Changes for page Event communication
From version 7.1
edited by Andrej Rylov
on 2025/11/01 10:39
on 2025/11/01 10:39
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To version 2.1
edited by Andrej Rylov
on 2025/11/01 09:37
on 2025/11/01 09:37
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Upload new image "receipt_message.png", version 1.1
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... ... @@ -1,7 +1,7 @@ 1 1 (% class="lead" %) 2 -Communications triggered by event sthat happeninthe Loymax system are classified as event communication.2 +Communications triggered by system event processing are classified as event communication. 3 3 4 -The Loymax system can monitor events and respond to them. A complete list of available events is provided in the [[dedicated article>>doc:Main.Usage.MMP.Marketing.Offers.Event_catalog.WebHome]]. For these events, marketers can configure communication channels with LP Members. 4 +The Loymax system can monitor events and respond to them. A complete list of available events is provided in the [[dedicated article>>doc:Main.Usage.MMP.Marketing.Offers.Event_catalog.WebHome]]. For these events, marketers can configure communication channels with customers and LP Members. 5 5 6 6 The following types of event communication are available in the System: 7 7 ... ... @@ -11,52 +11,54 @@ 11 11 12 12 Communications with customers or LP Members during an in-store purchase are considered event communication. The system can be configured to deliver messages immediately after specific events occur at the point-of-sale checkout: 13 13 14 -* **Discount calculation** — a customer made a purchase and received a discount on the receipt, product group, or individual product.15 -* **Bonus pointscalculation** — an LP Member performed an action that resulted in bonus points being accrued to their bonus account.16 -* ** Deduction** — an LP Member redeemed bonus points from their loyalty card within the Loyalty Program.17 -* **Balance request** — an LP Member requested their balance ataPOS terminal.18 -* **Card assigned**— a customer received an LP card.19 -* **Purchase completion** — areceipt was finalized.20 -* ** Purchaseby friend**— an LP Member who registered as a [[referral>>doc:Main.General_information.Loymax_Loyalty.Referral_system.WebHome]] made a purchase.14 +* **Discount calculation** — an LP Member made a purchase and received a discount on the receipt, product group, or individual product. 15 +* **Bonus calculation** — an LP Member performed an action that resulted in bonus points being accrued to their bonus account. 16 +* **Payment** — an LP Member redeemed bonus points from their loyalty card within the Loyalty Program. 17 +* **Balance inquiry** — an LP Member requested their balance at the store’s POS terminal. 18 +* **Card issuance** — a customer received an LP card. 19 +* **Purchase completion** — the receipt was finalized. 20 +* **Friend’s purchase** — an LP Member who registered as a [[referral>>doc:Main.General_information.Loymax_Loyalty.Referral_system.WebHome]] made a purchase. 21 21 22 22 {{id name="anchor1"/}}The table below lists available communication methods for in-store purchase events: 23 23 24 24 (% class="table-bordered" %) 25 25 (% class="info" %)|**Messaging method**|**Action**|**Description** 26 -| Message to receipt|[[Messageto receipt>>doc:Main.Usage.MMP.Marketing.Offers.Action_catalog.Cheque_message.WebHome]]|(((27 -A predefined message appears on the customer’s receipt. 26 +|Receipt message|[[Receipt message>>doc:Main.Usage.MMP.Marketing.Offers.Action_catalog.Cheque_message.WebHome]]|((( 27 +A predefined message appears on the customer’s or LP Member’s receipt. 28 28 ))) 29 29 |Cashier message|[[Cashier message>>doc:Main.Usage.MMP.Marketing.Offers.Action_catalog.Cashier_message.WebHome]]|((( 30 30 A predefined message appears on the cashier’s screen. 31 31 ))) 32 -|SMS|(% colspan="1" rowspan="5" %)[[{{id name="01"/}}Send message>>doc:Main.Usage.MMP.Marketing.Offers.Action_catalog.Message_sending.WebHome]]|((( 33 -Short text-only messages are sent to LP Members’ phone numbers. 32 +|SMS|(% colspan="1" rowspan="5" %)[[{{id name="01"/}}Sending a message>>doc:Main.Usage.MMP.Marketing.Offers.Action_catalog.Message_sending.WebHome]]|((( 33 +Short text-only messages are sent to LP Members’ phone numbers. 34 34 Delivery can be implemented via providers [[Devino Telecom>>https://devinotele.com/ru/?client_id=16647889331001047333]], [[SmsTraffic>>https://www.smstraffic.ru/]], [[StreamTelecom>>https://stream-telecom.ru/]], or using the [[SMPP protocol>>doc:Main.Installation_and_configuration.Extra_modules.Gateaway_and_proxy.Sms_gateways.Creating_SMPP_gateway.WebHome]]. 35 35 ))) 36 36 |Email|((( 37 -Messages are sent to LP Members via email and may include formatted text, images, and links. 37 +Messages are sent to LP Members via email and may include formatted text, images, and links. 38 38 Delivery is handled through the [[Devino Telecom>>https://devinotele.com/ru/?client_id=16647889331001047333]] provider or via the [[SMTP protocol>>doc:Main.Installation_and_configuration.Extra_modules.Gateaway_and_proxy.Email_gateways.WebHome]]. 39 39 ))) 40 40 |Push|((( 41 -Push notifications are delivered to smartphones of LP Members who have installed the LP’s mobile application. Messages may contain text only, image only, or both. 41 +Push notifications are delivered to smartphones of LP Members who have installed the LP’s mobile application. Messages may contain text only, image only, or both. 42 42 Delivery is performed via the [[Microsoft Azure>>doc:Main.Installation_and_configuration.Extra_modules.Gateaway_and_proxy.Push_gateways.Configuration_push_with_azure.WebHome]] messaging platform or through providers [[Firebase Cloud Messaging and Apple Push Notification>>doc:Main.Installation_and_configuration.Extra_modules.Gateaway_and_proxy.Push_gateways_FCM.WebHome]] and [[Huawei Mobile Services>>doc:Main.Installation_and_configuration.Extra_modules.Gateaway_and_proxy.Push_gateways_HMS.WebHome]]. 43 43 ))) 44 44 |Viber|((( 45 -Instant messages are sent via Viber to LP Members registered on this messenger. Messages may contain text only, image only, text with a URL button, or text, image, and button combined. 45 +Instant messages are sent via Viber* to LP Members registered on this messenger. Messages may contain text only, image only, text with a URL button, or text, image, and button combined. 46 46 Delivery is implemented via [[providers>>doc:Main.Installation_and_configuration.Extra_modules.Gateaway_and_proxy.Viber_gateways.WebHome]] Devino Telecom and SmsTraffic. 47 + 48 +*//Access to Viber is restricted in the Russian Federation. Usage in other countries is carried out by Companies in compliance with local legislation.// 47 47 ))) 48 -|Social media|(((49 -Messages are sent to LP Members who have accounts on social media(e.g., VKontakte, Odnoklassniki, etc.). Messages may contain text only. Message templates must undergo prior moderation by the socialmedia platform.50 +|Social networks|((( 51 +Messages are sent to LP Members who have accounts on social networks (e.g., VKontakte, Odnoklassniki, etc.). Messages may contain text only. Message templates must undergo prior moderation by the social network. 50 50 Delivery is implemented through providers Devino Telecom and SmsTraffic. 51 51 ))) 52 52 53 53 (% class="box warningmessage" %) 54 54 ((( 55 -When using the [[Send message>>doc:Main.Usage.MMP.Marketing.Offers.Action_catalog.Message_sending.WebHome]] action, ensure that the relevant [[gateways>>doc:Main.Installation_and_configuration.Extra_modules.Gateaway_and_proxy.WebHome]] are configured in advance and that the corresponding[[plugins>>doc:Main.Installation_and_configuration.Extra_modules.Plugins_and_adapters.Plugins_list.WebHome||anchor="05"]] areinstalled.57 +When using the [[Sending a message>>doc:Main.Usage.MMP.Marketing.Offers.Action_catalog.Message_sending.WebHome]] action, ensure that the relevant [[gateways>>doc:Main.Installation_and_configuration.Extra_modules.Gateaway_and_proxy.WebHome]] are configured in advance and that the appropriate [[plugins>>doc:Main.Installation_and_configuration.Extra_modules.Plugins_and_adapters.Plugins_list.WebHome||anchor="05"]] are connected if needed. 56 56 ))) 57 57 58 58 |(% style="border-color:#ffffff" %)((( 59 -When configuring the ** Message to receipt**, **Cashier message**, and **Send message** actions, you can use [[filters>>doc:Main.Usage.MMP.Marketing.Offers.Filters.WebHome]] and [[counters>>doc:Main.Usage.MMP.Marketing.Counters.WebHome]].61 +When configuring the **Receipt message**, **Cashier message**, and **Sending a message** actions, you can use [[filters>>doc:Main.Usage.MMP.Marketing.Offers.Filters.WebHome]] and [[counters>>doc:Main.Usage.MMP.Marketing.Counters.WebHome]]. 60 60 61 61 An example of a receipt message using [[metavariables>>doc:Main.Usage.MMP.Configurations.Notification_templates_and_metavariables.Structure_of_metavariables.WebHome]] is shown on the right. For more details on message templates and metavariables, refer to the corresponding [[section>>doc:Main.Usage.MMP.Configurations.Notification_templates_and_metavariables.WebHome]]. 62 62 ... ... @@ -64,9 +64,9 @@ 64 64 65 65 (% class="box" %) 66 66 ((( 67 -##Your discount amount was 8EUR.##69 +##Your discount amount was 351 RUB.## 68 68 ))) 69 -)))|(% style="border-color:#ffffff; width:40%" %){{lightbox image=" receipt_message.png" width="500"/}}71 +)))|(% style="border-color:#ffffff; width:40%" %){{lightbox image="on_cheque_message.PNG" width="500"/}} 70 70 71 71 == Communications triggered by non-purchase LP actions == 72 72 ... ... @@ -75,18 +75,18 @@ 75 75 * **Card activation** — a customer registered, and their issued card changed to the **Activated** [[state>>doc:Main.General_information.CRM.Member_lifecycle.Client_state.WebHome]]. 76 76 * **Registration completion** — a customer completed registration in the System. 77 77 * **Application form completion** — an LP Member filled out an additional section of their [[application form>>doc:Main.Usage.MMP.CRM.Clients.Customer_profile.Info.WebHome]]. 78 -* **Phone/email linking** — an LP Member linked and verified a phone number or email address to their LP account.79 -* **Mobile App installation** — a customer or LP Member installed the LP’s [[Mobile application>>doc:Main.General_information.Additional_services.Mobile_application.WebHome]].80 -* **Social media linking** — an LP Member linked their social media profile. 81 -* **Social media activity** — an LP Member performed an action on social media (comment, repost, like).82 -* ** Social media groupjoined** — an LP Member joined a social network group.83 -* **Social media activity removal** — an LP Member deleted comments,likes, or reposts from their page.84 -* ** Social media groupexit** — an LP Member left a social network group.85 -* ** Inviting friend**— a customer or LP Member acted as a [[referrer>>doc:Main.General_information.Loymax_Loyalty.Referral_system.WebHome]], and their referral entered the unique friend code during registration.86 -* **Customer status change** — anLP Member’s [[status>>doc:Main.General_information.Loymax_Loyalty.Status_system.WebHome]] changed due to an [[offer>>doc:Main.Usage.MMP.Marketing.Offers.Offers_creation_examples.Offers_for_customer.Offers_from_members_status.WebHome]], a [[recurring task>>doc:Main.Installation_and_configuration.Extra_modules.Regular_tasks_setting.Setting_regular_task_for_setting_statuses_to_users.WebHome]], or another trigger.80 +* **Phone/email binding** — an LP Member linked and verified a phone number or email address to their LP account. 81 +* **Mobile app installation** — a customer or LP Member installed the LP’s [[Mobile application>>doc:Main.General_information.Additional_services.Mobile_application.WebHome]]. 82 +* **Social media profile linking** — an LP Member linked their social media profile. 83 +* **Social media activity** — an LP Member performed an action on social media (comment, repost, “Like”). 84 +* **Joining a social media group** — an LP Member joined a social network group. 85 +* **Social media activity removal** — an LP Member deleted comments, “Likes,” or reposts from their page. 86 +* **Leaving a social media group** — an LP Member left a social network group. 87 +* **Friend invitation** — a customer or LP Member acted as a [[referrer>>doc:Main.General_information.Loymax_Loyalty.Referral_system.WebHome]], and their referral entered the unique friend code during registration. 88 +* **Customer status change** — the LP Member’s [[status>>doc:Main.General_information.Loymax_Loyalty.Status_system.WebHome]] changed due to an [[offer>>doc:Main.Usage.MMP.Marketing.Offers.Offers_creation_examples.Offers_for_customer.Offers_from_members_status.WebHome]], a [[recurring task>>doc:Main.Installation_and_configuration.Extra_modules.Regular_tasks_setting.Setting_regular_task_for_setting_statuses_to_users.WebHome]], or another trigger. 87 87 * **Status calculation** — a status was assigned to an LP Member via a [[recurring task>>doc:Main.Installation_and_configuration.Extra_modules.Regular_tasks_setting.Status_assignment_event.WebHome]] or an offer with the [[Status assignment>>doc:Main.Usage.MMP.Marketing.Offers.Action_catalog.Status_assignment.WebHome]] action. 88 88 89 -The [[messaging method>>doc:||anchor="01"]] for the above actions is configured in the Loymax Platform by [[creating an offer>>doc:Main.Usage.MMP.Marketing.Offers.General_information.Offers_life_cycle.Creating_offers.WebHome]] and selecting the [[Send message>>doc:Main.Usage.MMP.Marketing.Offers.Action_catalog.Message_sending.WebHome]] action for a specific [[event>>doc:Main.Usage.MMP.Marketing.Offers.Event_catalog.WebHome]]. When setting up this action, you can apply [[filters>>doc:Main.Usage.MMP.Marketing.Offers.Filters.WebHome]] and [[counters>>doc:Main.Usage.MMP.Marketing.Counters.WebHome]]. 91 +The [[messaging method>>doc:||anchor="01"]] for the above actions is configured in the Loymax Platform by [[creating an offer>>doc:Main.Usage.MMP.Marketing.Offers.General_information.Offers_life_cycle.Creating_offers.WebHome]] and selecting the [[Sending a message>>doc:Main.Usage.MMP.Marketing.Offers.Action_catalog.Message_sending.WebHome]] action for a specific [[event>>doc:Main.Usage.MMP.Marketing.Offers.Event_catalog.WebHome]]. When setting up this action, you can apply [[filters>>doc:Main.Usage.MMP.Marketing.Offers.Filters.WebHome]] and [[counters>>doc:Main.Usage.MMP.Marketing.Counters.WebHome]]. 90 90 91 91 |(% style="border-color:#ffffff; width:60%" %)((( 92 92 After inserting the appropriate [[metavariable>>doc:Main.Usage.MMP.Configurations.Notification_templates_and_metavariables.Structure_of_metavariables.WebHome]] values, the message will appear as follows: ... ... @@ -93,32 +93,32 @@ 93 93 94 94 (% class="box" %) 95 95 ((( 96 -##Dear HomerSimpson, your bonus account balances are:98 +##Dear participant Olga Ivanovna, your bonus account balances are: 97 97 300 bonus points, 52 stars.## 98 98 ))) 99 99 100 100 For more information on message templates and metavariables, see the relevant [[section>>path:/xwiki/bin/view/Main/%D0%98%D1%81%D0%BF%D0%BE%D0%BB%D1%8C%D0%B7%D0%BE%D0%B2%D0%B0%D0%BD%D0%B8%D0%B5/%D0%90%D0%A0%D0%9C/%D0%9F%D0%B0%D0%BD%D0%B5%D0%BB%D1%8C%20%D0%B0%D0%B4%D0%BC%D0%B8%D0%BD%D0%B8%D1%81%D1%82%D1%80%D0%B0%D1%82%D0%BE%D1%80%D0%B0/%D0%A8%D0%B0%D0%B1%D0%BB%D0%BE%D0%BD%D1%8B%20%D0%B8%20%D0%BC%D0%B5%D1%82%D0%B0%D0%BF%D0%B5%D1%80%D0%B5%D0%BC%D0%B5%D0%BD%D0%BD%D1%8B%D0%B5/]]. 101 -)))|(% style="border-color:#ffffff; width:40%" %){{lightbox image=" send_message.png" width="500"/}}103 +)))|(% style="border-color:#ffffff; width:40%" %){{lightbox image="message_send_2.PNG" width="500"/}} 102 102 103 103 === Examples of event communication === 104 104 105 105 **Example 1** 106 106 107 -A customer register sin the System. The registration date serves as the starting point. If the LP Member makes no purchase within two weeks, they receive a message encouraging them to shop at the Partner’s store. If no purchase occurs, a second reminder is sent two weeks later.109 +A customer registered in the System. The registration date serves as the starting point. If the LP Member makes no purchase within two weeks, they receive a message encouraging them to shop at the Partner’s store. If no purchase occurs, a second reminder is sent two weeks later. 108 108 109 -|(% style="border-color:#ffffff; text-align:center" %){{lightbox image=" event_communication_1.png" width="700"/}}111 +|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Group 2_1.png" width="700"/}} 110 110 111 111 **Example 2** 112 112 113 -A customer register sin the System. If the LP Member makes a purchase within the first two weeks—say, on day five—the next message is scheduled for two weeks after that purchase date.115 +A customer registered in the System. If the LP Member makes a purchase within the first two weeks—say, on day five—the next message is scheduled for two weeks after that purchase date. 114 114 115 -|(% style="border-color:#ffffff; text-align:center" %){{lightbox image=" event_communication_2.png" width="700"/}}117 +|(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Group 1_1.png" width="700"/}} 116 116 117 117 {{showhide showmessage="Show examples of event communication use cases" hidemessage="Hide examples of event communication use cases"}} 118 118 (% class="table-bordered" style="width:auto" %) 119 119 (% class="info" %)|**No.**|**Description**|**Event triggering the message**|**Event canceling the message** 120 120 |1|LP Member makes their first purchase but doesn’t return to the store for two weeks.|Purchase completion|Purchase completion 121 -|2|Customer links their phone number but doesn’t complete the application form.|Phonelinking|Application form update123 +|2|Customer binds their phone number but doesn’t complete the application form.|Phone binding|Application form update 122 122 |3|LP Member doesn’t redeem bonus points from their card.|Purchase completion|Payment using bonus card 123 123 |4|LP Member links a social media profile but doesn’t engage in social mechanics.|Social profile linking|Social media activity 124 124 |5|Customer registers but doesn’t invite any referrals.|Registration completion|Friend invitation
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