Wiki source code of 4. Mass messaging
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1.1 | 1 | (% class="lead" %) |
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37.1 | 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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37.1 | 6 | **Article contents:** |
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1.1 | 7 | |
| 8 | {{toc depth="3" start="3"/}} | ||
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37.1 | 11 | === Viewing the list of mass messagings === |
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1.1 | 12 | |
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37.1 | 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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1.1 | 14 | |
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37.1 | 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]]. | ||
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1.1 | 18 | |
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37.1 | 19 | The top of the page displays summary information for all mass messagings of the selected type. |
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37.1 | 21 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Totals_en.png" width="1200"/}} |
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1.1 | 22 | |
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37.1 | 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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1.1 | 26 | |
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37.1 | 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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37.1 | 31 | For each mass messaging, you can view: |
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1.1 | 32 | |
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37.1 | 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**. | ||
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1.1 | 39 | |
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37.1 | 40 | The following actions are available for each mass messaging: |
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1.1 | 41 | |
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37.1 | 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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1.1 | 46 | |
| 47 | (% class="box infomessage" %) | ||
| 48 | ((( | ||
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37.1 | 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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1.1 | 50 | ))) |
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37.1 | 52 | The **My messagings** block also provides the following capabilities: |
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1.1 | 53 | |
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37.1 | 54 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Options_en.png" width="1200"/}} |
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1.1 | 55 | |
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37.1 | 56 | 1. Set the number of records displayed per page (10, 25, 50, or 100); |
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1.1 | 57 | 1. View information on other pages; |
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37.1 | 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. | ||
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1.1 | 63 | |
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37.1 | 64 | === Creating a mass messaging === |
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1.1 | 65 | |
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37.1 | 66 | There are several ways to create a mass messaging: |
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1.1 | 67 | |
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37.1 | 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. | ||
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1.1 | 72 | |
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37.1 | 73 | ==== {{id name="01"/}}1. Creating a mass messaging from the **Mass messaging** section ==== |
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1.1 | 74 | |
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37.1 | 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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1.1 | 76 | |
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37.1 | 77 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Create_mailing_en.png" width="1200"/}} |
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1.1 | 78 | |
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37.1 | 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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37.1 | 82 | ==== {{id name="02"/}}2. Creating a mass messaging from the **All customers** section ==== |
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1.1 | 83 | |
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37.1 | 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: | ||
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1.1 | 86 | |
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37.1 | 87 | * [[image:Envelope.png]] Create an email [[mass messaging>>doc:.Email_mass_messaging.WebHome]]; |
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1.1 | 88 | |
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37.1 | 89 | * [[image:SMS_mailing.png]] Create an [[SMS mass messaging>>doc:.SMS_mass_messaging.WebHome]]; |
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1.1 | 90 | |
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37.1 | 91 | * [[image:Push_mailing.png]] Create a [[push mass messaging>>doc:.Push_mass_messaging.WebHome]]. |
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1.1 | 92 | |
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37.1 | 93 | ==== {{id name="03"/}}3. Creating a mass messaging from the **Messaging calendar** section ==== |
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1.1 | 94 | |
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37.1 | 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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37.1 | 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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37.1 | 103 | ==== {{id name="04"/}}4. Creating a mass messaging by **copying** ==== |
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1.1 | 104 | |
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37.1 | 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. | ||
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1.1 | 107 | |
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37.1 | 108 | === Sending a mass messaging to customers === |
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1.1 | 109 | |
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37.1 | 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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1.1 | 111 | |
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37.1 | 112 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Customers_mailing_en.png" width="1000"/}} |
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1.1 | 113 | |
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37.1 | 114 | The block below allows you to evaluate the **mass messaging volume**. |
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1.1 | 115 | |
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37.1 | 116 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Mailing_volume_en.png" width="1000"/}} |
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1.1 | 117 | |
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37.1 | 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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37.1 | 125 | |(% style="border-color:#ffffff; text-align:center" %)[[image:attach:Stratification_params.png]] |
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1.1 | 126 | |
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37.1 | 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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1.1 | 128 | |
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37.1 | 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. | ||
| 132 | |||
| 133 | This leaves 13,257 customers who will receive the mass messaging . |