Loymax, 2025

From version 5.1
edited by Anastasia Zanina
on 2024/06/05 08:50
Change comment: There is no comment for this version
To version 12.1
edited by Vera Retyeva
on 2025/05/07 11:00
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.zanina
1 +XWiki.VeraRetyeva
Content
... ... @@ -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 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>>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 right **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 +)))