Loymax, 2025
From version 4.1
edited by Anastasia Zanina
on 2024/06/05 08:45
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To version 13.1
edited by Vera Retyeva
on 2025/05/12 09:24
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3 -[[Loymax Smart Communications>>doc:Main.General_information.Smart_Communications.WebHome]] is a module designed to automate communications with LP Members.
3 +[[Loymax Smart Communications>>doc:Main.General_information.Smart_Communications.WebHome]] is a product designed to automate communications with Loyalty Program members.
4 4  
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>>https://docs.loymaxsc.net/v/en/]].
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.
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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):
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:
12 12  
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.
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16 +[[Summary>>doc:.Review.WebHome]]
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18 +Dashboard with summary analytics on the customer base:
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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:.Customers.All_clients.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_segments.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.Tags.WebHome]] (TA). Adding customers to a target audience. Managing the list of target audiences. [[Import of target audiences>>doc:.Customers.Tags.WebHome||anchor="H41843C43F43E44044244643543B43543244B44543044343443844243E440438439"]].
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36 +[[Campaigns>>doc:.Campaign_list.WebHome]]
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38 +* [[Creating and editing>>doc:.Campaign_list.Campaigns_Creation.WebHome]] campaigns.
39 +* Adding [[triggers>>doc:.Campaign_list.Triggers.WebHome]] and [[actions >>doc:.Campaign_list.Actions.WebHome]]to a campaign.
40 +* [[Campaign report>>doc:.Campaign_list.Campaign_report.WebHome]] viewing.
41 +* Work with [[abandoned cart>>doc:.Campaign_list.Abandoned_cart.WebHome]]. [[JS tracker>>doc:Main.Integration.Integration_of_SC.JS_tracker.WebHome]].
42 +* [[Instant campaigns>>doc:.Campaign_list.Campaign_recipes.WebHome]].
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46 +[[Mass messaging>>doc:.Mass_mailings.WebHome]]
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48 +* [[Creating >>doc:.Mass_mailings.WebHome]]mass messaging. Mailing [[settings>>doc:.Mass_mailings.mailing_settings.WebHome]].
49 +* [[Email mass messaging>>doc:.Mass_mailings.Emails.WebHome]] and [[templates>>doc:.Mass_mailings.Emails.Templates.WebHome]] for emails.
50 +* [[SMS >>doc:.Mass_mailings.SMS_mailings.WebHome]]mass messaging. Viber > SMS cascade mailings.
51 +* [[Push mass messaging>>doc:.Mass_mailings.Push_mailings.WebHome]] to a group of customers.
52 +* Personalisation of mailings using the [[Template Engine>>doc:.Mass_mailings.Template_builder.WebHome]].
53 +* [[Messaging calendar>>doc:.Mass_mailings.Mailing_calendar.WebHome]], [[report>>doc:.Mass_mailings.Mailing_report.WebHome]] and visualisation of the mailing volume.
54 +* [[Recommendations for quality mailings>>doc:.Mass_mailings.High-quality_mailings_recommendations.WebHome]]: [[Postmaster settings>>doc:.Mass_mailings.High-quality_mailings_recommendations.Post_master.WebHome]], [[DNS>>doc:.Mass_mailings.High-quality_mailings_recommendations.DNS_configuring.WebHome]] and [[Avatar for email>>doc:.Mass_mailings.High-quality_mailings_recommendations.Mail_avatar.WebHome]]. [[IP address warming up>>doc:.Mass_mailings.High-quality_mailings_recommendations.Mail_avatar.WebHome]] and [[Blacklist exit>>doc:.Mass_mailings.High-quality_mailings_recommendations.Blacklist.WebHome]].
55 +* [[Quality of contact information>>doc:.Mass_mailings.Contact_data_quality.WebHome]].
56 +* [[A/B testing >>doc:.Mass_mailings.A_B_testing.WebHome]]in a mailing.
57 +* [[Synchronization of subscriptions >>doc:.Mass_mailings.Mailing_Loyalty_SC.WebHome]] in case of integrated Loymax Loyalty and Smart Communications modules.
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61 +[[Polls>>doc:.Survey.WebHome]]
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63 +* [[Creating and sending polls>>doc:.Survey.WebHome]] to customers.
64 +* [[Branding >>doc:.Settings_SC.Design.WebHome]]of pages with polls.
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68 +[[Promocodes>>doc:.Promo_codes.WebHome]]
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70 +* [[Promocodes generation and impot>>doc:.Promo_codes.WebHome]] in Smart Communications.
71 +* Issue of promocodes and their use in the [[Segment Builder>>doc:.Customers.User_segments.Segment_builder.WebHome]].
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75 +[[Control groups>>doc:.Control_groups.WebHome]]
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77 +* [[Creating >>doc:.Control_groups.WebHome]]control groups and use of control groups in [[mass messaging>>doc:.Mass_mailings.WebHome]] and [[campaigns>>doc:.Campaign_list.WebHome]].
78 +* Evaluation how the communication affects customer behaviour in a segment using control groups via [[mailing reports>>doc:.Mass_mailings.Mailing_report.WebHome]] and [[campaign reports>>doc:.Campaign_list.Campaign_report.WebHome]].
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82 +[[Settings>>doc:.Settings_SC.WebHome]]
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84 +* [[General settings>>doc:.Settings_SC.Settings.WebHome]] of the main parameters in Smart Communications.
85 +* 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]].
86 +* Managing [[dictionaries>>doc:.Settings_SC.Directories.WebHome]]. Adding new elements to a dictionary. System dictionary [[Unsubscribe reasons>>doc:.Settings_SC.Directories.WebHome||anchor="H42143844144243543C43D44B43944143F44043043243E44743D43843A2241F44043844743843D44B43E44243F43844143A43822"]].
87 +* Creating a [[group of watchers>>doc:.Settings_SC.Observers.WebHome]] that will participate in mailings.
88 +* Managing System access for [[users>>doc:.Settings_SC.Users.WebHome]] that are granted permissions to work with Smart Communications.
89 +* Creating and editing [[mailing categories>>doc:.Settings_SC.Mailing_categories.WebHome]] when sending [[mass messages>>doc:.Mass_mailings.WebHome]] to customers.
90 +* Creating [[global control groups>>doc:.Settings_SC.Global_control_group.WebHome]] to assess efficiency of communication campaigns and optimize the marketing and communication strategy.
91 +* [[Work with containers>>doc:Main.Integration.Integration_of_SC.JS_tracker.WebHome||anchor="05"]]. i.e. individual product lists of customers.
92 +* 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]].
93 +* Tracking [[sources of events >>doc:.Settings_SC.Event_sources.WebHome]] and using them in the [[Segment builder>>doc:.Customers.User_segments.Segment_builder.WebHome]].
94 +* [[Actions log >>doc:.Settings_SC.History.WebHome]]that allows to tracks user actions in the Platform.
95 +* Customising [[design >>doc:.Settings_SC.Design.WebHome]]for polls and unsubscribe pages.
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101 +**Information about integration of Loymax Smart Communications can be found in separate sections:**
102 +
103 +* [[Integration>>doc:Main.Integration.Integration_of_SC.WebHome]]of Smart Communications
104 +* Smart Communications [[REST API>>doc:Main.Integration.Integration_of_SC.Data_communiction.SmC_API.WebHome]]
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109 +Smart Communications sections are displayed to users depending on their roles and [[access rights>>doc:.Settings_SC.Users.WebHome||anchor="H41F44043043243043443E44144244343F430"]].
110 +
111 +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:
112 +
113 +* **Platform user has the permission to view Smart Communications section.**
114 +
115 +As well as one of the following permissions (depending on the user role):
116 +
117 +* **Platform user has the Call Centre Operator permissions on Smart Communications module**;
118 +* **Platform user has the Marketer permissions on Smart Communications module**;
119 +* **Platform user has the Senior Marketer permissions on Smart Communications module**;
120 +* **Platform user has the Analyst permissions on Smart Communications module**;
121 +* **Platform user has the Designer permissions on Smart Communications module**;
122 +* **Platform user has the permission to view and edit campaigns in Smart Communications module**;
123 +* **Platform user has the Administrator permissions on Smart Communications module**.
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21 21  **Notes:**
22 22  
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**.
129 +* It is required to additionally grant a permission** Platform user has the right to view companies** for all users (except for the Administrator).
130 +* To work with API methods, it is required to grant a permission **Platform user has the Smart Communications API access**.
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135 +**Read also:**
136 +
137 +* [[General information about Loymax Smart Communications >>doc:Main.General_information.Smart_Communications.WebHome]]
138 +* [[Basic concepts and features of Smart Communications>>doc:Main.General_information.Smart_Communications.Basic_terms.WebHome]]
139 +* [[Plugin that enables Loymax Smart Communications>>doc:Main.Installation_and_configuration.Extra_modules.Plugins_and_adapters.Plugins_list.WebHome||anchor="Smart Communications"]]
140 +* [[Frequently asked questions>>doc:Main.Frequently_asked_questions.SmartCom_FAQ.WebHome]] related to Smart Communications
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Created 2024/06/05 08:40
Last edited 2025/07/09 07:09

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