Changes for page Loymax CRM
From version 5.1
edited by Anastasia Zanina
on 2024/02/22 08:27
on 2024/02/22 08:27
Change comment:
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To version 7.1
edited by Vera Retyeva
on 2025/05/07 09:24
on 2025/05/07 09:24
Change comment:
There is no comment for this version
Summary
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Page properties (2 modified, 0 added, 0 removed)
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. zanina1 +XWiki.VeraRetyeva - Content
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... ... @@ -15,7 +15,7 @@ 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.Multi scount.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). ... ... @@ -22,7 +22,7 @@ 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.Us ing.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.** ... ... @@ -32,5 +32,5 @@ 32 32 **Read also:** 33 33 34 34 * [[Customer lifecycle>>doc:.Customer_lifecycle.WebHome]] 35 -* [[CRM features in MMP>>doc:Main.Us ing.MMP.CRM.WebHome]]35 +* [[CRM features in MMP>>doc:Main.Usage.MMP.CRM.WebHome]] 36 36 )))