSV/Excel: Export the polls data to a standard format that can be used by other applications.</li>
<li>Automatic reports: Provide automatic reports of the poll form usage and votes. Report of daily votes and accumulative hourly report. Printable reports for specific fields into the poll. Helps you to understand your data.</li>
<li>Automatic email reports: Automatic reports sent to the indicated email addresses on a regular period.</li>
<li>Form Validation: Set validation rules to avoid getting empty answers.</li>
<li>Anti-spam protection: Built-it captcha anti-spam protection. </li>
<li>Drag and drop poll form builder: A basic and easy to use poll form builder for customizing the poll fields and form validation.</li>
<li>Customizable email messages: Specify the text of the email notifications. Supports both plain text emails and HTML formatted emails.</li>
<li>Multi language support: The poll form builder allows to enter the field labels and validations in any language. It supports special characters.</li>
</ul>
<h4>Votes List</h4>
The poll votes list helps to check the previous votes and print or export them. Includes a search/filter form with the following options:
<ul>
<li>Search for: Search for a text into the poll votes.</li>
<li>From … to: Date interval to be included in the list/reports.</li>
<li>Item: You can have more than one poll form. Select here if you want to get the results of a specific poll form or from all poll forms.</li>
<li>Filter: Shows the list according to the selected filters/options.</li>
<li>Export to CSV: Export the CSV data according to the selected filters/options.</li>
</ul>
The CSV file will contain a first row with the field names and the next rows will contain one poll vote per row, with one for field on each column. This way you can easily import the data from other applications or just select the columns/fields that you need. A CSV file can be opened and managed using Excel.
A print button below the list provides the poll votes in a printable format.
<h4>The Poll Reports</h4>
The reports section lets you analyze the use of the poll forms and the data entered into them. The first section of the reports is a filter section similar to the one that appears in the poll votes page. Below the filters section there are three graphical reports:
<ul>
<li>
Votes per day: The report will display in point-lines graphic how many poll votes have been received each day in the selected date range. This report can be used to evaluate the usage peaks and measure the impact of marketing actions.
</li>
<li>
Votes per hour: The report will display in a point-lines graphic how many poll votes are received on each hour of the date; this is for the total poll votes in the selected date range. This report can be used for checking peak hours and focus the marketing actions on those hours.
</li>
<li>
Report of values for a selected field: Select any of the poll fields and other information fields (like date, IP address, hours) to get a report of how many times each value have been selected.
</li>
</ul>
A print button at the end of the page can be used to print the report of the values for the selected poll field in a printer-friendly format.
<h4>Automatic Email Reports</h4>
The Polls CP plugin allows the setup of two types of automatic (periodical) email reports:
<ul>
<li>
Global Email Reports: Can be setup below the list of polls. This report sends a report with the new poll votes of all polls every the specified number of days.
</li>
<li>
Poll Email Reports: Can be setup on the settings page of each poll. This report sends a report with the new poll votes of the related poll every the specified number of days.
</li>
</ul>
The reports are attached in a CSV / Excel file into the emails. In both cases the destination email addresses, email subject, email text and the report’s interval can be specified. More info available in the section “Other Notes”. 
Opening the poll votes in Excel: Go either to the “Reports” or “Votes” section. There is a button labeled “Export to CSV”. CSV files can be opened in Excel, just double-click the downloaded CSV file, it will contain the selected poll votes, one per line.
Deleting a poll vote: Go to the “Votes” section and use the button labeled “Delete” for the poll vote you want to delete. Each row in that list is a poll vote.
Customizing the captcha image: The captcha image used in the poll form is 100% implemented into the plugin, this way you don’t need to rely on third party services/servers. In addition to the settings for customizing the captcha design you can also replace the font files located into the folder “cp-polls/captcha/”. The fonts are used as base for rendering the captcha on the poll form.
Poll vote notification email format: The notifications emails sent from the poll form can be either plain-text emails or HTML emails. Plain text emails are preferred in most cases since are easier to edit and pass the anti-spam filters with more probability.
Poll Clone button: The clone button duplicates a complete poll with its settings. The poll votes and statistics aren’t duplicated.
<h4>Custom poll vote button</h4>
There is a settings section info each form that allows to specify the label of the vote button.
The class=”pbSubmit” can be used to modify the button styles.
The styles can be applied into any of the CSS files of your theme or add the needed styles into the “Customization area >> Add Custom Styles” (at the bottom of the page that contains the list of polls).
For further modifications the vote button is located at the end of the file “cp-public-int.inc.php”.
<h4>Customizing the automatic email reports</h4>
The settings for the email reports (both the global and per form reports) include the following configuration fields:
<ul>
<li>Enable Reports?: Option for enabling / disabling the reports.</li>
<li>Send report every: Indicate every how many days the reports will be sent.</li>
<li>Send after this hour (server time): Approximate time at which the reports will be sent. This time is based on the server time. Some activity is needed on the website for sending the reports. You can setup a cron for a more exact delivery time.</li>
<li>Send email from: The “from” email used for the reports. Avoid @aol.com and @hotmail.com “from” addresses to skip the anti-spam filters.</li>
<li>Send to email(s): The list of emails (comma separated) that will receive the reports.</li>
<li>Email subject: Subject of the email that will be sent with the poll reports.</li>
<li>Email format?: Format of the email that will be sent with the poll reports. Can be HTML or Plain Text. In most cases plain text is easier to setup and has less problems with anti-spam services.</li>
<li>Email Text (CSV file will be attached): Content of the email that will contain the poll reports. The reports will be attached in CSV format into the email.</li>
</ul>
<h4>The poll votes database</h4>
The votes received via the poll form are stored into the WordPress database table “wp_cppolls_messages”. You can export that data in form of automatic email reports or in CSV/Excel format from the votes list area. If needed you can also query that table directly for further processing of the poll votes.
<h4>Importing votes</h4>
There is an option to import votes into the Polls CP plugin. That option is located below the votes list and is labeled “Import CSV”.
The votes can be imported in a comma separated CSV file. One record per line, one field per column. Don’t use a header row with the field names.
The first 3 columns into the CSV file are the time, IP address and email address, if you don’t have this information then leave the first three columns empty. After those initial columns the fields (columns) must appear in the same order than in the form.
Sample format for the CSV file:
<pre><code>2013-04-21 18:50:00, 192.168.1.12, john@sample.com, "john@sample.com", "sample subject", "sample message"
2013-05-16 20:49:00, 192.168.1.24, jane.smith@sample.com, "jane.smith@sample.com", "other subject", "other message"
</code></pre>
<h4>From address used for the emails</h4>
Into the “Form Processing / Email Settings” section the first settings field is named “Send email “From” and has the following options:
<ul>
<li>
From fixed email address indicated below – Recommended option: If you select “from fixed…” the customer email address will appear in the “to” address when you hit “reply”, this is the recommended setting to avoid mail server restrictions.
</li>
<li>
From the email address indicated by the customer: This option isn’t available in this version since the poll form builder doesn’t have the email field.
</li>
</ul>
<h4>The drag and drop poll form builder</h4>
The Poll Form Builder lets you to add/edit/remove fields into the poll form and also to specify the validation rules for your poll form (required fields).
In other versions of the plugin the following field types are also available: Numeric field with specific validations, Date-picker, Checkboxes, Multiple Choice, Dropdown / Select, Upload file fields, Password, Phone with specific validations, static texts, test fields, email fields, textarea fields, section breaks and page breaks for multi-page poll forms.
Other features in the poll form builder:
<ul>
<li>Dependent fields: Use this feature for show/hide fields (any field type) based in the selection made on other fields (radiobuttons fields or also checkboxes and drop-down fields if available).</li>
</ul>
Editing the field settings in the Poll Form Builder:
When you click a field already added into the poll form builder area, you can edit its details and validation rules. The following properties are available:
<ul>
<li>Field Label: Label for the field in the public poll form and into the email.</li>
<li>Field tag for the message: In addition to the general %INFORMATION% tag, you can use this tag to show the field value into a specific tag of the email. More info at the WordPress Polls CP FAQ.</li>
<li>Specific settings: The settings depends of the field type.</li>
<li>Validation rule: The validation rules depends of the field type, the most common is “required”.</li>
<li>Predefined value: Pre-filled value for the field, if any.</li>
<li>Instructions for user: This text will appear in a smaller form below the field. It’s useful for giving instructions to the user.</li>
<li>Add CSS layout keywords: Customize the look & feel. More info at the WordPress Polls CP FAQ.</li>
</ul>

Polls CP

Create classic polls and advanced polls with dependant questions. Voting / survey system.

LiquidPoll – FluentCRM Integration vs Polls CP