Wiki source code of 1. Basic concepts and features of Smart Communications
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| 3 | **Contents:** | ||
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12.1 | 8 | == Customer profile == |
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1.1 | 9 | |
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12.1 | 10 | A comprehensive set of information about a customer, including: |
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12.1 | 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.). | ||
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12.1 | 17 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Customer_Karl.png" width="1200"/}} |
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12.1 | 20 | **Capabilities for working with the customer database:** |
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1.1 | 21 | |
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12.1 | 22 | * Creation of a 360-degree customer profile containing: |
| 23 | ** all known customer information; | ||
| 24 | ** customer metric values; | ||
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1.1 | 25 | ** customer transactions; |
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12.1 | 26 | ** customer events; |
| 27 | ** history of communications, metric assignments, and point accruals; | ||
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1.1 | 28 | ** website visit history; |
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12.1 | 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. | ||
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1.1 | 34 | |
| 35 | == Segment == | ||
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12.1 | 37 | A set of rules defining a group of customers unified by one or more shared characteristics. Segmentation and audience selection capabilities include: |
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1.1 | 38 | |
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12.1 | 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. | ||
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19.1 | 48 | * Support for custom fields in customer profiles, transactions, and transaction line items. |
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19.1 | 53 | **Segment examples**: one-time buyers, regular buyers, residents of Barcelona, toothpaste buyers over age 30. |
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19.1 | 56 | For each segment, the system stores the selection rules and current segment metrics: number of profiles, average purchase, LTV, etc. |
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12.1 | 58 | Segments are recalculated multiple times per day. |
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12.1 | 62 | **Example selection rules**: |
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12.1 | 64 | * Contact. SMS subscription active: yes. |
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19.1 | 65 | * Customer. Number of orders: greater than or equal to 1. |
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12.1 | 66 | * Customer. Age: greater than or equal to 30. |
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1.1 | 67 | |
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19.1 | 68 | These rules generate a list of customers over 30 who have made at least one order and are subscribed to SMS notifications. |
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12.1 | 70 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Segment_example.png" width="1200"/}} |
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1.1 | 71 | ))) |
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12.1 | 73 | == Target audiences == |
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12.1 | 75 | Creating a target audience allows you to define a named list of customers. |
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12.1 | 77 | For example, you can select all customers who purchased a laptop in 2019 and assign them the tag “Laptop 2019”. |
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12.1 | 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. | ||
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19.1 | 86 | For instructions on creating a target audience, see this [[article>>doc:Main.Smart_Communications.SMC_Use.Customers.Target_audiences.WebHome]]. |
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1.1 | 87 | |
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12.1 | 88 | == Mass messaging == |
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1.1 | 89 | |
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19.1 | 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, push, in-app notifications, and messengers. |
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1.1 | 91 | |
| 92 | == Campaign == | ||
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12.1 | 94 | Campaigns are automated communication sequences that define rules for system interaction with customers. Campaigns are executed automatically by the system at a specified frequency. |
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12.1 | 97 | **Capabilities for managing communication sequences and mass campaigns:** |
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1.1 | 98 | |
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12.1 | 99 | * Automated communication sequences and manual mass campaigns. |
| 100 | * Visual campaign builder. | ||
| 101 | * Unlimited sequence length, conditions, and branching. | ||
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15.1 | 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. |
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12.1 | 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. | ||
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16.1 | 109 | * Advanced [[template engine>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Template_engine.WebHome]] with support for conditions and loops. |
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12.1 | 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. | ||
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12.1 | 125 | **Campaign example**: |
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1.1 | 126 | |
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12.1 | 127 | * Trigger date: November 24, 2023; |
| 128 | * Select customers from segment: regular buyers; | ||
| 129 | * Send push notification. | ||
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1.1 | 130 | |
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12.1 | 131 | In this campaign, all customers in the **Regular buyers** segment will receive a push notification 24 hours before Black Friday. |
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12.1 | 133 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Campaign_en.png" width="1200"/}} |
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1.1 | 134 | ))) |
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| 136 | == Analytics == | ||
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12.1 | 138 | Loymax Smart Communications provides comprehensive monitoring and analytics capabilities. The collected data supports reporting and strategic decision-making for customer engagement. |
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12.1 | 141 | **Analytics capabilities:** |
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1.1 | 142 | |
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12.1 | 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. | ||
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12.1 | 158 | Example **Customer database quality** report: |
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7.1 | 161 | (% class="box" %)[[image:Customer_quality.png]] |
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1.1 | 162 | ))) |
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11.1 | 164 | == Integration == |
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12.1 | 166 | The platform offers extensive integration capabilities: |
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11.1 | 167 | |
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12.1 | 168 | * Data exchange with other information systems (import/export); |
| 169 | * Integration with external systems via REST API; | ||
| 170 | * JavaScript tracker for on-site customer behavior analysis; | ||
| 171 | * Integration with communication channels (email, SMS, push, in-app, chatbots, voice bots, etc.). | ||
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11.1 | 172 | |
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17.1 | 173 | For more details, see the [[Integration>>doc:Main.Smart_Communications.SMC_integration.WebHome]] section. |
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12.1 | 174 | ))) |