Loymax, 2026
From version 11.1
edited by Andrej Rylov
on 2025/10/08 10:57
Change comment: There is no comment for this version
To version 12.1
edited by Andrej Rylov
on 2025/12/24 10:54
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -5,161 +5,159 @@
5 5  {{toc depth="2" start="2"/}}
6 6  )))
7 7  
8 -== Customer Profile ==
8 +== Customer profile ==
9 9  
10 -Comprehensive customer information containing:
10 +A comprehensive set of information about a customer, including:
11 11  
12 -* Customer attributes (for example — name, phone number, gender, city, external metrics);
13 -* Customer's transaction data (purchase history or service order history);
14 -* Customer-related events (reaching out to the call center, website visits, etc.);
15 -* Metrics generated in the System (number of orders, average customer basket, last order date, RFM segment, and more).
12 +* Customer attributes (e.g., name, phone number, gender, city, external metrics).
13 +* Transactional data (purchase or order history).
14 +* Customer-related events (contact center inquiries, website visits, etc.).
15 +* System-calculated metrics (number of orders, average order value, last order date, RFM segment, etc.).
16 16  
17 -|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Customer_Karl.png" width="1000"/}}
17 +|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Customer_Karl.png" width="1200"/}}
18 18  
19 19  (% class="wikigeneratedid" id="H41243E43743C43E43643D43E44144243844043043143E44244B44143A43B43843543D44244143A43E43943143043743E439" %)
20 -**Customer base capabilities:**
20 +**Capabilities for working with the customer database:**
21 21  
22 -* Creating customer 360 profile:
23 -** all known customer details;
24 -** values of customer metrics;
22 +* Creation of a 360-degree customer profile containing:
23 +** all known customer information;
24 +** customer metric values;
25 25  ** customer transactions;
26 -** customer-related events;
27 -** history of mass messagings related to the customer, assignment of metrics, accrual of bonus points;
26 +** customer events;
27 +** history of communications, metric assignments, and point accruals;
28 28  ** website visit history;
29 -** customer impact and their response actions.
30 -* Automatic tagging of customers based on rules;
31 -* Automatic accrual of bonus points based on rules (for example, for certain actions);
32 -* Attributing assisted customer transactions (online/offline) to specific communication chains and mass mailings;
33 -* Automatic data quality improvement: standardizing phone numbers and emails, identification of time zone and operator by phone number and email;
34 -* Calculation and visualization of customer interests based on the history of website visits.
29 +** system-initiated actions toward the customer and the customer’s responses.
30 +* Rule-based automatic point accrual (e.g., for specific actions).
31 +* Attribution of assisted customer transactions (online/offline) to specific communication sequences and mass campaigns.
32 +* Automatic data quality improvement: standardization of phone numbers and email addresses, automatic detection of time zones, mobile operators, and email providers.
33 +* Calculation and visualization of customer interests based on website browsing history.
35 35  
36 36  == Segment ==
37 37  
38 -A segment is a set of customers united by a common feature or a set of features. Segmentation features and sampling capabilities include:
37 +A set of rules defining a group of customers unified by one or more shared characteristics. Segmentation and audience selection capabilities include:
39 39  
40 -* Visual sampling editor;
41 -* Samples by customer properties, customer transaction properties, transaction composition;
42 -* Samples by tags, grades, calculated metrics (AOV, CLTV, RFM, etc.), bonus points;
43 -* Samples based on the customer interests and history of website visits;
44 -* Samples by customer events;
45 -* Samples based on survey results;
46 -* Samples based on customer communication history and customer response to communication;
47 -* Saved segments;
48 -* Support for customer source / transaction source;
49 -* Support for user fields in customer profiles, transactions, transaction lines.
39 +* Visual audience builder.
40 +* Selection based on customer properties, transaction properties, and transaction contents.
41 +* Selection based on bonus points, calculated metrics (AOV, CLTV, RFM, etc.), and bonuses.
42 +* Selection based on customer interests and website visit history.
43 +* Selection by customer events.
44 +* Selection based on survey responses.
45 +* Selection by communication history and customer responses to messages.
46 +* Saved segments.
47 +* Support for customer/transaction source tracking.
48 +* Support for custom fields in customer profiles, transactions, and transaction lines.
50 50  
51 51  (((
52 52  (% class="box" %)
53 53  (((
54 -**Examples of segments**: one-time buyers, regular buyers, residents of Houston, dental powder buyers over 30 years old.
53 +**Segment examples**: one-time buyers, regular buyers, residents of Novosibirsk, toothpaste buyers over age 30.
55 55  )))
56 56  
57 -The System stores the rules for selecting customer profiles and current values of metrics such as the number of profiles, average check, LTV, etc. for each segment.
56 +For each segment, the system stores the selection rules and current segment metrics: number of profiles, average check, LTV, etc.
58 58  
59 -Segments are recalculated several times a day.
58 +Segments are recalculated multiple times per day.
60 60  
61 61  (% class="box" %)
62 62  (((
63 -**Example of sampling rules**:
62 +**Example selection rules**:
64 64  
65 -* Contacts. SMS subscription is active: yes;
66 -* Customer. Number of orders: more than or equal to 1;
67 -* Customer. Age: more than or equal to 30.
64 +* Contact. SMS subscription active: yes.
65 +* Customer. Number of receipts: greater than or equal to 1.
66 +* Customer. Age: greater than or equal to 30.
68 68  
69 -A list of buyers over 30 years old who have made at least one purchase and receive SMS notifications will be formed based on these rules.
68 +These rules generate a list of customers over 30 who have made at least one purchase and are subscribed to SMS notifications.
70 70  
71 -|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Segment_example.png" width="1000"/}}
72 -
73 -
70 +|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Segment_example.png" width="1200"/}}
74 74  )))
75 75  
76 -== Tags ==
73 +== Target audiences ==
77 77  
78 -Tagging allows to create a named list of customers.
75 +Creating a target audience allows you to define a named list of customers.
79 79  
80 -For example, you can select all customers who bought a laptop in 2019 and tag them as "Laptop 2019".
77 +For example, you can select all customers who purchased a laptop in 2019 and assign them the tag “Laptop 2019”.
81 81  
82 82  (% class="box infomessage" %)
83 83  (((
84 -Only those customers who fit the condition at the time the tag was created will be tagged.
85 -For example, if the tag "Laptop 2019" was set in August and the customer bought a laptop in September, then this customer will not be tagged.
81 +Only customers who met the criteria at the time of audience creation are included.
82 +For instance, if the “Laptop 2019” audience was created in August, a customer who bought a laptop in September will not be added to this audience.
86 86  )))
87 -)))
88 88  
89 89  (% class="wikigeneratedid" %)
90 -Read more about how to set a tag in a separate [[article>>https://docs.loymaxsc.net/features/segmentation/tags#ustanovka-i-snyatie-metok ]].
86 +For instructions on creating a target audience, see the [[article>>doc:Main.Usage.Smart_Communications.Customers.Target_audiences.WebHome]].
91 91  
92 -== Mass mailing ==
88 +== Mass messaging ==
93 93  
94 -Mass mailing is a onetime task for the System to select the customer profiles from a segment and send them a preset message. The following channels are available for mass mailings: email, SMS/Viber, push notifications.
90 +A one-time system task to select customer profiles from a specified segment and send them a predefined message. The following channels are available for mass messaging: email, SMS/Viber*, and push notifications.
95 95  
92 +*//Viber access is restricted in the Russian Federation. Usage in other countries is governed by local regulations.//
93 +
96 96  == Campaign ==
97 97  
98 -Campaigns are communication chains that describe the rules of the System interaction with customers. Campaigns are automatically executed by the System at a specified frequency.
96 +Campaigns are automated communication sequences that define rules for system interaction with customers. Campaigns are executed automatically by the system at a specified frequency.
99 99  
100 100  (% class="wikigeneratedid" id="H41243E43743C43E43643D43E44144243844043043143E44244B44143A43E43C43C44343D43843A43044643843E43D43D44B43C43844643543F43E44743A43043C43843843C43044144143E43244B43C43844043044144144B43B43A43043C438:" %)
101 -**Capabilities of communication chains and mass mailings:**
99 +**Capabilities for managing communication sequences and mass campaigns:**
102 102  
103 -* Automated communication chains and manual mass mailings;
104 -* Visual editor of communication chains;
105 -* Unlimited length, number of conditions and branches in communication chains;
106 -* Over 20 types of adjustable[[ triggers>>https://docs.loymaxsc.net/features/campaigns/triggers ]] launching the chains, including arbitrary customer and system-wide external events, abandoned carts, and other website events;
107 -* Managing the criteria for customer re-entry into the communication chain;
108 -* Visual message editor;
109 -* Message preview on devices of different size: PC, tablet, phone;
110 -* Text templates;
111 -* Templates import;
112 -* Quick assembly of text messages from templates;
113 -* Advanced [[template engine>>https://docs.loymaxsc.net/features/personalizaciya/makrosy ]] with support for conditions and cycles;
114 -* Variables: any attributes from the customer profile and from customer-related objects (orders, events) can be added to the message;
115 -* Option for the recipient to unsubscribe.
116 -* Personalization based on the history of website visits (viewed product categories, viewed products, abandoned carts);
117 -* Visualization of communication chains and mass messagings in the calendar;
118 -* Sending emails and delivery analytics;
119 -* Sending emails via an external provider or via Loymax Smart Communications delivery infrastructure (up to 18 million emails per day);
120 -* Sending SMS and the respective analytics;
121 -* Sending push notifications and the respective analytics;
122 -* Analysis of delivery errors, server responses and spam filters of email service providers — marking incorrect email addresses and phone numbers;
123 -* A/B tests of communication chains;
124 -* A/B-tests of mass mailings;
125 -* Sending test messages;
126 -* Accounting for the recipient's time zone when sending text messages.
101 +* Automated communication sequences and manual mass campaigns.
102 +* Visual campaign builder.
103 +* Unlimited sequence length, conditions, and branching.
104 +* Over 20 types of configurable [[triggers>>doc:Main.Usage.Smart_Communications.Campaigns.Triggers.WebHome]], including custom customer and system-wide external events, abandoned carts, and other on-site activities.
105 +* Control over customer re-entry criteria into communication sequences.
106 +* Visual message editor.
107 +* Message preview across device sizes: desktop, tablet, mobile.
108 +* Email templates.
109 +* Template import.
110 +* Rapid message assembly from prebuilt blocks.
111 +* Advanced [[template engine>>doc:Main.Usage.Smart_Communications.Mass_messaging.Template_engine.WebHome]] with support for conditions and loops.
112 +* Variables: insertion of any customer profile attribute or related object data (receipts, events) into messages.
113 +* Recipient unsubscribe mechanism.
114 +* Personalization based on website behavior (viewed categories, viewed products, abandoned carts).
115 +* Calendar-based visualization of communication sequences and campaigns.
116 +* Email delivery and analytics.
117 +* Email sending via external ESPs or Loymax Smart Communications’ own high-throughput infrastructure (up to 18 million emails per day).
118 +* SMS delivery and analytics.
119 +* Push notification delivery and analytics.
120 +* Delivery error analysis, including server responses and spam filter feedback—automatic flagging of invalid email addresses and phone numbers.
121 +* A/B testing for campaigns and mass messagings.
122 +* Test message sending.
123 +* Time zone–aware SMS delivery scheduling.
127 127  
128 128  (% class="box" %)
129 129  (((
130 -**Campaign example:**
127 +**Campaign example**:
131 131  
132 -* Black Friday date: November 24, 2023;
133 -* Select customers from the segment: regular customers;
134 -* Send SMS message.
129 +* Trigger date: November 24, 2023;
130 +* Select customers from segment: regular buyers;
131 +* Send push notification.
135 135  
136 -As part of this campaign, all customers who fall within the **Regular Customers** segment will receive an SMS message 24 hours before Black Friday.
133 +In this campaign, all customers in the **Regular buyers** segment will receive a push notification 24 hours before Black Friday.
137 137  
138 -|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Campaign_en.png" width="800"/}}
135 +|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Campaign_en.png" width="1200"/}}
139 139  )))
140 140  
141 141  == Analytics ==
142 142  
143 -Smart Communications provides the ability to monitor and analyze processes. The data obtained is used to generate reports and make further decisions regarding customer management.
140 +Loymax Smart Communications provides comprehensive monitoring and analytics capabilities. The collected data supports reporting and strategic decision-making for customer engagement.
144 144  
145 145  (% class="wikigeneratedid" id="H41243E43743C43E43643D43E44144243843F43E44043043143E44243544143043D43043B43844243843A43E439:" %)
146 -**Analytical capabilities:**
143 +**Analytics capabilities:**
147 147  
148 -* Standard reports on the customer base.
149 -* Summary reports for each communication channel, trigger chain summary report.
150 -* Trend and current snapshot of customer base quality metrics.
151 -* Trend and current snapshot of message delivery for mass messagings and communication chains.
152 -* Trend and current snapshot of conversion funnel for mass messagings and communication chains.
153 -* Efficiency of mailings and communication chains — trend of assisted transactions in relation to specific mass messagings and communication chains (campaigns).
154 -* Attributing customer purchases to communication chains and mass messagings that initiated those purchases.
155 -* Report on emails open rate by time of day and week days.
156 -* Email delivery report.
157 -* Visualization of RFM segments.
158 -* Contact data quality report.
145 +* Standard reports on the customer database.
146 +* Summary reports on communication channels, communication types, and more.
147 +* Reports on specific campaigns or mass messagings.
148 +* Trends and current snapshots of customer database quality metrics.
149 +* Delivery performance trends and snapshots for campaigns and sequences.
150 +* Conversion funnel trends and snapshots for campaigns and sequences.
151 +* Campaign effectiveness—tracking of assisted transactions attributed to specific communications.
152 +* Attribution of customer purchases to the triggering campaigns and mass messages.
153 +* Email open-rate reports by time of day and day of week.
154 +* Email delivery reports.
155 +* RFM segment visualization.
156 +* Contact data quality reports.
159 159  
160 160  (% class="box" %)
161 161  (((
162 -Sample report **Customer base quality**:
160 +Example **Customer database quality** report:
163 163  
164 164  |(% style="border-color:#ffffff; text-align:center" %)
165 165  (% class="box" %)[[image:Customer_quality.png]]
... ... @@ -167,11 +167,12 @@
167 167  
168 168  == Integration ==
169 169  
170 -Smart Communications supports a wide range of integration capabilities:
168 +The platform offers extensive integration capabilities:
171 171  
172 -* Data import/export to/from other information systems.
173 -* Data exchange with external systems via REST API.
174 -* JavaScript tracker for analyzing customer behavior on a web site.
175 -* Communication channel integrations (email, SMS, push, in-app, chat bots, voice assistants, and others).
170 +* Data exchange with other information systems (import/export);
171 +* Integration with external systems via REST API;
172 +* JavaScript tracker for on-site customer behavior analysis;
173 +* Integration with communication channels (email, SMS, push, in-app, chatbots, voice bots, etc.).
176 176  
177 -For more information about integration capabilities, see [[Integration>>doc:Main.Integration.WebHome]]
175 +For more details, see the [[Integration>>doc:Main.Integration.Smart_Com_Integration.WebHome]] section.
176 +)))
Created 2024/02/14 08:54
Last edited 2026/04/08 04:37

News
Updates
Tag cloud
Glossary
Site