Wiki source code of 3. User Guide
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| 3 | [[Loymax Smart Communications>>doc:Main.General_information.Smart_Communications.WebHome]] is a product designed to automate communications with customers. | ||
| 4 | |||
| 5 | **Smart Communications** module can be connected using a [[special plugin>>url:https://docs.loymax.io/bin/create/Main/Installation_and_configuration/Extra_modules/Plugins_and_adapters/Plugins_list/WebHome?parent=Main.Usage.Smart_Communications.WebHome#03]] that enables **Smart Communications** menu with access to all the tools of the product. | ||
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| 7 | |(% style="border-color:white" %){{lightbox image="Smc.png"/}} | ||
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| 10 | For detailed guidelines on how to work with **Smart Communications** and recommendations on how to create mailings and use other functionality, please refer to the child articles of this section: | ||
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| 16 | [[Summary>>doc:Main.Smart_Communications.SMC_Use.Overview.WebHome]] | ||
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| 18 | Dashboard with summary analytics on the customer base: | ||
| 19 | |||
| 20 | * Quality of customer base (by months). | ||
| 21 | * Percentage of returning customers (with 2 or more purchases) and revenues from such customers. | ||
| 22 | * Customer base quality trend. | ||
| 23 | * Ratio of normal and assisted sales. **Assisted sales **mean the [[attributed receipts>>doc:Main.Smart_Communications.SMC_Use.Receipt_attribution.WebHome]] related to communications carried out by the **Smart Communications **module. | ||
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| 27 | [[Customers>>doc:Main.Smart_Communications.SMC_Use.Customers.WebHome]] | ||
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| 29 | * [[Customer information>>doc:Main.Smart_Communications.SMC_Use.Customers.All_customers.WebHome]]. List of customers and customer profiles. Easy search by personal details and purchases. | ||
| 30 | * [[User segments>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.WebHome]]. Creation and editing customer segments in the [[Segment Builder>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]]. [[Metrics >>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.Metrics.WebHome]]applied in the **Segment Builder**. [[Examples of building segments in Smart Communications>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.Segment_examples.WebHome]]. | ||
| 31 | * [[RFM segments>>doc:Main.Smart_Communications.SMC_Use.Customers.RFM_segmentation.WebHome]] — segmentation of customers based on their purchase data: purchase recency, purchase frequency and amount of money spent by customers. | ||
| 32 | * [[Target audiences>>doc:Main.Smart_Communications.SMC_Use.Customers.Target_audiences.WebHome]] (TA). Adding customers to a target audience. Managing the list of target audiences. [[Import of target audiences>>doc:Main.Smart_Communications.SMC_Use.Customers.Target_audiences.WebHome||anchor="HImportingtargetaudiences"]]. | ||
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| 36 | [[Campaigns>>doc:Main.Smart_Communications.SMC_Use.Campaigns.WebHome]] | ||
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| 38 | * [[Creating and editing >>doc:Main.Smart_Communications.SMC_Use.Campaigns.Campaign_creation.WebHome]]campaigns. | ||
| 39 | * Adding [[triggers>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Triggers.WebHome]] and [[actions>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Actions.WebHome]] to a campaign. | ||
| 40 | * [[Campaign report>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Report.WebHome]] viewing. | ||
| 41 | * Work with [[abandoned cart>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Abandoned_cart.WebHome]]. [[JS tracker>>doc:Main.Smart_Communications.SMC_integration.JS_tracker.WebHome]]. | ||
| 42 | * [[Instant campaigns>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Instant_campaigns.WebHome]]. | ||
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| 46 | [[Mass messaging>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.WebHome]] | ||
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| 48 | * [[Creating>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.WebHome]] mass messaging. Mailing [[settings>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Mailing_settings.WebHome]]. | ||
| 49 | * [[Email mass messaging>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.WebHome]] and [[templates>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.Templates.WebHome]] for emails. | ||
| 50 | * [[SMS mass messaging>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.SMS_mass_messaging.WebHome]]. Viber > SMS cascade mailings. | ||
| 51 | * [[Push mass messaging>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Push_mass_messaging.WebHome]] to a group of customers. | ||
| 52 | * Personalization of mailings using the [[Template Engine>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Template_engine.WebHome]]. | ||
| 53 | * [[Messaging calendar>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Messaging_calendar.WebHome]], [[report >>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Mailing_report.WebHome]]and visualization of the mailing volume. | ||
| 54 | * [[Quality of contact information>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Contact_data_quality.WebHome]]. | ||
| 55 | * [[A/B testing>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.A_B_testing.WebHome]] in a mailing. | ||
| 56 | * [[Synchronization of subscriptions>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Subscription_synchronization.WebHome]] in case of integrated Loymax Loyalty and Smart Communications modules. | ||
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| 60 | [[Polls>>doc:Main.Smart_Communications.SMC_Use.Polls.WebHome]] | ||
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| 62 | * [[Creating and sending polls>>doc:Main.Smart_Communications.SMC_Use.Polls.WebHome]] to customers. | ||
| 63 | * [[Branding>>Branding]] of pages with polls. | ||
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| 67 | [[Promocodes>>doc:Main.Smart_Communications.SMC_Use.Promo_codes.WebHome]] | ||
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| 69 | * [[Promocodes generation and import>>doc:Main.Smart_Communications.SMC_Use.Promo_codes.WebHome]] in Smart Communications. | ||
| 70 | * Issue of promocodes and their use in the [[Segment Builder>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]]. | ||
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| 74 | [[Control groups>>doc:Main.Smart_Communications.SMC_Use.Control_groups.WebHome]] | ||
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| 76 | * [[Creating >>doc:Main.Smart_Communications.SMC_Use.Control_groups.WebHome]]control groups and use of control groups in [[mass messaging>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.WebHome]] and [[campaigns>>doc:Main.Smart_Communications.SMC_Use.Campaigns.WebHome]]. | ||
| 77 | * Evaluation how the communication affects customer behaviour in a segment using control groups via [[mailing reports>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Mailing_report.WebHome]] and [[campaign reports>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Report.WebHome]]. | ||
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| 81 | [[Settings>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.WebHome]] | ||
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| 83 | * [[General settings>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Settings.WebHome]] of the main parameters in Smart Communications. | ||
| 84 | * Managing [[field >>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.WebHome]]sets for various objects used in Smart Communications. Managing the [[order of fields in Customer Profile>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.Views_management.WebHome]]. | ||
| 85 | * Managing [[dictionaries>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Directories.WebHome]]. Adding new elements to a dictionary. System dictionary [[Unsubscribe reasons>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Directories.WebHome||anchor="H42143844144243543C43D44B43944143F44043043243E44743D43843A2241F44043844743843D44B43E44243F43844143A43822"]]. | ||
| 86 | * Creating a [[group of watchers>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Observers.WebHome]] that will participate in mailings. | ||
| 87 | * Managing System access for [[users>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Users.WebHome]] that are granted permissions to work with Smart Communications. | ||
| 88 | * Creating and editing [[mailing categories>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Mailing_categories.WebHome]] when sending [[mass messages>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.WebHome]] to customers. | ||
| 89 | * Creating [[global control groups>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Global_control_group.WebHome]] to assess efficiency of communication campaigns and optimize the marketing and communication strategy. | ||
| 90 | * [[Work with containers>>doc:Main.Smart_Communications.SMC_integration.JS_tracker.WebHome||anchor="HWorkwithcontainers"]]. i.e. individual product lists of customers. | ||
| 91 | * Identification of product catalogs. Information of how to create [[classifiers >>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Classifiers.WebHome]] and apply them in the [[Segment builder>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]]. | ||
| 92 | * Tracking [[sources of events >>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Event_sources.WebHome]] and using them in the [[Segment builder>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]]. | ||
| 93 | * [[Actions log >>doc:Main.Smart_Communications.SMC_Use.Settings_SC.History.WebHome]]that allows to tracks user actions in the Platform. | ||
| 94 | * Customising [[design >>doc:.Settings_SC.Design.WebHome]]for polls and unsubscribe pages. | ||
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| 100 | **Information about integration of Loymax Smart Communications can be found in separate sections:** | ||
| 101 | |||
| 102 | * [[Integration>>doc:Main.Smart_Communications.SMC_integration.WebHome]] of Smart Communications | ||
| 103 | * Smart Communications [[REST API>>doc:Main.Smart_Communications.SMC_integration.Data_exchange.SmC_API.WebHome]] | ||
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| 107 | |(% style="border-color:white; width:20%" %)[[image:Roles_SMC.png]]|(% style="border-color:white" %)((( | ||
| 108 | Smart Communications sections are displayed to users depending on their roles and [[access rights>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Users.WebHome||anchor="H41F44043043243043443E44144244343F430"]]. | ||
| 109 | |||
| 110 | To work with the Smart Communications module, it is required to grant the following permissions to a user in the [[Permissions and roles>>doc:Main.Usage.MMP.System_settings.Permissions_and_roles.WebHome]] section: | ||
| 111 | |||
| 112 | * **Platform user has the permission to view Smart Communications section.** | ||
| 113 | |||
| 114 | As well as one of the following permissions (depending on the user role): | ||
| 115 | |||
| 116 | * **Platform user has the Call Center Operator permissions on Smart Communications module**; | ||
| 117 | * **Platform user has the Marketer permissions on Smart Communications module**; | ||
| 118 | * **Platform user has the Senior Marketer permissions on Smart Communications module**; | ||
| 119 | * **Platform user has the Analyst permissions on Smart Communications module**; | ||
| 120 | * **Platform user has the Designer permissions on Smart Communications module**; | ||
| 121 | * **Platform user has the permission to view and edit campaigns in Smart Communications module**; | ||
| 122 | * **Platform user has the Administrator permissions on Smart Communications module**. | ||
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| 126 | **Notes:** | ||
| 127 | |||
| 128 | * It is required to additionally grant a permission** Platform user has the right to view companies** for all users (except for the Administrator). | ||
| 129 | * To work with API methods, it is required to grant a permission **Platform user has the Smart Communications API access**. | ||
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| 134 | **Read also:** | ||
| 135 | |||
| 136 | * [[General information about Loymax Smart Communications >>doc:Main.General_information.Smart_Communications.WebHome]] | ||
| 137 | * [[Basic concepts and features of Smart Communications>>doc:Main.General_information.Smart_Communications.Basic_concepts_SMC.WebHome]] | ||
| 138 | * [[Plugin that enables Loymax Smart Communications>>doc:Main.Installation_and_configuration.Extra_modules.Plugins_and_adapters.Plugins_list.WebHome||anchor="Smart Communications"]] | ||
| 139 | * [[Frequently asked questions>>doc:Main.Frequently_asked_questions.SmartCom_FAQ.WebHome]] related to Smart Communications | ||
| 140 | ))) |