Loymax, 2026

All customers

This section allows to display a list of customers by setting filter parameters and to view personal information for individual customers.

Contents:

Customer list

Here you can view information about individual customers or customer groups. Flexible customer search is available using various parameters such as:

  • Personal and contact details: surname, first name, date of birth, gender, phone number, email, address, etc.,
  • Purchase data and receipt composition: date of the first or last receipt, average receipt amount, average product price per receipt, etc.,
  • Favorite products,
  • Number of accrued bonus points,
  • Participation in polls and newsletters, etc.

Actions that can be quickly performed with a selected customer segment by clicking a button are described in detail in the article Segment builder. Segment metrics such as number of orders, revenue, average receipt amount, etc., are also covered there.

Customer profile

The Customer profile contains all information available about the customer received by Loymax Smart Communications from various sources. Access to the customer profile is available by clicking on the customer ID in the customer list. All data from the customer profile is used for building segments. The customer profile includes both general customer information and details about their actions.

Customer information

Customer information is located in the left part of the profile and contains personal data:

  • Contact details (phone number, email). If contact information is missing or invalid, a warning icon Exclamation.png is displayed next to it.
    • The system automatically detects the phone type (mobile or landline) and displays it on the screen. If customers provided a landline number, they will be excluded from SMS messages.
    • If customer email address is invalid, it will be excluded from all email messages.
  • Profile data (gender, date of birth, country, city, registration date, etc.). These are the details a customer provided upon registration in the Loyalty Program.

The set of profile fields may vary for each Company and can be configured during project implementation.

  • Metrics — customer-related data used in the Segment builder:
    • Date of first receipt;
    • Date of last receipt;
    • Days since first receipt;
    • Days since last receipt;
    • Last receipt amount;
    • Number of receipts;
    • Total amount spent in receipts;
    • Average receipt amount;
    • Average product count per receipt;
    • Number of attributed orders;
    • Average order value;
    • Order count;
    • Average price of item in an order;
    • First order date;
    • Last order date;
    • Days from first order;
    • Days from last order;
    • Last order cost;
    • RFM segment;
    • Days since registration.
  • Information from the Loyalty Program, if enabled:
    • Bonuses active, total;
    • Bonuses to activate, total;
    • Bonuses to deactivate, total;
    • Bonuses next deactivation date;
    • Bonuses, next amount to deactivate.

The list of attributes displayed in the customer profile can be customized.

Customer activity

Information about customer actions is located in the right part of the Customer profile under tabs. Main tabs:

Activity

Information about all types of customer activity is displayed in the Activity tab:

1. Participation in mailings:

  • In mass messaging;
  • In campaign-based mailings;

2. Receipts (or Cheques);
3. Orders — this information is displayed if the corresponding functionality is enabled and the feature flag is activated;
4. Events:

  • Reach out to the Call Center;

5. Website events:

  • Website visit;
  • Category view;
  • Product view;
  • Page view;
  • Abandoned cart.

6. Bonuses accrued in the Loyalty Program;
7. Points accrued;
8. Tag assigned.

The following details are displayed for each event:

  • Category (icon to the left of the event);
  • Name;
  • Description;
  • Date and time of the event.
 
By clicking Show more, additional events are displayed.

You can filter the displayed data by category. For example, to view only receipt-related events, uncheck all other categories.

For the events like "Receipt was issued to customer", there is an option to click View receipt to see all receipt details.

Receipts

You can view information about all receipts issued to the customer in the Receipts (Cheques) tab. For each receipt, the following details are available:

  • Identifier; 
  • Number;
  • Date;
  • Status;
  • Payment status;
  • Total product cost.

You can configure the list of receipt attributes.
Receipt details

When clicking on a receipt line, the following information is displayed:

  • On the left side of the page — receipt attributes (status, date, delivery cost, etc.);
  • On the right side of the page — a list of products included in the receipt. The following information is available for each product:
    • Identifier — product external ID;
    • Product ID — product internal ID;
    • Product name;
    • Quantity;
    • Total cost;
    • Price.

You can customize the set of fields in each block.

Orders

In the Orders tab, you can view information about all customer orders, including payment details (whether a receipt has been issued or the order is still unpaid), delivery, number of items, and cost of products in the order.

  • Order is a request for the purchase of a product or service placed by the customer on the website or in the mobile app.
  • The Orders block is an optional feature that is not enabled by default. To activate it, please contact your account manager.

There is also an option to configure a list of attributes for orders.
Order Details

When clicking on the order line, the following information is displayed:

  • On the left side of the page — order attributes (ID, customer name, identifier).
  • On the right side of the page — detailed order information:
    • Date;
    • Number;
    • Status;
    • Delivery status;
    • Payment status;
    • Product count;
    • Product cost.

You can customize the set of fields in each block.

 

Mailings

The information about all mailings the customer has participated in is displayed in the Mailings section.

Click the mailing name to open the page with corresponding mailing details.

If the customer was part of a control group, the icon bell.png will be displayed beside the name of the mailing.
 

Promo codes

The Promo codes section lists all promo codes issued to the customer within mass messaging or campaign.

Click the mailing/campaign name to open the page with a detailed information.

The Is reissued? field indicates whether the promo code was issued for the first time or reissued.

Tags

The Tags section displays all target audiences the customer belongs to.

 

Tags.png
Click on a tag name to open a list of customers with that tag (see image to the right).

Subscriptions

The Subscriptions section displays customer subscription information.

Available settings include:

  • Activate/deactivate customer subscriptions. For example, a customer may be subscribed to email mailings but unsubscribed from SMS mailings.
  • Configure subscription status based on categories. For example, a customer may be subscribed to offers but not to entertainment newsletters.
  • Set preferred channels for receiving messages. For example, offers can be received via SMS, marketing letters via email, and entertainment content via push notifications.

Only active categories are displayed in the Subscriptions section.

For more information about categories, see the Subscription Management section.

Polls

The Polls section displays information about all polls the customer has participated in.
Click on a poll name to open the Poll result page. 

Favorite points of sale

This is an additional feature available upon request.

The Favorite points of sale section displays information about points of sale where the customer made purchases. The following data is shown for each point of sale:

  1. Identifier;
  2. Name;
  3. Number of receipts the customer has at this point of sale.
 

Abandoned cart

The Abandoned Cart section displays information about products added by the customer to the cart but not purchased.

The following data is shown for each product:

  1. Product name;
  2. Price;
  3. Date and time it was added to the cart.
 

Category interest

This is an optional feature available upon request.

The Category Interest section displays information about the customer interests.

Customer interest is calculated based on website activity — specifically, which product categories the customer viewed. Only recent views within the last few days are considered. The number of days is set in General settings.

The parameter Calculate customer interest for the last X days should be specified in the Advanced Settings.

For example, if a customer viewed a 24-inch monitor on the website, it means that the customer is interested in the "24-inch monitors" category for the next X days — unless a purchase was made in that category.

  • If the customer makes a purchase in that category, the interest is considered to be satisfied.
  • If X days passed since the view, the system assumes no further interest in that category.

Only the top 10 interests are displayed on the page.

 

If the option Calculate customer interests is disabled, the Category interest tab does not appear in the customer profile.

Created 2025/06/25 04:46
Last edited 2026/01/21 04:57

News
Updates
Tag cloud
Glossary
Site