Loymax, 2025
From version 20.1
edited by Vera Retyeva
on 2025/07/02 08:15
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To version 5.1
edited by Anastasia Zanina
on 2024/06/05 08:50
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3 -[[Loymax Smart Communications>>doc:Main.General_information.Smart_Communications.WebHome]] is a product designed to automate communications with Loyalty Program members.
3 +[[Loymax Smart Communications>>doc:Main.General_information.Smart_Communications.WebHome]] is a module designed to automate communications with LP Members.
4 4  
5 -**Smart Communications** module can be connected using a [[special plugin>>url:https://docs.loymax.io/bin/create/Main/Installation_and_configuration/Extra_modules/Plugins_and_adapters/Plugins_list/WebHome?parent=Main.Usage.Smart_Communications.WebHome#03]] that enables **Smart Communications** menu with access to all the tools of the product.
5 +Module **Smart Communications** can be connected using a [[special plugin>>doc:Main.Installation_and_configuration.Extra_modules.Plugins_and_adapters.Plugins_list.WebHome||anchor="03"]]. A special section in the **Smart Communications** menu with access to all the tools of the module will appear. Module features, recommendations on creating mailing lists, as well as methods of integration are presented in a separate [[Instructions>>doc:Main.Integration.Smart_Com_Integration.WebHome]].
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8 8  )))
9 9  
10 -For detailed guidelines on how to work with **Smart Communications** and recommendations on how to create mailings and use other functionality, please refer to the child articles of this section:
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11 +To work with the module in [[Rights - Roles>>doc:Main.Using.MMP.Configurations.Rights_and_roles.WebHome]] you need to grant the right **Rights to access the Smart Communications section** and one of the following rights (depending on the user role):
11 11  
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16 -[[Summary>>doc:.Overview.WebHome]]
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18 -Dashboard with summary analytics on the customer base:
13 +* Contact Center Operator rights for the Smart Communications module;
14 +* Marketer's rights to the Smart Communications module;
15 +* Analyst rights to the Smart Communications module;
16 +* Designer rights to the Smart Communications module;
17 +* Administrator rights to the Smart Communications module.
19 19  
20 -* Quality of customer base (by months).
21 -* Percentage of returning customers (with 2 or more purchases) and revenues from such customers.
22 -* Customer base quality trend.
23 -* Ratio of normal and assisted sales. **Assisted sales **mean the [[attributed receipts>>doc:.Receipt_attribution.WebHome]] related to communications carried out by the **Smart Communications **module.
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27 -[[Customers>>doc:.Customers.WebHome]]
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29 -* [[Customer information>>doc:Main.Usage.Smart_Communications.Customers.All_customers.WebHome]]. List of customers and customer profiles. Easy search by personal details and purchases.
30 -* [[User segments>>doc:.Customers.User_segments.WebHome]]. Creation and editing customer segments in the [[Segment Builder>>doc:.Customers.User_segments.Segment_builder.WebHome]]. [[Metrics >>doc:.Customers.User_segments.Segment_builder.Metrics.WebHome]]applied in the **Segment Builder**. [[Examples of building segments in Smart Communications>>doc:.Customers.User_segments.Segment_builder.Segment_examples.WebHome]].
31 -* [[RFM segments>>doc:.Customers.RFM_segmentation.WebHome]] — segmentation of customers based on their purchase data: purchase recency, purchase frequency and amount of money spent by customers.
32 -* [[Target audiences>>doc:.Customers.Target_audiences.WebHome]] (TA). Adding customers to a target audience. Managing the list of target audiences. [[Import of target audiences>>doc:.Customers.Target_audiences.WebHome||anchor="HImportingtargetaudiences"]].
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36 -[[Campaigns>>doc:.Campaigns.WebHome]]
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38 -* [[Creating and editing >>doc:.Campaigns.Campaign_creation.WebHome]]campaigns.
39 -* Adding [[triggers>>doc:.Campaigns.Triggers.WebHome]] and [[actions>>doc:.Campaigns.Actions.WebHome]] to a campaign.
40 -* [[Campaign report>>doc:.Campaigns.Report.WebHome]] viewing.
41 -* Work with [[abandoned cart>>doc:.Campaigns.Abandoned_cart.WebHome]]. [[JS tracker>>doc:Main.Integration.Smart_Com_Integration.JS_tracker.WebHome]].
42 -* [[Instant campaigns>>doc:.Campaigns.Instant_campaigns.WebHome]].
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46 -[[Mass messaging>>doc:.Mass_messaging.WebHome]]
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48 -* [[Creating>>doc:.Mass_messaging.WebHome]] mass messaging. Mailing [[settings>>doc:.Mass_messaging.Mailing_settings.WebHome]].
49 -* [[Email mass messaging>>doc:.Mass_messaging.Email_mass_messaging.WebHome]] and [[templates >>templates]]for emails.
50 -* [[SMS mass messaging>>doc:.Mass_messaging.SMS_mass_messaging.WebHome]]. Viber > SMS cascade mailings.
51 -* [[Push mass messaging>>doc:.Mass_messaging.Push_mass_messaging.WebHome]] to a group of customers.
52 -* Personalization of mailings using the [[Template Engine>>doc:.Mass_messaging.Template_engine.WebHome]].
53 -* [[Messaging calendar>>doc:.Mass_messaging.Messaging_calendar.WebHome]], [[report >>doc:.Mass_messaging.Mailing_report.WebHome]]and visualization of the mailing volume.
54 -* [[Quality of contact information>>doc:.Mass_messaging.Contact_data_quality.WebHome]].
55 -* [[A/B testing>>doc:.Mass_messaging.A_B_testing.WebHome]] in a mailing.
56 -* [[Synchronization of subscriptions>>doc:.Mass_messaging.Subscription_synchronization.WebHome]]  in case of integrated Loymax Loyalty and Smart Communications modules.
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60 -[[Polls>>doc:.Survey.WebHome]]
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62 -* [[Creating and sending polls>>doc:.Survey.WebHome]] to customers.
63 -* [[Branding >>doc:.Settings_SC.Design.WebHome]]of pages with polls.
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67 -[[Promocodes>>doc:.Promo_codes.WebHome]]
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69 -* [[Promocodes generation and import>>doc:.Promo_codes.WebHome]] in Smart Communications.
70 -* Issue of promocodes and their use in the [[Segment Builder>>doc:.Customers.User_segments.Segment_builder.WebHome]].
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74 -[[Control groups>>doc:.Control_groups.WebHome]]
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76 -* [[Creating >>doc:.Control_groups.WebHome]]control groups and use of control groups in [[mass messaging>>doc:.Mass_messaging.WebHome]] and [[campaigns>>doc:.Campaigns.WebHome]].
77 -* Evaluation how the communication affects customer behaviour in a segment using control groups via [[mailing reports>>doc:.Mass_messaging.Mailing_report.WebHome]] and [[campaign reports>>doc:.Campaigns.Report.WebHome]].
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81 -[[Settings>>doc:.Settings_SC.WebHome]]
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83 -* [[General settings>>doc:.Settings_SC.Settings.WebHome]] of the main parameters in Smart Communications.
84 -* Managing [[field >>doc:.Settings_SC.Data_field.WebHome]]sets for various objects used in Smart Communications. Managing the [[order of fields in Customer Profile>>doc:.Settings_SC.Data_field.Views_management.WebHome]].
85 -* Managing [[dictionaries>>doc:.Settings_SC.Directories.WebHome]]. Adding new elements to a dictionary. System dictionary [[Unsubscribe reasons>>doc:.Settings_SC.Directories.WebHome||anchor="H42143844144243543C43D44B43944143F44043043243E44743D43843A2241F44043844743843D44B43E44243F43844143A43822"]].
86 -* Creating a [[group of watchers>>doc:.Settings_SC.Observers.WebHome]] that will participate in mailings.
87 -* Managing System access for [[users>>doc:.Settings_SC.Users.WebHome]] that are granted permissions to work with Smart Communications.
88 -* Creating and editing [[mailing categories>>doc:.Settings_SC.Mailing_categories.WebHome]] when sending [[mass messages>>doc:.Mass_messaging.WebHome]] to customers.
89 -* Creating [[global control groups>>doc:.Settings_SC.Global_control_group.WebHome]] to assess efficiency of communication campaigns and optimize the marketing and communication strategy.
90 -* [[Work with containers>>doc:Main.Integration.Integration_of_SC.JS_tracker.WebHome||anchor="05"]]. i.e. individual product lists of customers.
91 -* Identification of product catalogues. Information of how to create [[classifiers >>doc:.Settings_SC.Classifiers.WebHome]] and apply them in the [[Segment builder>>doc:.Customers.User_segments.Segment_builder.WebHome]].
92 -* Tracking [[sources of events >>doc:.Settings_SC.Event_sources.WebHome]] and using them in the [[Segment builder>>doc:.Customers.User_segments.Segment_builder.WebHome]].
93 -* [[Actions log >>doc:.Settings_SC.History.WebHome]]that allows to tracks user actions in the Platform.
94 -* Customising [[design >>doc:.Settings_SC.Design.WebHome]]for polls and unsubscribe pages.
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99 99  (((
100 -**Information about integration of Loymax Smart Communications can be found in separate sections:**
101 -
102 -* [[Integration>>doc:Main.Integration.Smart_Com_Integration.WebHome]] of Smart Communications
103 -* Smart Communications [[REST API>>doc:Main.Integration.Smart_Com_Integration.Data_exchange.SmC_API.WebHome]]
104 -)))
105 -
106 -
107 -|(% style="border-color:white; width:20%" %)[[image:Roles_SMC.png]]|(% style="border-color:white" %)(((
108 -Smart Communications sections are displayed to users depending on their roles and [[access rights>>doc:.Settings_SC.Users.WebHome||anchor="H41F44043043243043443E44144244343F430"]].
109 -
110 -To work with the Smart Communications module, it is required to grant the following permissions to a user in the [[Permissions and roles>>doc:Main.Using.MMP.Configurations.Rights_and_roles.WebHome]] section:
111 -
112 -* **Platform user has the permission to view Smart Communications section.**
113 -
114 -As well as one of the following permissions (depending on the user role):
115 -
116 -* **Platform user has the Call Centre Operator permissions on Smart Communications module**;
117 -* **Platform user has the Marketer permissions on Smart Communications module**;
118 -* **Platform user has the Senior Marketer permissions on Smart Communications module**;
119 -* **Platform user has the Analyst permissions on Smart Communications module**;
120 -* **Platform user has the Designer permissions on Smart Communications module**;
121 -* **Platform user has the permission to view and edit campaigns in Smart Communications module**;
122 -* **Platform user has the Administrator permissions on Smart Communications module**.
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126 126  **Notes:**
127 127  
128 -* It is required to additionally grant a permission** Platform user has the right to view companies** for all users (except for the Administrator).
129 -* To work with API methods, it is required to grant a permission **Platform user has the Smart Communications API access**.
23 +1. For all users (except the Administrator) it is necessary to give additional right **MMP user has the right to view Partners**.
24 +1. To work with API methods, you need to grant **Rights to API to the Smart Communications module**.
130 130  )))
131 -
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133 -(((
134 -**Read also:**
135 -
136 -* [[General information about Loymax Smart Communications >>doc:Main.General_information.Smart_Communications.WebHome]]
137 -* [[Basic concepts and features of Smart Communications>>doc:Main.General_information.Smart_Communications.Basic_concepts_SMC.WebHome]]
138 -* [[Plugin that enables Loymax Smart Communications>>doc:Main.Installation_and_configuration.Extra_modules.Plugins_and_adapters.Plugins_list.WebHome||anchor="Smart Communications"]]
139 -* [[Frequently asked questions>>doc:Main.Frequently_asked_questions.SmartCom_FAQ.WebHome]] related to Smart Communications
140 140  )))
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Created 2024/06/05 08:40
Last edited 2025/07/09 07:09

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