Changes for page Loymax Smart Communications
From version 5.1
edited by Anastasia Zanina
on 2024/06/05 08:50
on 2024/06/05 08:50
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To version 12.1
edited by Vera Retyeva
on 2025/05/07 11:00
on 2025/05/07 11:00
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... ... @@ -1,15 +1,149 @@ 1 1 |(% style="border-color:white" %)((( 2 2 (% class="lead" %) 3 -[[Loymax Smart Communications>>doc:Main.General_information.Smart_Communications.WebHome]] is a moduledesigned to automate communications with LPMembers.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"]].Aspecial sectioninthe **Smart Communications** menu with access to all the tools of themodule 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]].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. 6 6 7 -|(% style="border-color: #ffffff; text-align:center" %){{lightbox image="Smc.png"width="1000"/}}7 +|(% style="border-color:white" %){{lightbox image="Smc.png"/}} 8 8 ))) 9 9 10 -|(% style="border-color:white; width:20%" %){{lightbox image="Role_creation.png" width="450"/}}|(% style="border-color:white" %)((( 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 12 +|(% style="border-color:#ffffff" %)((( 13 +(% class="table-bordered" %) 14 +|(% style="width:346px" %)((( 15 +(% class="lead" %) 16 +[[Summary>>doc:.Review.WebHome]] 17 +)))|(% style="width:1056px" %)((( 18 +Dashboard with summary analytics on the customer base: 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. 24 +))) 25 +|(% style="width:346px" %)((( 26 +(% class="lead" %) 27 +[[Customers>>doc:.Customers.WebHome]] 28 +)))|(% style="width:1056px" %)((( 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"]]. 33 +))) 34 +|(% style="width:346px" %)((( 35 +(% class="lead" %) 36 +[[Campaigns>>doc:.Campaign_list.WebHome]] 37 +)))|(% style="width:1056px" %)((( 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]]. 43 +))) 44 +|(% style="width:346px" %)((( 45 +(% class="lead" %) 46 +[[Mass messaging>>doc:.Mass_mailings.WebHome]] 47 +)))|(% style="width:1056px" %)((( 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. 58 +))) 59 +|(% style="width:346px" %)((( 60 +(% class="lead" %) 61 +[[Polls>>doc:.Survey.WebHome]] 62 +)))|(% style="width:1056px" %)((( 63 +* [[Creating and sending polls>>doc:.Survey.WebHome]] to customers. 64 +* [[Branding >>doc:.Settings_SC.Design.WebHome]]of pages with polls. 65 +))) 66 +|(% style="width:346px" %)((( 67 +(% class="lead" %) 68 +[[Promocodes>>doc:.Promo_codes.WebHome]] 69 +)))|(% style="width:1056px" %)((( 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]]. 72 +))) 73 +|(% style="width:346px" %)((( 74 +(% class="lead" %) 75 +[[Control groups>>doc:.Control_groups.WebHome]] 76 +)))|(% style="width:1056px" %)((( 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]]. 79 +))) 80 +|(% style="width:346px" %)((( 81 +(% class="lead" %) 82 +[[Settings>>doc:.Settings_SC.WebHome]] 83 +)))|(% style="width:1056px" %)((( 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 +* Управление [[пользователями>>doc:.Settings_SC.Users.WebHome]], для которых выдаются права по работе с продуктом Smart Communications. 89 +* Создание и редактирование [[категорий рассылок>>doc:.Settings_SC.Mailing_categories.WebHome]] при [[массовых рассылках>>doc:.Mass_mailings.WebHome]] клиентам. 90 +* Формирование [[глобальных контрольных групп>>doc:.Settings_SC.Global_control_group.WebHome]] для оценки эффективности коммуникационных кампаний и оптимизации стратегии маркетинга и коммуникации. 91 +* [[Работа с контейнерами>>doc:Main.Integration.Integration_of_SC.JS_tracker.WebHome||anchor="05"]] — индивидуальными клиентскими списками товаров. 92 +* Идентификация каталогов товаров. Создание [[классификаторов>>doc:.Settings_SC.Classifiers.WebHome]] и их использвание в [[Построителе сегментов>>doc:.Customers.User_segments.Segment_builder.WebHome]]. 93 +* Отслеживание [[источников событий>>doc:.Settings_SC.Event_sources.WebHome]] и их использование в [[Построителе сегментов>>doc:.Customers.User_segments.Segment_builder.WebHome]]. 94 +* Отслеживание [[истории действий>>doc:.Settings_SC.History.WebHome]], совершенных пользователями через АРМ. 95 +* Настройка [[оформления>>doc:.Settings_SC.Design.WebHome]] страниц отписки и опросов. 96 +))) 97 +))) 98 + 99 +(% class="box" %) 100 +((( 101 +**Об интеграции Loymax Smart Communications читайте в отдельных разделах:** 102 + 103 +* [[Интеграция>>doc:Main.Integration.Integration_of_SC.WebHome]] Smart Communications 104 +* Smart Communications [[REST API>>doc:Main.Integration.Integration_of_SC.Data_communiction.SmC_API.WebHome]] 105 +))) 106 + 107 + 108 +|(% style="border-color:white; width:20%" %){{lightbox image="smart_comm_roles.png" width="450"/}}|(% style="border-color:white" %)((( 109 +Разделы Smart Communications отображаются пользователю в зависимости от его роли и [[прав доступа>>doc:.Settings_SC.Users.WebHome||anchor="H41F44043043243043443E44144244343F430"]]. 110 + 111 +Для работы с продуктом Smart Communications в разделе [[Права - роли>>doc:Main.Using.MMP.Configurations.Rights_and_roles.WebHome]] необходимо выдать пользователю следующие права: 112 + 113 +* **Пользователь АРМ имеет доступ к разделу Smart Communications.** 114 + 115 +А также одно из следующих прав (в зависимости от роли пользователя): 116 + 117 +* **Пользователь АРМ имеет права оператора контакт-центра на модуль Smart Communications**; 118 +* **Пользователь АРМ имеет права маркетолога на модуль Smart Communications**; 119 +* **Пользователь АРМ имеет права аналитика на модуль Smart Communications**; 120 +* **Пользователь АРМ имеет права дизайнера на модуль Smart Communications**; 121 +* **Пользователь АРМ имеет право на просмотр и редактирование кампаний в модуле Smart Communications**; 122 +* **Пользователь АРМ имеет права администратора на модуль Smart Communications**. 123 +))) 124 +|(% colspan="2" style="border-color:white; width:20%" %)(% class="box infomessage" %) 125 +((( 126 +**Примечания:** 127 + 128 +* Для всех пользователей (кроме администратора) необходимо выдать дополнительно право **Пользователь АРМ имеет право просматривать партнёров**. 129 +* Для работы с методами API нужно выдать право **Пользователь АРМ имеет права к API на модуль Smart Communications**. 130 +))) 131 + 132 +(% class="box" %) 133 +((( 134 +**Read also:** 135 + 136 +* [[Общая информация о продукте Loymax Smart Communications >>doc:Main.General_information.Smart_Communications.WebHome]] 137 +* [[Основные понятия и возможности Smart Communications>>doc:Main.General_information.Smart_Communications.Basic_terms.WebHome]] 138 +* [[Плагин для работы с продуктом Smart Communications>>doc:Main.Installation_and_configuration.Extra_modules.Plugins_and_adapters.Plugins_list.WebHome||anchor="Smart Communications"]] 139 +* [[Часто задаваемые вопросы>>doc:Main.Frequently_asked_questions.SmartCom_FAQ.WebHome]], связанные с работой Smart Communications 140 +))) 141 + 142 +|(% style="border-color:white; width:20%" %)((( 143 +{{lightbox image="Role_creation.png"/}} 144 +)))|(% style="border-color:white" %)((( 145 +To work with the module in [[Permissions and Roles>>doc:Main.Usage.MMP.System_settings.Permissions_and_roles.WebHome]] you need to grant the permission **Rights to access the Smart Communications section** and one of the following permissions (depending on the user role): 146 + 13 13 * Contact Center Operator rights for the Smart Communications module; 14 14 * Marketer's rights to the Smart Communications module; 15 15 * Analyst rights to the Smart Communications module; ... ... @@ -20,7 +20,14 @@ 20 20 ((( 21 21 **Notes:** 22 22 23 -1. For all users (except the Administrator) it is necessary to give additional ri ght**MMP user has the right to view Partners**.157 +1. For all users (except for the Administrator) it is necessary to give additional permission **The MMP user has the right to view Partners**. 24 24 1. To work with API methods, you need to grant **Rights to API to the Smart Communications module**. 25 25 ))) 26 26 ))) 161 + 162 +(% class="box" %) 163 +((( 164 +**Read also:** 165 + 166 +* [[Frequently asked questions related to the operation of the Smart Communications product>>doc:Main.Frequently_asked_questions.SmartCom_FAQ.WebHome]] 167 +)))