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Wiki source code of 4. Mass messaging


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2 The mass messaging functionality in Loymax Smart Communications allows you to send emails, SMS messages, and push notifications to a group of customers.
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6 **Article contents:**
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8 {{toc depth="3" start="3"/}}
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10
11 === Viewing the list of mass messagings ===
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13 To view all mass messagings, go to the **Mass messaging** section in Smart Communications and select the mass messaging type:
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15 * [[Email mass messagings>>doc:.Email_mass_messaging.WebHome]];
16 * [[SMS mass messagings>>doc:.SMS_mass_messaging.WebHome]];
17 * [[Push mass messagings>>doc:.Push_mass_messaging.WebHome]].
18
19 The top of the page displays summary information for all mass messagings of the selected type.
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21 |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Totals_en.png" width="1200"/}}
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23 * **Number of sent mass messagings**.
24 * **Total number of receipts** — the number of purchases made as a result of mass messagings, taking into account [[receipt attribution parameters>>doc:Main.Smart_Communications.SMC_Use.Receipt_attribution.WebHome]].
25 * **Total receipt amount** — the purchase value generated by mass messagings, taking into account [[receipt attribution parameters>>doc:Main.Smart_Communications.SMC_Use.Receipt_attribution.WebHome]].
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27 The **My messagings** block displays information for each individual mass messaging.
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29 |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="My_mailings_en.png" width="1200"/}}
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31 For each mass messaging, you can view:
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33 * **Status** (Draft/Created/Collecting/Sent);
34 * **Subject** and **mass messaging name** (if specified when creating the mass messaging);
35 * **Creation date** and **send date**;
36 * **Number** and **total amount of receipts** associated with this mass messaging;
37 * **Number of recipients**;
38 * **Number of sent** and **delivered messages**.
39
40 The following actions are available for each mass messaging:
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42 * [[image:Stats_en.png]] View the [[mass messaging report>>doc:.Mailing_report.WebHome]];
43 * [[image:View_en.png]] View mass messaging parameters set during creation for a sent mass messaging , or [[image:Edit.png]] make adjustments for a draft mass messaging;
44 * [[image:Copy_en.png]] Copy the mass messaging (create a new mass messaging based on an existing one);
45 * [[image:Delete_en.png]] Delete the mass messaging.
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49 If you delete a mass messaging that has not yet been sent, the messages will not be delivered to customers.
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51
52 The **My messagings** block also provides the following capabilities:
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54 |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Options_en.png" width="1200"/}}
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56 1. Set the number of records displayed per page (10, 25, 50, or 100);
57 1. View information on other pages;
58 1. Sort records in ascending/descending order by any column. For example:
59 1*. Sort all mass messagings alphabetically by subject.
60 1*. Display mass messagings with the highest receipt amounts first.
61 1. Filter the mass messaging list by additional criteria. For example, show only mass messagings containing discount information.
62 1. Create a new mass messaging.
63
64 === Creating a mass messaging ===
65
66 There are several ways to create a mass messaging:
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68 1. From the [[Mass messaging>>doc:||anchor="01"]] section;
69 1. From the [[All customers>>doc:||anchor="02"]] section;
70 1. From the [[Messaging calendar>>doc:||anchor="03"]] section;
71 1. By [[copying>>doc:||anchor="04"]] an existing mass messaging.
72
73 ==== {{id name="01"/}}1. Creating a mass messaging from the **Mass messaging** section ====
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75 1. Select **Mass messaging** in the main menu. Then choose one of the three available mass messaging types: email, SMS, or push.
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77 |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Create_mailing_en.png" width="1200"/}}
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79 2. Click the **Create new mass messaging** button.
80 3. In the window that opens, add customers who should receive the mass messaging and fill in the required sections. For more details, see [[Creating a new segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome||anchor="01"]].
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82 ==== {{id name="02"/}}2. Creating a mass messaging from the **All customers** section ====
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84 1. Create a segment in the [[Segment builder>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]], or open an existing segment in the **Customers > User segments** section.
85 1. In the **Customers** block, click the button corresponding to the mass messaging type you want to create:
86
87 * [[image:Envelope.png]] Create an email [[mass messaging>>doc:.Email_mass_messaging.WebHome]];
88
89 * [[image:SMS_mailing.png]] Create an [[SMS mass messaging>>doc:.SMS_mass_messaging.WebHome]];
90
91 * [[image:Push_mailing.png]] Create a [[push mass messaging>>doc:.Push_mass_messaging.WebHome]].
92
93 ==== {{id name="03"/}}3. Creating a mass messaging from the **Messaging calendar** section ====
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95 1. Select the [[**Messaging calendar**>>doc:.Messaging_calendar.WebHome]] section in the main menu.
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97 |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Calendar_en.png" width="1200"/}}
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99 2. Click the **Create mass messaging** button.
100 3. Select the mass messaging type.
101 4. In the window that opens, add customers who should receive the mass messaging and fill in the required sections. For more details, see [[Creating a new segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome||anchor="01"]].
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103 ==== {{id name="04"/}}4. Creating a mass messaging by **copying** ====
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105 1. Select **Mass messaging** in the main menu. Then choose the mass messaging type: email, SMS, or push.
106 1. Select the mass messaging you want to copy. Click the **Copy** button at the end of the corresponding row to open the mass messaging editing window.
107
108 === Sending a mass messaging to customers ===
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110 After adding customers who should receive the mass messaging , the page will display a list of selected customers along with summary information about them.
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112 |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Customers_mailing_en.png" width="1000"/}}
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114 The block below allows you to evaluate the **mass messaging volume**.
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116 |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Mailing_volume_en.png" width="1000"/}}
117
118 * **Customers** — customers who may receive the mass messaging .
119 * **Address issue** — customers with no address specified or with an incorrect address.
120 * **Unsubscribed from communication channel** — customers who have opted out and will not receive the mass messaging .
121 * **Recipients** — the number of customers who will actually receive the mass messaging .
122 * You can select a **communication policy** for the mass messaging (if this functionality is enabled), which defines the frequency of mass messaging to customers. By default, the **Standard** policy is applied. It is created automatically in the system and contains no rules.
123 * You can also set the size of the [[control group>>doc:Main.Smart_Communications.SMC_Use.Control_groups.WebHome]] to evaluate the impact of communication on customer behavior. To form a representative control group based on specific characteristics (for example, age, gender, registration date), you can use the stratification mechanism. Clicking the **Show stratification parameters** button opens a modal window with settings for forming the control group. For more details, see the [[article>>doc:Main.Smart_Communications.SMC_Use.Control_groups.WebHome]].
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125 |(% style="border-color:#ffffff; text-align:center" %)[[image:attach:Stratification_params.png]]
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127 For example, 14,730 customers were included in the segment. This does not mean that exactly that many emails will be sent.
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129 * 71 customers have no address.
130 * The control group size is set to 7%, meaning 7% of customers will not receive the message.
131 * Some customers have unsubscribed from communications.
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133 This leaves 13,257 customers who will receive the mass messaging .