Wiki source code of Loymax Smart Communications
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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. | ||
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. | ||
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7 | |(% style="border-color:white" %){{lightbox image="Smc.png"/}} | ||
8 | ))) | ||
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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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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 | ))) | ||
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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"]]. | ||
33 | ))) | ||
34 | |(% style="width:346px" %)((( | ||
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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" %)((( | ||
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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. | ||
58 | ))) | ||
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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]]. | ||
79 | ))) | ||
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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 | * 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 | ))) | ||
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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 | ))) | ||
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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 | ))) | ||
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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 | |||
147 | * Contact Center Operator rights for the Smart Communications module; | ||
148 | * Marketer's rights to the Smart Communications module; | ||
149 | * Analyst rights to the Smart Communications module; | ||
150 | * Designer rights to the Smart Communications module; | ||
151 | * Administrator rights to the Smart Communications module. | ||
152 | |||
153 | (% class="box infomessage" %) | ||
154 | ((( | ||
155 | **Notes:** | ||
156 | |||
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**. | ||
158 | 1. To work with API methods, you need to grant **Rights to API to the Smart Communications module**. | ||
159 | ))) | ||
160 | ))) | ||
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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 | ))) |