Changes for page Loymax CRM

Summary

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

Details

Page properties

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1		-Sandbox.WebHome
	1	+Main.General_information.WebHome

Content

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13	13	The customer database is updated throughout the entire [[customer lifecycle>>doc:Main.General_information.CRM.Member_lifecycle.WebHome]] and contains the following data:
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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		-* **Contacts **— confirmed phone number, email, messenger, [[social network>>doc:Main.General_information.Additional_services.Social_networks1.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		-* **Subscriptions and message history** - [[methods of sending messages>>doc:Main.Using.MMP.Configurations.Subscription_types.WebHome]] through various communication channels to which the customer has consented or unsubscribed, as well as the messages themselves with the date of sending 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 replacing cards, as well as information about cards 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 information about the accounts contains details on the time periods of the number of bonus points to be activated or expired. One card can contain [[several accounts>>doc:Main.General_information.Loymax_Loyalty.Multiscount.WebHome]], and an account can be linked to several cards, including several customers (when merging cards).
19		-* **Purchase history** - information about all customer purchases, including unfinished and canceled operations on all cards, with the possibility of detailing to a triggered offer for each cheque position and search by date, POS, cheque number or card number.
20		-* **User history** - information on confirmed transactions conducted on customer cards - accrual and deduction of bonus points for purchases, discounts, as well as additional accruals/deductions (for example, for activity in the loyalty program).
21		-* **Audit **- information about the customer’s actions in the Personal Account (changing personal details, contacts, subscriptions, activity on social networks, inviting friends).
22		-* **Support service **- the history of the [[exchange of messages>>doc:Main.Using.Feedback.WebHome]] between the customer and the Call Center agents.
23		-* **Promotional content **- offers [[configured in the MMP>>doc:Main.Using.MMP.Communications.Promotion_materials.WebHome]] and displayed to the customer in his/her Personal Account of the LP (on the site, in the Mobile Application, in the Chatbot).
24		-* **Favorite Products** - [[personal products>>doc:Main.General_information.Loymax_Loyalty.Offers.Individual_offers_in_LP.Favorite_goods_offer.WebHome]] for which the customer can receive increased preferences.
25		-* **Coupons **- [[coupons>>doc:Main.Using.MMP.Marketing.Coupons.WebHome]] issued to the customer on offers and redeemed upon purchases.
26		-* **Statuses **- the current level of the customer in the used [[status systems>>doc:Main.General_information.Loymax_Loyalty.Status_system.WebHome]].
	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	+* **Contacts **– confirmed phone number, email, messenger, [[social network>>doc:Main.General_information.Additional_services.Social_networks1.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	+* **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.Loymax_Loyalty.Multiscount.WebHome]], and an account can be linked to several cards, including cards of several customers (in case of card merging).
	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	+* **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	+* **Audit **- information about customer’s actions in the Personal Account (change of personal details, contacts, subscriptions, activity in social networks, friends' invitation).
	22	+* **Support service **– history of the [[message exchange>>doc:Main.Using.Feedback.WebHome]] between customer and the Call Center operators.
	23	+* **Promotional content **– offers [[configured in the MMP>>doc:Main.Using.MMP.Communications.Promotion_materials.WebHome]] and displayed to customers in their Personal Account (on the website, in the Mobile App).
	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	+* **Coupons **– [[coupons>>doc:Main.Using.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.Loymax_Loyalty.Status_system.WebHome]] used.
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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]]. Based on the values of these attributes, there is interaction with customers through the Loyalty Program.//
	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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30	30	(% class="box" %)
31	31	(((
32	32	**Read also:**
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34		-* [[Customer Lifesycle>>doc:Main.General_information.CRM.Member_lifecycle.WebHome]]
35		-* [[CRM Features in MMP>>doc:Main.Using.MMP.CRM.WebHome]]
	34	+* [[Customer lifecycle>>doc:Main.General_information.CRM.Member_lifecycle.WebHome]]
	35	+* [[CRM features in MMP>>doc:Main.Using.MMP.CRM.WebHome]]
36	36	)))