Wiki source code of Basic concepts and features of Smart Communications
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| 2 | ((( | ||
| 3 | **Contents:** | ||
| 4 | |||
| 5 | {{toc depth="2" start="2"/}} | ||
| 6 | ))) | ||
| 7 | |||
| 8 | == Customer profile == | ||
| 9 | |||
| 10 | A comprehensive set of information about a customer, including: | ||
| 11 | |||
| 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 | |||
| 17 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Customer_Karl.png" width="1200"/}} | ||
| 18 | |||
| 19 | (% class="wikigeneratedid" id="H41243E43743C43E43643D43E44144243844043043143E44244B44143A43B43843543D44244143A43E43943143043743E439" %) | ||
| 20 | **Capabilities for working with the customer database:** | ||
| 21 | |||
| 22 | * Creation of a 360-degree customer profile containing: | ||
| 23 | ** all known customer information; | ||
| 24 | ** customer metric values; | ||
| 25 | ** customer transactions; | ||
| 26 | ** customer events; | ||
| 27 | ** history of communications, metric assignments, and point accruals; | ||
| 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. | ||
| 34 | |||
| 35 | == Segment == | ||
| 36 | |||
| 37 | A set of rules defining a group of customers unified by one or more shared characteristics. Segmentation and audience selection capabilities include: | ||
| 38 | |||
| 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. | ||
| 49 | |||
| 50 | ((( | ||
| 51 | (% class="box" %) | ||
| 52 | ((( | ||
| 53 | **Segment examples**: one-time buyers, regular buyers, residents of Novosibirsk, toothpaste buyers over age 30. | ||
| 54 | ))) | ||
| 55 | |||
| 56 | For each segment, the system stores the selection rules and current segment metrics: number of profiles, average check, LTV, etc. | ||
| 57 | |||
| 58 | Segments are recalculated multiple times per day. | ||
| 59 | |||
| 60 | (% class="box" %) | ||
| 61 | ((( | ||
| 62 | **Example selection rules**: | ||
| 63 | |||
| 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. | ||
| 67 | |||
| 68 | These rules generate a list of customers over 30 who have made at least one purchase and are subscribed to SMS notifications. | ||
| 69 | |||
| 70 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Segment_example.png" width="1200"/}} | ||
| 71 | ))) | ||
| 72 | |||
| 73 | == Target audiences == | ||
| 74 | |||
| 75 | Creating a target audience allows you to define a named list of customers. | ||
| 76 | |||
| 77 | For example, you can select all customers who purchased a laptop in 2019 and assign them the tag “Laptop 2019”. | ||
| 78 | |||
| 79 | (% class="box infomessage" %) | ||
| 80 | ((( | ||
| 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. | ||
| 83 | ))) | ||
| 84 | |||
| 85 | (% class="wikigeneratedid" %) | ||
| 86 | For instructions on creating a target audience, see the [[article>>doc:Main.Smart_Communications.SMC_Use.Customers.Target_audiences.WebHome]]. | ||
| 87 | |||
| 88 | == Mass messaging == | ||
| 89 | |||
| 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. | ||
| 91 | |||
| 92 | *//Viber access is restricted in the Russian Federation. Usage in other countries is governed by local regulations.// | ||
| 93 | |||
| 94 | == Campaign == | ||
| 95 | |||
| 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. | ||
| 97 | |||
| 98 | (% class="wikigeneratedid" id="H41243E43743C43E43643D43E44144243844043043143E44244B44143A43E43C43C44343D43843A43044643843E43D43D44B43C43844643543F43E44743A43043C43843843C43044144143E43244B43C43844043044144144B43B43A43043C438:" %) | ||
| 99 | **Capabilities for managing communication sequences and mass campaigns:** | ||
| 100 | |||
| 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.Smart_Communications.SMC_Use.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. | ||
| 124 | |||
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| 126 | ((( | ||
| 127 | **Campaign example**: | ||
| 128 | |||
| 129 | * Trigger date: November 24, 2023; | ||
| 130 | * Select customers from segment: regular buyers; | ||
| 131 | * Send push notification. | ||
| 132 | |||
| 133 | In this campaign, all customers in the **Regular buyers** segment will receive a push notification 24 hours before Black Friday. | ||
| 134 | |||
| 135 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Campaign_en.png" width="1200"/}} | ||
| 136 | ))) | ||
| 137 | |||
| 138 | == Analytics == | ||
| 139 | |||
| 140 | Loymax Smart Communications provides comprehensive monitoring and analytics capabilities. The collected data supports reporting and strategic decision-making for customer engagement. | ||
| 141 | |||
| 142 | (% class="wikigeneratedid" id="H41243E43743C43E43643D43E44144243843F43E44043043143E44243544143043D43043B43844243843A43E439:" %) | ||
| 143 | **Analytics capabilities:** | ||
| 144 | |||
| 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. | ||
| 157 | |||
| 158 | (% class="box" %) | ||
| 159 | ((( | ||
| 160 | Example **Customer database quality** report: | ||
| 161 | |||
| 162 | |(% style="border-color:#ffffff; text-align:center" %) | ||
| 163 | (% class="box" %)[[image:Customer_quality.png]] | ||
| 164 | ))) | ||
| 165 | |||
| 166 | == Integration == | ||
| 167 | |||
| 168 | The platform offers extensive integration capabilities: | ||
| 169 | |||
| 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.). | ||
| 174 | |||
| 175 | For more details, see the [[Integration>>doc:Main.Smart_Communications.SMC_Integration.WebHome]] section. | ||
| 176 | ))) |