3. User Guide

Summary

Dashboard with summary analytics on the customer base:

• Quality of customer base (by months).
• Percentage of returning customers (with 2 or more purchases) and revenues from such customers.
• Customer base quality trend.
• Ratio of normal and assisted sales. Assisted sales mean the attributed receipts related to communications carried out by the Smart Communications module.

Customers

• Customer information. List of customers and customer profiles. Easy search by personal details and purchases.
• User segments. Creation and editing customer segments in the Segment Builder. Metrics applied in the Segment Builder. Examples of building segments in Smart Communications.
• RFM segments — segmentation of customers based on their purchase data: purchase recency, purchase frequency and amount of money spent by customers.
• Target audiences (TA). Adding customers to a target audience. Managing the list of target audiences. Import of target audiences.

Campaigns

• Creating and editing campaigns.
• Adding triggers and actions to a campaign.
• Campaign report viewing.
• Work with abandoned cart. JS tracker.
• Instant campaigns.

Mass messaging

• Creating mass messaging. Mailing settings.
• Email mass messaging and templates for emails.
• SMS mass messaging. Viber > SMS cascade mailings.
• Push mass messaging to a group of customers.
• Personalization of mailings using the Template Engine.
• Messaging calendar, report and visualization of the mailing volume.
• Quality of contact information.
• A/B testing in a mailing.
• Synchronization of subscriptions  in case of integrated Loyalty and Smart Communications modules.

Polls

• Creating and sending polls to customers.
• Branding of pages with polls.

Promocodes

• Promocodes generation and import in Smart Communications.
• Issue of promocodes and their use in the Segment Builder.

Control groups

• Creating control groups and use of control groups in mass messaging and campaigns.
• Evaluation how the communication affects customer behavior in a segment using control groups via mailing reports and campaign reports.

Settings

• General settings of the main parameters in Smart Communications.
• Managing field sets for various objects used in Smart Communications. Managing the order of fields in Customer Profile.
• Managing dictionaries. Adding new elements to a dictionary. System dictionary Unsubscribe reasons.
• Creating a group of watchers that will participate in mailings.
• Managing System access for users that are granted permissions to work with Smart Communications.
• Creating and editing mailing categories when sending mass messages to customers.
• Creating global control groups to assess efficiency of communication campaigns and optimize the marketing and communication strategy.
• Work with containers. i.e. individual product lists of customers.
• Identification of product catalogs. Information of how to create classifiers  and apply them in the Segment builder.
• Tracking sources of events  and using them in the Segment builder.
• Actions log that allows to tracks user actions in the Platform.
• Customizing design for polls and unsubscribe pages.