Loymax, 2025

Changes for page Loymax CRM


From version 5.1
edited by Anastasia Zanina
on 2024/02/22 08:27
Change comment: There is no comment for this version
To version 6.1
edited by Anastasia Zanina
on 2024/06/19 07:43
Change comment: There is no comment for this version

Summary

Details

Page properties
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.Loymax_Loyalty.Multiscount.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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22 22  * **Support service **– history of the [[message exchange>>doc:Main.Using.Feedback.WebHome]] between customer and the Call Center operators.
23 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 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.
25 +* **Coupons **– [[coupons>>doc:Main.Usage.MMP.Marketing.Coupons.WebHome]] issued to customers as part of promotional offers and redeemed upon purchases.
26 26  * **Statuses **–  current level of the customer in the [[status systems>>doc:Main.General_information.Loymax_Loyalty.Status_system.WebHome]] used.
27 27  
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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32 32  **Read also:**
33 33  
34 34  * [[Customer lifecycle>>doc:.Customer_lifecycle.WebHome]]
35 -* [[CRM features in MMP>>doc:Main.Using.MMP.CRM.WebHome]]
35 +* [[CRM features in MMP>>doc:Main.Usage.MMP.CRM.WebHome]]
36 36  )))