All customers - Loymax

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.

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== {{id name="Profile"/}}Customer profile ==

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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.

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=== Customer information ===

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

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* **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.

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** 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.

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** If customer email address is invalid, it will be excluded from all email messages.

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* **Profile data **(gender, date of birth, country, city, registration date, etc.). These are the details a customer provided upon registration in the Loyalty Program.

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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]].

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* [[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]]:

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** Date of first receipt;

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** Date of last receipt;

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** Days since first receipt;

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** Days since last receipt;

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** Last receipt amount;

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** Number of receipts;

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** Total amount spent in receipts;

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** Average receipt amount;

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** Average product count per receipt;

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** Number of attributed orders;

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** Average order value;

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** Order count;

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** Average price of item in an order;

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** First order date;

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** Last order date;

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** Days from first order;

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** Days from last order;

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** Last order cost;

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** RFM segment;

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** Days since registration.

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* Information from the [[Loyalty Program>>doc:Main.General_information.Loymax_Loyalty.WebHome]], if enabled:

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** Bonuses active, total;

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** Bonuses to activate, total;

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** Bonuses to deactivate, total;

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** Bonuses next deactivation date;

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** Bonuses, next amount to deactivate.

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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.

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=== Customer activity ===

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

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* [[Activity>>doc:||anchor="01"]],

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* [[Receipts>>doc:||anchor="02"]] (or Cheques),

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* [[Orders>>doc:||anchor="Orders"]],

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* [[Mailings>>doc:||anchor="03"]],

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* [[Promo codes>>doc:||anchor="04"]],

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* [[Tags>>doc:||anchor="05"]],

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* [[Subscriptions>>doc:||anchor="06"]],

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* [[Polls>>doc:||anchor="07"]],

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* [[Favorite stores>>doc:||anchor="09"]],

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* [[Category interest>>doc:||anchor="08"]].

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==== {{id name="01"/}}Activity ====

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

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~1. Participation in mailings:

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* In mass messaging;

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* In campaign-based mailings;

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2. Receipts (or Cheques);

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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;

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4. Events:

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* 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:

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* Category (icon to the left of the event);

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* Name;

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* Description;

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* Date and time of the event.

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|(% 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"/}}

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

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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]].

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==== {{id name="02"/}}Receipts ====

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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**;

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* **Total product cost**.

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You can [[configure the list of receipt attributes>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.Views_management.WebHome]].

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===== Receipt details =====

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

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* On the left side of the page — receipt attributes (status, date, delivery cost, etc.);

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* On the right side of the page — a list of products included in the receipt. The following information is available for each product:

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** **Identifier **— product external ID;

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** **Product ID **— product internal ID;

** **Product name**;

** **Quantity**;

** **Total cost**;

** **Price**.

You can [[customize the set of fields>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.Views_management.WebHome]] in each block.

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==== {{id name="Orders"/}}Orders ====

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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.

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* **Order **is a request for the purchase of a product or service placed by the customer on the website or in the mobile app.

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* The **Orders** block is an optional feature that is not enabled by default. To activate it, please contact your account manager.

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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.

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===== Order Details =====

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

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* On the left side of the page — order attributes (ID, customer name, identifier).

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* On the right side of the page — detailed order information:

** **Date**;

** **Number**;

** **Status**;

** **Delivery status**;

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** **Payment status**;

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** **Product count**;

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** **Product cost**.

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You can [[customize the set of fields>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.Views_management.WebHome]] in each block.

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==== {{id name="03"/}}Mailings ====

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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.

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

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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.

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==== {{id name="04"/}}Promo codes ====

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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]].

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

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

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==== {{id name="05"/}}Tags ====

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The **Tags** section displays all [[target audiences>>doc:Main.Smart_Communications.SMC_Use.Customers.Target_audiences.WebHome]] the customer belongs to.

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)))|(% style="border-color:white; width:600px" %)[[image:Tags.png]]

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|(% 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"/}}

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==== {{id name="06"/}}Subscriptions ====

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The **Subscriptions** section displays customer subscription information.

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Available settings include:

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* **Activate/deactivate** customer subscriptions. For example, a customer may be subscribed to email mailings but unsubscribed from SMS mailings.

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* 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.

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* 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]].

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Only **active** categories are displayed in the **Subscriptions** section.

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For more information about categories, see the [[Subscription Management>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Subscription_synchronization.WebHome]] section.

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==== {{id name="07"/}}Polls ====

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|(% 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"/}}

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|(% style="border-color:white; width:839px" %)Click on a poll name to open the **Poll result** page.|(% style="border-color:white; width:599px" %)

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==== {{id name="09"/}}Favorite points of sale ====

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This is an additional feature available upon request.

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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;

1. Name;

1. Number of receipts the customer has at this point of sale.

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==== Abandoned cart ====

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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.

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The following data is shown for each product:

1. Product name;

1. Price;

1. Date and time it was added to the cart.

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==== Category interest ====

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This is an optional feature available upon request.

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The **Category Interest** section displays information about the customer interests.

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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]].

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

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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.

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* If the customer makes a purchase in that category, the interest is considered to be satisfied.

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* If X days passed since the view, the system assumes no further interest in that category.

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Only the top 10 interests are displayed on the page.

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