Loymax, 2025
From version 6.1
edited by Anastasia Zanina
on 2024/07/31 04:01
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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>>url:https://docs.loymax.io/bin/view/Main/General_information/Smart_Communications/]] 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.
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7 -Loymax Smart Communications is a separately installable software “Loymax Smart Communications”. In the articles on the Information Portal this software is referred to as Loymax Smart Communications module for ease of use.
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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10 -Module **Smart Communications** 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]]. A special section in the **Smart Communications** menu with access to all the tools of the module will appear. For the Module features and recommendations on how to create mailings, see the child articles of this section. Integration information is presented in a separate section [[Smart Communications Integration>>url:https://docs.loymax.io/bin/create/Main/Integration/Integration_of_SC/WebHome?parent=Main.Usage.Smart_Communications.WebHome]].
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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13 -[[~[~[image:https://docs.loymax.io/bin/download/Main/Usage/Smart_Communications/WebHome/Smc.png?rev=1.1~|~|width="1000"~]~]>>url:https://docs.loymax.io/bin/download/Main/Usage/Smart_Communications/WebHome/Smc.png?rev=1.1||rel="lightbox"]]
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16 +[[Summary>>doc:.Review.WebHome]]
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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.
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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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18 -[[~[~[image:https://docs.loymax.io/bin/download/Main/Usage/Smart_Communications/WebHome/Role_creation.png?rev=1.1~|~|width="450"~]~]>>url:https://docs.loymax.io/bin/download/Main/Usage/Smart_Communications/WebHome/Role_creation.png?rev=1.1||rel="lightbox"]]
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20 -To work with the module in [[Rights - Roles>>url:https://docs.loymax.io/bin/create/Main/Using/MMP/Configurations/Rights_and_roles/WebHome?parent=Main.Usage.Smart_Communications.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):
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101 +**Information about integration of Loymax Smart Communications can be found in separate sections:**
21 21  
22 -* Contact Center Operator rights for the Smart Communications module;
23 -* Marketer's rights to the Smart Communications module;
24 -* Analyst rights to the Smart Communications module;
25 -* Designer rights to the Smart Communications module;
26 -* Administrator rights to the Smart Communications module.
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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30 30  **Notes:**
31 31  
32 -1. For all users (except the Administrator) it is necessary to give additional right **MMP user has the right to view Partners**.
33 -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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