Wiki source code of General settings
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| 1 | (% class="lead" %) | ||
| 2 | The **General Settings** section is designed to configure the basic parameters of [[Loymax Smart Communications>>doc:Main.General_information.Smart_Communications.WebHome]]. In this section, user can set up configurations for [[message templates>>doc:Main.Using.Smart_Communications.Mass_mailings.Emails.Templates.WebHome]] and enable functionalities that will be applied by default when creating mailings. | ||
| 3 | |||
| 4 | The **General Settings** section includes the following subsections: | ||
| 5 | |||
| 6 | * [[Contact Details>>doc:||anchor="01"]]; | ||
| 7 | * [[Email>>doc:||anchor="02"]]; | ||
| 8 | * [[SMS>>doc:||anchor="03"]]; | ||
| 9 | * [[Push>>doc:||anchor="04"]]; | ||
| 10 | * [[Business Logic>>doc:||anchor="05"]]; | ||
| 11 | * [[Advanced Options>>doc:||anchor="06"]]; | ||
| 12 | |||
| 13 | === {{id name="01"/}}Contact Details === | ||
| 14 | |||
| 15 | |(% style="border-color:white; width:60%" %)((( | ||
| 16 | The **Contact Details** subsection contains the following fields that need to be filled in: | ||
| 17 | |||
| 18 | * **General**; | ||
| 19 | * **Logo** — select a file to upload the company logo; | ||
| 20 | * **Website** — enter company website address; | ||
| 21 | * **Contact Person**; | ||
| 22 | * **Phone**; | ||
| 23 | * **Skype**; | ||
| 24 | * **Email**; | ||
| 25 | * **Time Zone** — select the appropriate time zone from the dropdown list. | ||
| 26 | )))|(% style="border-color:white; width:704px" %){{lightbox image="Contact_Details_SC.png"/}} | ||
| 27 | |||
| 28 | === {{id name="02"/}}Email === | ||
| 29 | |||
| 30 | Settings in the **Email** subsection are used in the [[Email Campaigns>>doc:Main.Using.Smart_Communications.Mass_mailings.Emails.WebHome]] section. | ||
| 31 | |||
| 32 | |(% style="border-color:white; width:60%" %)((( | ||
| 33 | These data are automatically inserted into the corresponding fields when an email campaign is created: | ||
| 34 | |||
| 35 | * **Company name for unsubscription page** is displayed on the subscription management page; | ||
| 36 | * **Default sender name**; | ||
| 37 | * **Default sender address**; | ||
| 38 | * **Reply-to address** — fill in this field if replies or customer feedback are expected; | ||
| 39 | * **Time interval for email delivery** — set a time range for message delivery according to the time zone specified in the **Contact Details** section; | ||
| 40 | * **Email message lifetime** — specify the message lifetime in hours, days, or minutes; | ||
| 41 | * **Default UTM tags** — if needed, you can add UTM tags to track online advertising campaigns. If an UTM tag is defined, it will be added to all links in the email; | ||
| 42 | * **Enable Double opt-in**; | ||
| 43 | * **Default subscription** — check this box if you want to enable subscription by default. | ||
| 44 | |||
| 45 | After filling in all fields, click **Save**. All data entered in this section will be used by default in email campaigns. | ||
| 46 | )))|(% style="border-color:white; width:711px" %){{lightbox image="Email_Set_SC.png"/}} | ||
| 47 | |||
| 48 | === {{id name="03"/}}SMS === | ||
| 49 | |||
| 50 | Settings in the **SMS** subsection are used for [[SMS campaigns>>doc:Main.Using.Smart_Communications.Mass_mailings.SMS_mailings.WebHome]]. | ||
| 51 | |||
| 52 | |(% style="border-color:white; width:60%" %)((( | ||
| 53 | Fill in the fields below — the data will be automatically inserted into the appropriate fields when creating an SMS campaign: | ||
| 54 | |||
| 55 | * **Default sender name**; | ||
| 56 | * **Default country** is used to complete phone numbers provided in incomplete format. For example, if the client's number is "7816-887-178" and the field contains "UK", the SMS will be sent to "+44-7816-887-178"; | ||
| 57 | * **Time interval for SMS delivery** — SMS messages are delivered to recipients only within the time range configured in the System (e.g., from 09:00 to 21:00). If the current time at the recipient’s location falls outside of this allowed interval, the message will remain in the queue until the next day when the permitted delivery time begins; | ||
| 58 | * **SMS message lifetime** — specify the message lifetime in hours, days, or minutes; | ||
| 59 | * **Default subscription** — check this box if you want to enable subscription by default. | ||
| 60 | |||
| 61 | After completing all fields, click **Save**. All data entered in this section will be used by default in SMS campaigns. | ||
| 62 | )))|(% style="border-color:white; width:706px" %)[[image:attach:SMS_settings.png]] | ||
| 63 | |||
| 64 | === {{id name="04"/}}Push === | ||
| 65 | |||
| 66 | Settings in the **Push** subsection are used for [[Push Campaigns>>doc:Main.Using.Smart_Communications.Mass_mailings.Push_mailings.WebHome]]. | ||
| 67 | |||
| 68 | |(% style="border-color:white; width:60%" %)((( | ||
| 69 | Fill in the fields below and the data will be automatically applied when creating Push campaigns: | ||
| 70 | |||
| 71 | * **Time interval for Push delivery** — push notifications are delivered to recipients only within the time range configured in the System (e.g., from 09:00 to 21:00). If the current time at the recipient’s location falls outside of this allowed interval, the message will remain in the queue until the next day when the permitted delivery time begins. | ||
| 72 | * **PUSH message lifetime** — specify the message lifetime in hours, days, or minutes. | ||
| 73 | |||
| 74 | After completing all fields, click **Save**. | ||
| 75 | )))|(% style="border-color:white; width:702px" %){{lightbox image="Push_settings.png" width="500"/}} | ||
| 76 | |||
| 77 | === {{id name="05"/}}Business Logic === | ||
| 78 | |||
| 79 | To analyse the effectiveness of marketing campaigns in customer acquisition and retention, use the settings in the **Business Logic** section. | ||
| 80 | |||
| 81 | |(% style="border-color:white; width:60%" %)((( | ||
| 82 | * **Receipt attribution period, days** — the value entered here is automatically applied in the corresponding setting for mailings. For more information on receipt attribution, see [[here>>doc:Main.Using.Smart_Communications.Receipt_attribution.WebHome]]. | ||
| 83 | * **Text representation of order cancellation status** — by default set to **Canceled**. This text can be changed to any other if needed. | ||
| 84 | * **Text representation of order payment status** — by default set to **Paid**. This text can be changed to any other if needed. | ||
| 85 | * **RFM segment calculation period, months** — specify the time period for which the data should be considered when building [[RFM segments>>doc:Main.Usage.Smart_Communications.Customers.RFM_segmentation.WebHome]]. | ||
| 86 | |||
| 87 | Click the **Save** button to save the data in the System. | ||
| 88 | )))|(% style="border-color:white; width:714px" %){{lightbox image="BuisLogic_SC.png"/}} | ||
| 89 | |||
| 90 | === {{id name="06"/}}Advanced Options === | ||
| 91 | |||
| 92 | |(% style="border-color:white; width:60%" %)((( | ||
| 93 | The following features are available in this subsection: | ||
| 94 | |||
| 95 | * The **Track website events** function allows the system to record customer visits to the website and associate this activity with the customer’s profile in the Loymax System. Based on this data, the system builds a map of the customer's interests related to products and product categories, and enables functionalities such as [[abandoned cart recovery>>doc:Main.Usage.Smart_Communications.Campaigns.Abandoned_cart.WebHome]] and other web triggers. | ||
| 96 | If website event tracking is enabled, customer actions on the website will be displayed in the **Customer Profile > [[Activity>>doc:Main.Using.Smart_Communications.Customers.All_clients.WebHome||anchor="01"]]** section. | ||
| 97 | * **Calculate customer interests based on visit history for X days** — this feature allows an analysis of customer interests. The results are displayed in the customer profile under the [[Interest in Categories>>doc:Main.Using.Smart_Communications.Customers.All_clients.WebHome||anchor="08"]] tab. | ||
| 98 | In the settings, you can specify the period for which customer interests should be considered. For example, you may choose to include only products viewed within the last month and exclude those viewed earlier than that (as interest in those items is assumed to have diminished). | ||
| 99 | If the **Calculate customer interests** function is disabled, the **Interest in Categories** tab will not appear in the customer profile. | ||
| 100 | * **Enable report on top product categories** — activating this option adds the [[Product Sales>>doc:Main.Using.Smart_Communications.Mass_mailings.Mailing_report.WebHome||anchor="05"]] section to the [[mass mailing report>>doc:Main.Using.Smart_Communications.Mass_mailings.Mailing_report.WebHome]]. | ||
| 101 | Some categories can be excluded from the **Product Sales** report. To do this, list them in the field **Categories excluded from product analyzers**. | ||
| 102 | )))|(% style="border-color:white; width:715px" %){{lightbox image="Extended_SC.png"/}} | ||
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| 104 | (% class="root-extension__layer-composer" %) | ||
| 105 | ((( | ||
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| 107 | ))) |