Loymax, 2026

All customers

This section displays a list of customers. You can set flexible parameters in the filter to narrow down the selection, as well as view personal information for individual customers.

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 transaction, average receipt amount, average product price per receipt, etc.,
  • Favorite products,
  • Number of accrued bonus points,
  • Participation in polls and newsletters, and more.

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

The selection of profile fields may vary for each Partner and can be configured during 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;
    • Amount of last receipt;
    • Number of receipts;
    • Total amount spent in receipts;
    • Average receipt;
    • Average product count per receipt;
    • Number of orders;
    • Total amount spent in orders;
    • Average order;
    • Average product count per order;
    • RFM segment;
    • Days since registration.
  • Information from the Loyalty Program, if enabled:
    •  Total active bonuses;
    •  Bonuses pending activation;
    •  Bonuses pending deactivation, total;
    •  Next bonus deactivation date;
    •  Next number of bonuses 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

In the Activity tab, information about all types of customer activity is displayed:

1. Participation in campaigns:

  • In mass campaigns;
  • In campaign-based messages;

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

  • Contact with 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.

For each event, the following details are displayed:

  • Category (icon to the left of the event);
  • Name;
  • Description;
  • Date and time of the event.
Activity_1.png
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 events of type Customer made a receipt, clicking View receipt displays receipt details (link to the description in the Receipts tab, Receipt Information section).

Receipt.png

Receipts

In the Receipts tab, you can view information about all receipts issued to the customer. 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.

Receipts.png
Receipt Details

Clicking on a receipt row displays:

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

You can customize the set of fields in each block.

Receipt_inf.png

Orders

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

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

For orders, you can also configure the list of attributes.

Orders.png
Order Details

Clicking on an order row displays:

  • 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;
    • Total product cost.

You can customize the set of fields in each block.

Oder_info.png

Campaigns

In the Campaigns section, information about all campaigns the customer has participated in is displayed.

Clicking on a campaign name opens the corresponding campaign details page.

If the customer was part of a control group, the campaign information will be displayed accordingly (see image to the right).

 

Promocodes

The Promocodes section lists all promocodes issued to the customer via a mass mailing or campaign.

Clicking on a mailing or campaign name opens the respective details page.

The Reissued? field indicates whether the promocode was issued for the first time or reissued.

Target Audiences

The Target Audiences section displays all audiences the customer belongs to.

 
Clicking on a tag opens a list of customers with that tag (see image to the right).

Subscriptions

The Subscriptions section displays subscription information for the customer.

Available settings include:

  • Activate/deactivate customer subscriptions. For example, a customer may be subscribed to email campaigns but unsubscribed from SMS campaigns.
  • Configure subscription status based on categories. For example, a customer may be subscribed to promotions but not to entertainment newsletters.
  • Set preferred channels for receiving messages. For instance, promotions can be received via SMS, informational emails 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.

Surveys

The Surveys section displays information about all surveys the customer has participated in.
Clicking on a survey name opens the Survey Results page.

Favorite Stores

This is an additional feature available upon request.

The Favorite Stores section displays information about stores where the customer made purchases. For each store, the following data is shown:

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

Abandoned Cart

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

For each product, the following data is shown:

  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's 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 Settings > General.

In the Advanced Settings, you must specify the parameter Calculate customer interest for the last X days.

For example, if a customer viewed a 24-inch monitor on the website, they are considered 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 satisfied.
  • If X days pass 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 will not appear in the customer profile.

Created 2025/06/25 04:46
Last edited 2025/06/25 04:46

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