Changes for page Retail Engine CRM

Summary

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

Details

Page properties

Author

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1		-XWiki.zanina
	1	+XWiki.safronovams

Content

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15	15	* **Personal details** – the customer's personal data is filled in the Personal Account by the customer or by the Call Center operator during registration. The System allows to create an [[application form>>doc:Main.Using.MMP.Admin_panel.Questionnaire_designer.WebHome]] of any complexity with any set of questions and tailor it to the specific business needs.
16	16	* **Contacts **– confirmed phone number, email, messenger, [[social network>>doc:Main.General_information.Additional_services.Social_networks.WebHome]] accounts. This information is also used for [[customer identification>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Typical_operations.Client_identification_on_cash_register.WebHome]] in the Loyalty Program.
17	17	* **Subscriptions and message history** - [[setting up notifications>>doc:Main.Using.MMP.Configurations.Subscription_types.WebHome]] through various communication channels to which the customer has agreed or unsubscribed, including messages with the send date and delivery status.
18		-* **Cards and accounts. **Card is a physical or virtual customer identifier that has a category, type, number and state. The System stores the history of card replacement and information about cards arranged in a group. Account is a virtual bonus account containing an activated (available for payment) and non-activated balance in a certain currency (bonus points, stars, etc.). The account information contains details on the number of bonus points to be activated or expired by time periods. One card can contain [[several accounts>>doc:Main.General_information.Retailengine_Loyalty.Multi_currency_account.WebHome]], and an account can be linked to several cards, including cards of several customers (in case of card merging).
	18	+* **Cards and accounts. **Card is a physical or virtual customer identifier that has a category, type, number and state. The System stores the history of card replacement and information about cards arranged in a group. Account is a virtual bonus account containing an activated (available for payment) and non-activated balance in a certain currency (bonus points, stars, etc.). The account information contains details on the number of bonus points to be activated or expired by time periods. One card can contain [[several accounts>>doc:Main.General_information.Loymax_Loyalty.Multi_currency_account.WebHome]], and an account can be linked to several cards, including cards of several customers (in case of card merging).
19	19	* **Purchase history** – information about all customer purchases, including outstanding and canceled transactions on all cards with the possibility of providing a detailed breakdown to a triggered offer per each receipt position and search by date, point of sale, receipt number or card number.
20	20	* **Customer history** – information on confirmed transactions performed on customer cards — accrual and deduction of bonus points, discounts, and additional accruals/deductions (e.g. for activity within the Loyalty Program).
21	21	* **Audit **- information about customer’s actions in the Personal Account (change of personal details, contacts, subscriptions, activity in social networks, friends' invitation).
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23	23	* **Promotional content **– offers [[configured in Retail Engine Platform>>doc:Main.Using.MMP.Communications.Promotion_materials.WebHome]] and displayed to customers in their Personal Account (on the website, in the Mobile App).
24	24	* **Favorite Products** –  [[personal products>>doc:Main.General_information.Loymax_Loyalty.Offers.Individual_offers_in_LP.Favorite_goods_offer.WebHome]] for the purchase of which customers can receive higher preferences.
25	25	* **Coupons **– [[coupons>>doc:Main.Usage.MMP.Marketing.Coupons.WebHome]] issued to customers as part of promotional offers and redeemed upon purchases.
26		-* **Statuses **–  current level of the customer in the [[status systems>>doc:Main.General_information.Retailengine_Loyalty.Status_system.WebHome]] used.
	26	+* **Statuses **–  current level of the customer in the [[status systems>>doc:Main.General_information.Loymax_Loyalty.Status_system.WebHome]] used.
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28	28	**Some of this information is stored in the [[customer attributes>>path:/xwiki/bin/get/Main/General_information/CRM/?sheet=CKEditor.ResourceDispatcher&outputSyntax=plain&language=ru&type=doc&reference=.Client_attributes.WebHome&typed=true]]. Interaction with customers through the Loyalty Program is carried out based on the values of such attributes.**
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