Loymax, 2026

Wiki source code of All customers

version	line-number	content
1.1	1	(% class="lead" %)
17.1	2	This section allows to display a list of customers by setting filter parameters and to view personal information for individual customers.
1.1	3
13.2	4	Contents:
	5
1.1	6	{{toc depth="4" start="2"/}}
	7
	8	== Customer list ==
	9
	10	Here you can view information about individual customers or customer groups. Flexible customer search is available using various parameters such as:
	11
	12	* Personal and contact details: surname, first name, date of birth, gender, phone number, email, address, etc.,
17.1	13	* Purchase data and receipt composition: date of the first or last receipt, average receipt amount, average product price per receipt, etc.,
1.1	14	* Favorite products,
	15	* Number of accrued bonus points,
17.1	16	* Participation in polls and newsletters, etc.
1.1	17
22.1	18	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.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]]. Segment metrics such as number of orders, revenue, average receipt amount, etc., are also covered there.
1.1	19
	20	\|(% style="border-color:white; text-align:center" %){{lightbox image="All_customers_main.png" width="1000"/}}
	21
	22	== {{id name="Profile"/}}Customer profile ==
	23
38.1	24	The Customer profile contains all information available about the customer received by [[Loymax Smart Communications>>doc:Main.Smart_Communications.SMC_Use.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.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]]. The customer profile includes both general customer information and details about their actions.
1.1	25
	26	\|(% style="border-color:white; text-align:center" %){{lightbox image="Customer.png" width="1000"/}}
	27
	28	=== Customer information ===
	29
	30	Customer information is located in the left part of the profile and contains personal data:
	31
17.1	32	* Contact details (phone number, email). If contact information is missing or invalid, a warning icon [[image:Exclamation.png\|\|height="23" width="23"]] is displayed next to it.
	33	** 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.
	34	** If customer email address is invalid, it will be excluded from all email messages.
18.1	35	* Profile data (gender, date of birth, country, city, registration date, etc.). These are the details a customer provided upon registration in the Loyalty Program.
1.1	36
	37	(% class="box infomessage" %)
	38	(((
34.1	39	The set of profile fields may vary for each Company and can be [[configured during project implementation>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.WebHome]].
1.1	40	)))
	41
22.1	42	* [[Metrics>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.Metrics.WebHome]] — customer-related data used in the [[Segment builder>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]]:
1.1	43	** Date of first receipt;
	44	** Date of last receipt;
	45	** Days since first receipt;
	46	** Days since last receipt;
17.1	47	** Last receipt amount;
1.1	48	** Number of receipts;
	49	** Total amount spent in receipts;
17.1	50	** Average receipt amount;
1.1	51	** Average product count per receipt;
17.1	52	** Number of attributed orders;
	53	** Average order value;
	54	** Order count;
	55	** Average price of item in an order;
	56	** First order date;
	57	** Last order date;
	58	** Days from first order;
	59	** Days from last order;
	60	** Last order cost;
1.1	61	** RFM segment;
	62	** Days since registration.
18.1	63	* Information from the [[Loyalty Program>>doc:Main.General_information.Loymax_Loyalty.WebHome]], if enabled:
1.2	64	** Bonuses active, total;
	65	** Bonuses to activate, total;
	66	** Bonuses to deactivate, total;
	67	** Bonuses next deactivation date;
	68	** Bonuses, next amount to deactivate.
1.1	69
	70	(% class="box infomessage" %)
	71	(((
33.1	72	The list of [[attributes>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.Views_management.WebHome]] displayed in the customer profile can be customized.
1.1	73	)))
	74
1.2	75	=== Customer activity ===
1.1	76
1.2	77	Information about customer actions is located in the right part of the Customer profile under tabs. Main tabs:
1.1	78
	79	* [[Activity>>doc:\|\|anchor="01"]],
17.1	80	* [[Receipts>>doc:\|\|anchor="02"]] (or Cheques),
1.1	81	* [[Orders>>doc:\|\|anchor="Orders"]],
1.2	82	* [[Mailings>>doc:\|\|anchor="03"]],
	83	* [[Promo codes>>doc:\|\|anchor="04"]],
	84	* [[Tags>>doc:\|\|anchor="05"]],
1.1	85	* [[Subscriptions>>doc:\|\|anchor="06"]],
1.2	86	* [[Polls>>doc:\|\|anchor="07"]],
1.1	87	* [[Favorite stores>>doc:\|\|anchor="09"]],
	88	* [[Category interest>>doc:\|\|anchor="08"]].
	89
	90	==== {{id name="01"/}}Activity ====
	91
	92	\|(% style="border-color:white; width:833px" %)(((
1.2	93	Information about all types of customer activity is displayed in the Activity tab:
1.1	94
1.2	95	~1. Participation in mailings:
1.1	96
17.1	97	* In mass messaging;
1.2	98	* In campaign-based mailings;
1.1	99
17.1	100	2. Receipts (or Cheques);
36.1	101	3. Orders — this information is displayed if the [[corresponding functionality>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Order_statuses.WebHome]] is enabled and the feature flag is activated;
1.1	102	4. Events:
	103
18.1	104	* Reach out to the Call Center;
1.1	105
	106	5. Website events:
	107
	108	* Website visit;
	109	* Category view;
	110	* Product view;
	111	* Page view;
	112	* Abandoned cart.
	113
18.1	114	6. Bonuses accrued in the Loyalty Program;
1.1	115	7. Points accrued;
	116	8. Tag assigned.
	117
1.2	118	The following details are displayed for each event:
1.1	119
	120	* Category (icon to the left of the event);
	121	* Name;
	122	* Description;
	123	* Date and time of the event.
1.2	124	)))\|(% style="border-color:white; width:605px" %)
1.1	125	\|(% 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"/}}
	126	\|(% style="border-color:white; width:833px" %)(((
	127	You can filter the displayed data by category. For example, to view only receipt-related events, uncheck all other categories.
	128
	129
17.1	130	For the events like "Receipt was issued to customer", there is an option to click View receipt to see all [[receipt details>>path:/features/customer-profile#receipt-information]].
1.2	131	)))\|(% style="border-color:white; width:605px" %){{lightbox image="Receipt.png"/}}
1.1	132
	133	==== {{id name="02"/}}Receipts ====
	134
	135	\|(% style="border-color:white; width:835px" %)(((
17.1	136	You can view information about all receipts issued to the customer in the Receipts (Cheques) tab. For each receipt, the following details are available:
1.1	137
	138	* Identifier;
	139	* Number;
	140	* Date;
	141	* Status;
	142	* Payment status;
	143	* Total product cost.
	144
33.1	145	You can [[configure the list of receipt attributes>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.Views_management.WebHome]].
1.2	146	)))\|(% style="border-color:white; width:603px" %){{lightbox image="Receiptss.png"/}}
1.1	147	\|(% style="border-color:white; width:835px" %)(((
1.2	148	===== Receipt details =====
1.1	149
17.1	150	When clicking on a receipt line, the following information is displayed:
1.1	151
17.1	152	* On the left side of the page — receipt attributes (status, date, delivery cost, etc.);
	153	* On the right side of the page — a list of products included in the receipt. The following information is available for each product:
11.1	154	Identifier **— product external ID;
	155	Product ID **— product internal ID;
1.1	156	Product name**;
	157	Quantity**;
	158	Total cost**;
	159	Price**.
	160
33.1	161	You can [[customize the set of fields>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.Views_management.WebHome]] in each block.
12.1	162	)))\|(% style="border-color:white; width:603px" %){{lightbox image="Receipt_info.png"/}}
1.1	163
	164	==== {{id name="Orders"/}}Orders ====
	165
	166	\|(% style="border-color:white; width:828px" %)(((
17.1	167	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.
1.1	168
	169	(% class="box infomessage" %)
	170	(((
17.1	171	* Order is a request for the purchase of a product or service placed by the customer on the website or in the mobile app.
1.1	172	* The Orders block is an optional feature that is not enabled by default. To activate it, please contact your account manager.
	173	)))
	174
33.1	175	There is also an option to [[configure a list of attributes>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.Views_management.WebHome]] for orders.
12.1	176	)))\|(% style="border-color:white; width:610px" %){{lightbox image="Orders.png"/}}
1.1	177	\|(% style="border-color:white; width:828px" %)(((
	178	===== Order Details =====
	179
17.1	180	When clicking on the order line, the following information is displayed:
1.1	181
	182	* On the left side of the page — order attributes (ID, customer name, identifier).
	183	* On the right side of the page — detailed order information:
	184	Date**;
	185	Number**;
	186	Status**;
	187	Delivery status**;
	188	Payment status**;
	189	Product count**;
17.1	190	Product cost**.
1.1	191
33.1	192	You can [[customize the set of fields>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.Views_management.WebHome]] in each block.
11.1	193	)))\|(% style="border-color:white; width:610px" %)
1.1	194
1.2	195	==== {{id name="03"/}}Mailings ====
1.1	196
11.1	197	\|(% rowspan="2" style="border-color:white; width:834px" %)(((
	198	(((
29.1	199	The information about all [[mailings>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.WebHome]] the customer has participated in is displayed in the Mailings section.
1.1	200
17.1	201	Click the mailing name to open the page with corresponding mailing details.
11.1	202	)))
1.1	203
11.1	204	(((
31.1	205	If the customer was part of a [[control group>>doc:Main.Smart_Communications.SMC_Use.Control_groups.WebHome]], the icon [[image:bell.png]] will be displayed beside the name of the mailing.
11.1	206	)))
12.1	207	)))\|(% style="border-color:white; width:604px" %){{lightbox image="Mailings.png"/}}
11.1	208	\|(% style="border-color:white; width:604px" %)
1.1	209
17.1	210	==== {{id name="04"/}}Promo codes ====
1.1	211
	212	\|(% style="border-color:white; width:835px" %)(((
32.1	213	The Promo codes section lists all [[promo codes>>doc:Main.Smart_Communications.SMC_Use.Promo_codes.WebHome]] issued to the customer within [[mass messaging>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.WebHome]] or [[campaign>>doc:Main.Smart_Communications.SMC_Use.Campaigns.WebHome]].
1.1	214
17.1	215	Click the mailing/campaign name to open the page with a detailed information.
1.1	216
17.1	217	The Is reissued? field indicates whether the promo code was issued for the first time or reissued.
12.1	218	)))\|(% style="border-color:white; width:603px" %){{lightbox image="Promo.png"/}}
1.1	219
12.1	220	==== {{id name="05"/}}Tags ====
1.1	221
	222	\|(% style="border-color:white; width:838px" %)(((
20.1	223	The Tags section displays all [[target audiences>>doc:Main.Smart_Communications.SMC_Use.Customers.Target_audiences.WebHome]] the customer belongs to.
1.1	224
	225
12.1	226	)))\|(% style="border-color:white; width:600px" %)[[image:Tags.png]]
17.1	227	\|(% style="border-color:white; width:838px" %)Click on a tag name to open a list of customers with that tag (see image to the right).\|(% style="border-color:white; width:600px" %){{lightbox image="Tags_info.png"/}}
1.1	228
	229	==== {{id name="06"/}}Subscriptions ====
	230
	231	\|(% style="border-color:white; width:841px" %)(((
17.1	232	The Subscriptions section displays customer subscription information.
1.1	233
	234	Available settings include:
	235
11.1	236	* Activate/deactivate customer subscriptions. For example, a customer may be subscribed to email mailings but unsubscribed from SMS mailings.
35.1	237	* Configure subscription status based on [[categories>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Mailing_categories.WebHome]]. For example, a customer may be subscribed to offers but not to entertainment newsletters.
27.1	238	* Set preferred channels for receiving messages. For example, offers can be received via [[SMS>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.SMS_mass_messaging.WebHome]], marketing letters via [[email>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.WebHome]], and entertainment content via [[push notifications>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Push_mass_messaging.WebHome]].
1.1	239
	240	Only active categories are displayed in the Subscriptions section.
	241
	242	(% class="box infomessage" %)
	243	(((
28.1	244	For more information about categories, see the [[Subscription Management>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Subscription_synchronization.WebHome]] section.
1.1	245	)))
12.1	246	)))\|(% style="border-color:white; width:597px" %){{lightbox image="Subscriptions.png"/}}
1.1	247
1.2	248	==== {{id name="07"/}}Polls ====
1.1	249
30.1	250	\|(% style="border-color:white; width:839px" %)The Polls section displays information about all [[polls>>doc:Main.Smart_Communications.SMC_Use.Polls.WebHome]] the customer has participated in.\|(% style="border-color:white; width:599px" %){{lightbox image="Polls.png"/}}
17.1	251	\|(% style="border-color:white; width:839px" %)Click on a poll name to open the Poll result page.\|(% style="border-color:white; width:599px" %)
1.1	252	\|(% style="border-color:white; width:839px" %)(((
11.1	253	==== {{id name="09"/}}Favorite points of sale ====
1.1	254
	255	This is an additional feature available upon request.
	256
17.1	257	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:
1.1	258
	259	1. Identifier;
	260	1. Name;
11.1	261	1. Number of receipts the customer has at this point of sale.
	262	)))\|(% style="border-color:white; width:599px" %)
1.1	263	\|(% style="border-color:white; width:839px" %)(((
12.1	264	==== Abandoned cart ====
1.1	265
23.1	266	The [[Abandoned Cart>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Abandoned_cart.WebHome]] section displays information about products added by the customer to the cart but not purchased.
1.1	267
17.1	268	The following data is shown for each product:
1.1	269
	270	1. Product name;
	271	1. Price;
	272	1. Date and time it was added to the cart.
11.1	273	)))\|(% style="border-color:white; width:599px" %)
1.1	274	\|(% style="border-color:white; width:839px" %)(((
11.1	275	==== Category interest ====
1.1	276
	277	This is an optional feature available upon request.
	278
11.1	279	The Category Interest section displays information about the customer interests.
1.1	280
37.1	281	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>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Settings.WebHome]].
1.1	282
11.1	283	The parameter Calculate customer interest for the last X days should be specified in the Advanced Settings.
1.1	284
17.1	285	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.
1.1	286
17.1	287	* If the customer makes a purchase in that category, the interest is considered to be satisfied.
	288	* If X days passed since the view, the system assumes no further interest in that category.
1.1	289
	290	Only the top 10 interests are displayed on the page.
11.1	291	)))\|(% style="border-color:white; width:599px" %)
1.1	292
	293	(% class="emoji-editor-bar" ng-version="13.3.12" %)
	294	(((
	295	(% class="box infomessage" %)
	296	(((
17.1	297	If the option Calculate customer interests is disabled, the Category interest tab does not appear in the customer profile.
1.1	298	)))
	299	)))

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

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Wiki source code of All customers