Loymax, 2026

Wiki source code of All customers

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1 (% class="lead" %)
2 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.
3
4 {{toc depth="4" start="2"/}}
5
6 == Customer list ==
7
8 Here you can view information about individual customers or customer groups. Flexible customer search is available using various parameters such as:
9
10 * Personal and contact details: surname, first name, date of birth, gender, phone number, email, address, etc.,
11 * Purchase data and receipt composition: date of the first transaction, average receipt amount, average product price per receipt, etc.,
12 * Favorite products,
13 * Number of accrued bonus points,
14 * Participation in polls and newsletters, and more.
15
16 Actions that can be quickly performed with a selected customer segment by clicking a button are described in detail in the article [[Segment builder>>doc:Main.Usage.Smart_Communications.Customers.User_segments.Segment_builder.WebHome]]. Segment metrics such as number of orders, revenue, average receipt amount, etc., are also covered there.
17
18 |(% style="border-color:white; text-align:center" %){{lightbox image="All_customers_main.png" width="1000"/}}
19
20 == {{id name="Profile"/}}Customer profile ==
21
22 The **Customer profile** contains all available information about the customer received by [[Loymax Smart Communications>>doc:Main.Usage.Smart_Communications.WebHome]] 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>>doc:Main.Usage.Smart_Communications.Customers.User_segments.Segment_builder.WebHome]]. The customer profile includes both general customer information and details about their actions.
23
24 |(% style="border-color:white; text-align:center" %){{lightbox image="Customer.png" width="1000"/}}
25
26 === Customer information ===
27
28 Customer information is located in the left part of the profile and contains personal data:
29
30 * **Contact details **(phone, email). If a contact is missing or invalid, a warning icon is displayed next to it [[image:Exclamation.png||height="23" width="23"]].
31 ** 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.
32 ** If customers email address is invalid, they will be excluded from all email campaigns.
33 * **Profile data **(gender, date of birth, country, city, registration date, etc.). These are the details a customer provided upon registration in the Loyalty Programme.
34
35 (% class="box infomessage" %)
36 (((
37 The selection of profile fields may vary for each Partner and can be [[configured during implementation>>doc:Main.Usage.Smart_Communications.Settings_SC.Data_field.WebHome]].
38 )))
39
40 * [[Metrics>>doc:Main.Usage.Smart_Communications.Customers.User_segments.Segment_builder.Metrics.WebHome]] — **customer-related data used in the [[Segment builder>>doc:Main.Usage.Smart_Communications.Customers.User_segments.Segment_builder.WebHome]]**:
41 ** Date of first receipt;
42 ** Date of last receipt;
43 ** Days since first receipt;
44 ** Days since last receipt;
45 ** Amount of last receipt;
46 ** Number of receipts;
47 ** Total amount spent in receipts;
48 ** Average receipt;
49 ** Average product count per receipt;
50 ** Number of orders;
51 ** Total amount spent in orders;
52 ** Average order;
53 ** Average product count per order;
54 ** RFM segment;
55 ** Days since registration.
56 * Information from the [[Loyalty Program>>doc:Main.General_information.Loymax_Loyalty.WebHome]], if enabled:
57 ** Total active bonuses;
58 ** Bonuses pending activation;
59 ** Bonuses pending deactivation, total;
60 ** Next bonus deactivation date;
61 ** Next number of bonuses to deactivate.
62
63 (% class="box infomessage" %)
64 (((
65 The list of [[attributes>>doc:Main.Using.Smart_Communications.Settings_SC.Data_field.Views_management.WebHome]] displayed in the customer profile can be customized.
66 )))
67
68 === Customer Activity ===
69
70 Information about customer actions is located in the right part of the **Customer Profile**, under tabs. Main tabs:
71
72 * [[Activity>>doc:||anchor="01"]],
73 * [[Receipts>>doc:||anchor="02"]],
74 * [[Orders>>doc:||anchor="Orders"]],
75 * [[Campaigns>>doc:||anchor="03"]],
76 * [[Promocodes>>doc:||anchor="04"]],
77 * [[Target audiences>>doc:||anchor="05"]],
78 * [[Subscriptions>>doc:||anchor="06"]],
79 * [[Surveys>>doc:||anchor="07"]],
80 * [[Favorite stores>>doc:||anchor="09"]],
81 * [[Category interest>>doc:||anchor="08"]].
82
83 ==== {{id name="01"/}}Activity ====
84
85 |(% style="border-color:white; width:833px" %)(((
86 In the **Activity** tab, information about all types of customer activity is displayed:
87
88 ~1. Participation in campaigns:
89
90 * In mass campaigns;
91 * In campaign-based messages;
92
93 2. Receipts;
94 3. Orders — this information is displayed if the corresponding functionality is enabled and the feature flag is activated;
95 4. Events:
96
97 * Contact with the call center;
98
99 5. Website events:
100
101 * Website visit;
102 * Category view;
103 * Product view;
104 * Page view;
105 * Abandoned cart.
106
107 6. Bonuses accrued in the loyalty program;
108 7. Points accrued;
109 8. Tag assigned.
110
111 For each event, the following details are displayed:
112
113 * Category (icon to the left of the event);
114 * Name;
115 * Description;
116 * Date and time of the event.
117 )))|(% style="border-color:white; width:605px" %)[[image:attach:Activity_1.png]]
118 |(% style="border-color:white; width:833px" %)By clicking **Show more**, additional events are displayed.|(% style="border-color:white; width:605px" %){{lightbox image="Show_more.png"/}}
119 |(% style="border-color:white; width:833px" %)(((
120 You can filter the displayed data by category. For example, to view only receipt-related events, uncheck all other categories.
121
122
123 For events of type **Customer made a receipt**, clicking **View receipt** displays [[receipt details>>path:/features/customer-profile#receipt-information]] (link to the description in the Receipts tab, Receipt Information section).
124 )))|(% style="border-color:white; width:605px" %)[[image:attach:Receipt.png]]
125
126 ==== {{id name="02"/}}Receipts ====
127
128 |(% style="border-color:white; width:835px" %)(((
129 In the **Receipts** tab, you can view information about all receipts issued to the customer. For each receipt, the following details are available:
130
131 * **Identifier**;
132 * **Number**;
133 * **Date**;
134 * **Status**;
135 * **Payment status**;
136 * **Total product cost**.
137
138 You can [[configure the list of receipt attributes>>doc:Main.Using.Smart_Communications.Settings_SC.Data_field.Views_management.WebHome]].
139 )))|(% style="border-color:white; width:603px" %)[[image:attach:Receipts.png]]
140 |(% style="border-color:white; width:835px" %)(((
141 ===== Receipt Details =====
142
143 Clicking on a receipt row displays:
144
145 * On the left side of the page — receipt attributes (status, date, shipping cost, etc.);
146 * On the right side of the page — a list of products included in the receipt. For each product, the following information is available:
147 ** **Identifier **— external product ID;
148 ** **Product ID **— internal product ID;
149 ** **Product name**;
150 ** **Quantity**;
151 ** **Total cost**;
152 ** **Price**.
153
154 You can [[customize the set of fields>>doc:Main.Using.Smart_Communications.Settings_SC.Data_field.Views_management.WebHome]] in each block.
155 )))|(% style="border-color:white; width:603px" %)[[image:attach:Receipt_inf.png]]
156
157 ==== {{id name="Orders"/}}Orders ====
158
159 |(% style="border-color:white; width:828px" %)(((
160 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.
161
162 (% class="box infomessage" %)
163 (((
164 * **Order **— a request placed by the customer via the website or mobile app for the purchase of a product or service.
165 * The **Orders** block is an optional feature that is not enabled by default. To activate it, please contact your account manager.
166 )))
167
168 For orders, you can also [[configure the list of attributes>>doc:Main.Using.Smart_Communications.Settings_SC.Data_field.Views_management.WebHome]].
169 )))|(% style="border-color:white; width:610px" %)[[image:attach:Orders.png]]
170 |(% style="border-color:white; width:828px" %)(((
171 ===== Order Details =====
172
173 Clicking on an order row displays:
174
175 * On the left side of the page — order attributes (ID, customer name, identifier).
176 * On the right side of the page — detailed order information:
177 ** **Date**;
178 ** **Number**;
179 ** **Status**;
180 ** **Delivery status**;
181 ** **Payment status**;
182 ** **Product count**;
183 ** **Total product cost**.
184
185 You can [[customize the set of fields>>doc:Main.Using.Smart_Communications.Settings_SC.Data_field.Views_management.WebHome]] in each block.
186 )))|(% style="border-color:white; width:610px" %)[[image:attach:Oder_info.png]]
187
188 ==== {{id name="03"/}}Campaigns ====
189
190 |(% style="border-color:white; width:834px" %)(((
191 In the **Campaigns** section, information about all [[campaigns>>doc:Main.Using.Smart_Communications.Mass_mailings.WebHome]] the customer has participated in is displayed.
192
193 Clicking on a campaign name opens the corresponding campaign details page.
194 )))|(% style="border-color:white; width:604px" %){{lightbox image="Mailing.png"/}}
195 |(% style="border-color:white; width:834px" %)(((
196 If the customer was part of a [[control group>>doc:Main.Using.Smart_Communications.Control_groups.WebHome]], the campaign information will be displayed accordingly (see image to the right).
197
198
199 )))|(% style="border-color:white; width:604px" %){{lightbox image="Control_group1.png"/}}
200
201 ==== {{id name="04"/}}Promocodes ====
202
203 |(% style="border-color:white; width:835px" %)(((
204 The **Promocodes** section lists all [[promocodes>>doc:Main.Using.Smart_Communications.Promo_codes.WebHome]] issued to the customer via a [[mass mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.WebHome]] or [[campaign>>doc:Main.Using.Smart_Communications.Campaign_list.WebHome]].
205
206 Clicking on a mailing or campaign name opens the respective details page.
207
208 The **Reissued?** field indicates whether the promocode was issued for the first time or reissued.
209 )))|(% style="border-color:white; width:603px" %){{lightbox image="Promocode.png"/}}
210
211 ==== {{id name="05"/}}Target Audiences ====
212
213 |(% style="border-color:white; width:838px" %)(((
214 The **Target Audiences** section displays all [[audiences>>doc:Main.Using.Smart_Communications.Customers.Tags.WebHome]] the customer belongs to.
215
216
217 )))|(% style="border-color:white; width:600px" %){{lightbox image="target.png"/}}
218 |(% style="border-color:white; width:838px" %)Clicking on a tag opens a list of customers with that tag (see image to the right).|(% style="border-color:white; width:600px" %){{lightbox image="Clients_TA.png"/}}
219
220 ==== {{id name="06"/}}Subscriptions ====
221
222 |(% style="border-color:white; width:841px" %)(((
223 The **Subscriptions** section displays subscription information for the customer.
224
225 Available settings include:
226
227 * **Activate/deactivate** customer subscriptions. For example, a customer may be subscribed to email campaigns but unsubscribed from SMS campaigns.
228 * Configure subscription status based on [[categories>>doc:Main.Using.Smart_Communications.Settings_SC.Mailing_categories.WebHome]]. For example, a customer may be subscribed to promotions but not to entertainment newsletters.
229 * Set preferred **channels** for receiving messages. For instance, promotions can be received via [[SMS>>doc:Main.Using.Smart_Communications.Mass_mailings.SMS_mailings.WebHome]], informational emails via [[email>>doc:Main.Using.Smart_Communications.Mass_mailings.Emails.WebHome]], and entertainment content via [[push notifications>>doc:Main.Using.Smart_Communications.Mass_mailings.Push_mailings.WebHome]].
230
231 Only **active** categories are displayed in the **Subscriptions** section.
232
233 (% class="box infomessage" %)
234 (((
235 For more information about categories, see the [[Subscription Management>>doc:Main.Using.Smart_Communications.Mass_mailings.Mailing_Loyalty_SC.WebHome]] section.
236 )))
237 )))|(% style="border-color:white; width:597px" %){{lightbox image="Subscription.png"/}}
238
239 ==== {{id name="07"/}}Surveys ====
240
241 |(% style="border-color:white; width:839px" %)The **Surveys** section displays information about all [[surveys>>doc:Main.Using.Smart_Communications.Survey.WebHome]] the customer has participated in.|(% style="border-color:white; width:599px" %){{lightbox image="survey.png"/}}
242 |(% style="border-color:white; width:839px" %)Clicking on a survey name opens the **Survey Results** page.|(% style="border-color:white; width:599px" %){{lightbox image="Survey_results.png"/}}
243 |(% style="border-color:white; width:839px" %)(((
244 ==== {{id name="09"/}}Favorite Stores ====
245
246 This is an additional feature available upon request.
247
248 The **Favorite Stores** section displays information about stores where the customer made purchases. For each store, the following data is shown:
249
250 1. Identifier;
251 1. Name;
252 1. Number of receipts the customer has at this store.
253 )))|(% style="border-color:white; width:599px" %){{lightbox image="pref_shops.jpg"/}}
254 |(% style="border-color:white; width:839px" %)(((
255 ==== {{id name="10"/}}Abandoned Cart ====
256
257 The [[**Abandoned Cart**>>doc:Main.Using.Smart_Communications.Campaign_list.Abandoned_cart.WebHome]] section displays information about products added by the customer to the cart but not purchased.
258
259 For each product, the following data is shown:
260
261 1. Product name;
262 1. Price;
263 1. Date and time it was added to the cart.
264 )))|(% style="border-color:white; width:599px" %){{lightbox image="Basket.png"/}}
265 |(% style="border-color:white; width:839px" %)(((
266 ==== {{id name="08"/}}Category Interest ====
267
268 This is an optional feature available upon request.
269
270 The **Category Interest** section displays information about the customer's interests.
271
272 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>>doc:Main.Using.Smart_Communications.Settings_SC.Settings.WebHome]].
273
274 In the **Advanced Settings**, you must specify the parameter **Calculate customer interest for the last X days**.
275
276 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.
277
278 * If the customer makes a purchase in that category, the interest is considered satisfied.
279 * If X days pass since the view, the system assumes no further interest in that category.
280
281 Only the top 10 interests are displayed on the page.
282 )))|(% style="border-color:white; width:599px" %){{lightbox image="interest.png"/}}
283
284 (% class="emoji-editor-bar" ng-version="13.3.12" %)
285 (((
286 (% class="box infomessage" %)
287 (((
288 If the option **Calculate Customer Interests** is disabled, the **Category Interest** tab will not appear in the customer profile.
289 )))
290 )))
Created 2025/06/25 04:46
Last edited 2025/06/25 04:46

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