Changes for page 1. Basic concepts and features of Smart Communications
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... ... @@ -5,157 +5,161 @@ 5 5 {{toc depth="2" start="2"/}} 6 6 ))) 7 7 8 -== Customer profile ==8 +== Customer Profile == 9 9 10 - A comprehensive setofinformationaboutacustomer,including:10 +Comprehensive customer information containing: 11 11 12 -* Customer attributes (e .g.,name, phone number, gender, city, external metrics).13 -* Transactionaldata (purchase or order history).14 -* Customer-related events (c ontact centerinquiries, website visits, etc.).15 -* System-calculatedmetrics (number of orders, average ordervalue, last order date, RFM segment, etc.).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). 16 16 17 -|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Customer_Karl.png" width="1 200"/}}17 +|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Customer_Karl.png" width="1000"/}} 18 18 19 19 (% class="wikigeneratedid" id="H41243E43743C43E43643D43E44144243844043043143E44244B44143A43B43843543D44244143A43E43943143043743E439" %) 20 -**C apabilities for working with the customerdatabase:**20 +**Customer base capabilities:** 21 21 22 -* Creati onof a 360-degreecustomer profilecontaining:23 -** all known customer information;24 -** customer metric values;22 +* Creating customer 360 profile: 23 +** all known customer details; 24 +** values of customer metrics; 25 25 ** customer transactions; 26 -** customer events; 27 -** history of communications,metric assignments,and point accruals;26 +** customer-related events; 27 +** history of mass messagings related to the customer, assignment of metrics, accrual of bonus points; 28 28 ** website visit history; 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. 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. 34 34 35 35 == Segment == 36 36 37 -A set of rulesdefiningagroupof customers unified byoneormoresharedcharacteristics. Segmentation and audienceselection capabilities include:38 +A segment is a set of customers united by a common feature or a set of features. Segmentation features and sampling capabilities include: 38 38 39 -* Visual a udiencebuilder.40 -* S electionbasedoncustomer properties, transaction properties,andtransaction contents.41 -* S election basedonbonuspoints, calculated metrics (AOV, CLTV, RFM, etc.),andbonuses.42 -* S electionbased on customer interests and website visithistory.43 -* S electionby customer events.44 -* S electionbased on survey responses.45 -* S electionbycommunication history and customer responsesto messages.46 -* Saved segments .47 -* Support for customer/transaction source tracking.48 -* Support for customfields in customer profiles, transactions,andtransaction lineitems.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. 49 49 50 50 ((( 51 51 (% class="box" %) 52 52 ((( 53 -** Segment examples**: one-time buyers, regular buyers, residents ofBarcelona, toothpaste buyers overage30.54 +**Examples of segments**: one-time buyers, regular buyers, residents of Houston, dental powder buyers over 30 years old. 54 54 ))) 55 55 56 - For eachsegment,the system stores the selectionrules and currentsegmentmetrics:number of profiles, averagepurchase, LTV, etc.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. 57 57 58 -Segments are recalculated multiple timesperday.59 +Segments are recalculated several times a day. 59 59 60 60 (% class="box" %) 61 61 ((( 62 -**Example s election rules**:63 +**Example of sampling rules**: 63 63 64 -* Contact. SMS subscription active: yes .65 -* Customer. Number of orders: greaterthan or equal to 1.66 -* Customer. Age: greaterthan or equal to 30.65 +* 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. 67 67 68 - Theserules generate a list ofcustomers over 30 who have made at least oneorderandaresubscribedtoSMS notifications.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. 69 69 70 -|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Segment_example.png" width="1200"/}} 71 +|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Segment_example.png" width="1000"/}} 72 + 73 + 71 71 ))) 72 72 73 -== Ta rget audiences ==76 +== Tags == 74 74 75 - Creatinga target audienceallowsyoutodefine a named list of customers.78 +Tagging allows to create a named list of customers. 76 76 77 -For example, you can select all customers who purchaseda laptop in 2019 and assignthemthe tag“Laptop 2019”.80 +For example, you can select all customers who bought a laptop in 2019 and tag them as "Laptop 2019". 78 78 79 79 (% class="box infomessage" %) 80 80 ((( 81 -Only customers who met the criteriaat the timeofaudiencecreation are included.82 -For instance, if the“Laptop 2019”audiencewascreatedin August,a customerwhobought a laptop in September will not beaddedto thisaudience.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. 83 83 ))) 87 +))) 84 84 85 85 (% class="wikigeneratedid" %) 86 - Forinstructionsoncreatinga targetaudience,seethis[[article>>doc:Main.Smart_Communications.SMC_Use.Customers.Target_audiences.WebHome]].90 +Read more about how to set a tag in a separate [[article>>https://docs.loymaxsc.net/features/segmentation/tags#ustanovka-i-snyatie-metok ]]. 87 87 88 -== Mass m essaging ==92 +== Mass mailing == 89 89 90 - Aone-time system task to select customer profiles from a specified segment and send them a predefinedmessage. The following channels are available for mass messaging: email, SMS/Viber, push,in-app notifications, and messengers.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. 91 91 92 92 == Campaign == 93 93 94 -Campaigns are automatedcommunicationsequences that define rulesforsystem interaction with customers. Campaigns areexecutedautomatically by thesystem at a specified frequency.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. 95 95 96 96 (% class="wikigeneratedid" id="H41243E43743C43E43643D43E44144243844043043143E44244B44143A43E43C43C44343D43843A43044643843E43D43D44B43C43844643543F43E44743A43043C43843843C43044144143E43244B43C43844043044144144B43B43A43043C438:" %) 97 -**Capabilities formanagingcommunicationsequences and masscampaigns:**101 +**Capabilities of communication chains and mass mailings:** 98 98 99 -* Automated communication sequences and manual mass campaigns. 100 -* Visual campaign builder. 101 -* Unlimited sequence length, conditions, and branching. 102 -* Over 20 types of configurable [[triggers>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Triggers.WebHome]], including custom customer and system-wide external events, abandoned carts, and other on-site activities. 103 -* Control over customer re-entry criteria into communication sequences. 104 -* Visual message editor. 105 -* Message preview across device sizes: desktop, tablet, mobile. 106 -* Email templates. 107 -* Template import. 108 -* Rapid message assembly from prebuilt blocks. 109 -* Advanced [[template engine>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Template_engine.WebHome]] with support for conditions and loops. 110 -* Variables: insertion of any customer profile attribute or related object data (receipts, events) into messages. 111 -* Recipient unsubscribe mechanism. 112 -* Personalization based on website behavior (viewed categories, viewed products, abandoned carts). 113 -* Calendar-based visualization of communication sequences and campaigns. 114 -* Email delivery and analytics. 115 -* Email sending via external ESPs or Loymax Smart Communications’ own high-throughput infrastructure (up to 18 million emails per day). 116 -* SMS delivery and analytics. 117 -* Push notification delivery and analytics. 118 -* Delivery error analysis, including server responses and spam filter feedback—automatic flagging of invalid email addresses and phone numbers. 119 -* A/B testing for campaigns and mass messagings. 120 -* Test message sending. 121 -* Time zone–aware SMS delivery scheduling. 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. 122 122 123 123 (% class="box" %) 124 124 ((( 125 -**Campaign example** :130 +**Campaign example:** 126 126 127 -* Triggerdate: November 24, 2023;128 -* Select customers from segment: regular buyers;129 -* Send push notification.132 +* Black Friday date: November 24, 2023; 133 +* Select customers from the segment: regular customers; 134 +* Send SMS message. 130 130 131 - Inthis campaign, all customers in the **Regularbuyers** segment will receive apush notification24 hours before Black Friday.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. 132 132 133 -|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Campaign_en.png" width=" 1200"/}}138 +|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Campaign_en.png" width="800"/}} 134 134 ))) 135 135 136 136 == Analytics == 137 137 138 - LoymaxSmart Communications providescomprehensivemonitoringand analyticscapabilities. Thecollecteddata supportsreportingandstrategicdecision-makingforcustomerengagement.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. 139 139 140 140 (% class="wikigeneratedid" id="H41243E43743C43E43643D43E44144243843F43E44043043143E44243544143043D43043B43844243843A43E439:" %) 141 -**Analytic scapabilities:**146 +**Analytical capabilities:** 142 142 143 -* Standard reports on the customer database. 144 -* Summary reports on communication channels, communication types, and more. 145 -* Reports on specific campaigns or mass messagings. 146 -* Trends and current snapshots of customer database quality metrics. 147 -* Delivery performance trends and snapshots for campaigns and sequences. 148 -* Conversion funnel trends and snapshots for campaigns and sequences. 149 -* Campaign effectiveness—tracking of assisted transactions attributed to specific communications. 150 -* Attribution of customer purchases to the triggering campaigns and mass messages. 151 -* Email open-rate reports by time of day and day of week. 152 -* Email delivery reports. 153 -* RFM segment visualization. 154 -* Contact data quality reports. 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. 155 155 156 156 (% class="box" %) 157 157 ((( 158 - Example **Customerdatabase quality**report:162 +Sample report **Customer base quality**: 159 159 160 160 |(% style="border-color:#ffffff; text-align:center" %) 161 161 (% class="box" %)[[image:Customer_quality.png]] ... ... @@ -163,12 +163,11 @@ 163 163 164 164 == Integration == 165 165 166 - The platform offers extensive integration capabilities:170 +Smart Communications supports a wide range of integration capabilities: 167 167 168 -* Data ex changewithother information systems(import/export);169 -* Integration with external systems via REST API;170 -* JavaScript tracker for on-sitecustomer behavioranalysis;171 -* Integration with communication channels (email, SMS, push, in-app, chatbots, voicebots,etc.).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). 172 172 173 -For more details, see the [[Integration>>doc:Main.Smart_Communications.SMC_integration.WebHome]] section. 174 -))) 177 +For more information about integration capabilities, see [[Integration>>doc:Main.Integration.WebHome]]