Loymax, 2025

Wiki source code of Loymax Smart Communications

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Vera Retyeva 10.1 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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Vera Retyeva 10.1 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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Vera Retyeva 12.1 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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Vera Retyeva 15.1 16 [[Summary>>doc:.Overview.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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Anastasia Lozinskaia 18.1 29 * [[Customer information>>doc:Main.Usage.Smart_Communications.Customers.All_customers.WebHome]]. List of customers and customer profiles. Easy search by personal details and purchases.
Vera Retyeva 12.1 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]].
Vera Retyeva 15.1 31 * [[RFM segments>>doc:.Customers.RFM_segmentation.WebHome]] — segmentation of customers based on their purchase data: purchase recency, purchase frequency and amount of money spent by customers.
Vera Retyeva 19.1 32 * [[Target audiences>>doc:.Customers.Target_audiences.WebHome]] (TA). Adding customers to a target audience. Managing the list of target audiences. [[Import of target audiences>>doc:.Customers.Target_audiences.WebHome||anchor="HImportingtargetaudiences"]].
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Vera Retyeva 15.1 36 [[Campaigns>>doc:.Campaigns.WebHome]]
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Vera Retyeva 15.1 38 * [[Creating and editing >>doc:.Campaigns.Campaign_creation.WebHome]]campaigns.
39 * Adding [[triggers>>doc:.Campaigns.Triggers.WebHome]] and [[actions>>doc:.Campaigns.Actions.WebHome]] to a campaign.
40 * [[Campaign report>>doc:.Campaigns.Report.WebHome]] viewing.
41 * Work with [[abandoned cart>>doc:.Campaigns.Abandoned_cart.WebHome]]. [[JS tracker>>doc:Main.Integration.Smart_Com_Integration.JS_tracker.WebHome]].
42 * [[Instant campaigns>>doc:.Campaigns.Instant_campaigns.WebHome]].
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Vera Retyeva 19.1 46 [[Mass messaging>>doc:.Mass_messaging.WebHome]]
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Vera Retyeva 19.1 48 * [[Creating>>doc:.Mass_messaging.WebHome]] mass messaging. Mailing [[settings>>doc:.Mass_messaging.Mailing_settings.WebHome]].
Vera Retyeva 22.1 49 * [[Email mass messaging>>doc:.Mass_messaging.Email_mass_messaging.WebHome]] and [[templates>>doc:.Mass_messaging.Email_mass_messaging.Templates.WebHome]] for emails.
Vera Retyeva 19.1 50 * [[SMS mass messaging>>doc:.Mass_messaging.SMS_mass_messaging.WebHome]]. Viber > SMS cascade mailings.
51 * [[Push mass messaging>>doc:.Mass_messaging.Push_mass_messaging.WebHome]] to a group of customers.
52 * Personalization of mailings using the [[Template Engine>>doc:.Mass_messaging.Template_engine.WebHome]].
53 * [[Messaging calendar>>doc:.Mass_messaging.Messaging_calendar.WebHome]], [[report >>doc:.Mass_messaging.Mailing_report.WebHome]]and visualization of the mailing volume.
54 * [[Quality of contact information>>doc:.Mass_messaging.Contact_data_quality.WebHome]].
55 * [[A/B testing>>doc:.Mass_messaging.A_B_testing.WebHome]] in a mailing.
56 * [[Synchronization of subscriptions>>doc:.Mass_messaging.Subscription_synchronization.WebHome]]  in case of integrated Loymax Loyalty and Smart Communications modules.
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Vera Retyeva 21.1 60 [[Polls>>doc:.Polls.WebHome]]
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Vera Retyeva 21.1 62 * [[Creating and sending polls>>doc:.Polls.WebHome]] to customers.
63 * [[Branding>>Branding]] of pages with polls.
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67 [[Promocodes>>doc:.Promo_codes.WebHome]]
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Vera Retyeva 15.1 69 * [[Promocodes generation and import>>doc:.Promo_codes.WebHome]] in Smart Communications.
Vera Retyeva 12.1 70 * Issue of promocodes and their use in the [[Segment Builder>>doc:.Customers.User_segments.Segment_builder.WebHome]].
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74 [[Control groups>>doc:.Control_groups.WebHome]]
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Vera Retyeva 19.1 76 * [[Creating >>doc:.Control_groups.WebHome]]control groups and use of control groups in [[mass messaging>>doc:.Mass_messaging.WebHome]] and [[campaigns>>doc:.Campaigns.WebHome]].
77 * Evaluation how the communication affects customer behaviour in a segment using control groups via [[mailing reports>>doc:.Mass_messaging.Mailing_report.WebHome]] and [[campaign reports>>doc:.Campaigns.Report.WebHome]].
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81 [[Settings>>doc:.Settings_SC.WebHome]]
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Vera Retyeva 12.1 83 * [[General settings>>doc:.Settings_SC.Settings.WebHome]] of the main parameters in Smart Communications.
84 * 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]].
85 * Managing [[dictionaries>>doc:.Settings_SC.Directories.WebHome]]. Adding new elements to a dictionary. System dictionary [[Unsubscribe reasons>>doc:.Settings_SC.Directories.WebHome||anchor="H42143844144243543C43D44B43944143F44043043243E44743D43843A2241F44043844743843D44B43E44243F43844143A43822"]].
86 * Creating a [[group of watchers>>doc:.Settings_SC.Observers.WebHome]] that will participate in mailings.
Vera Retyeva 13.1 87 * Managing System access for [[users>>doc:.Settings_SC.Users.WebHome]] that are granted permissions to work with Smart Communications.
Vera Retyeva 19.1 88 * Creating and editing [[mailing categories>>doc:.Settings_SC.Mailing_categories.WebHome]] when sending [[mass messages>>doc:.Mass_messaging.WebHome]] to customers.
Vera Retyeva 13.1 89 * Creating [[global control groups>>doc:.Settings_SC.Global_control_group.WebHome]] to assess efficiency of communication campaigns and optimize the marketing and communication strategy.
Vera Retyeva 23.1 90 * [[Work with containers>>doc:Main.Integration.Smart_Com_Integration.JS_tracker.WebHome||anchor="HWorkwithcontainers"]]. i.e. individual product lists of customers.
Vera Retyeva 13.1 91 * 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]].
92 * Tracking [[sources of events >>doc:.Settings_SC.Event_sources.WebHome]] and using them in the [[Segment builder>>doc:.Customers.User_segments.Segment_builder.WebHome]].
93 * [[Actions log >>doc:.Settings_SC.History.WebHome]]that allows to tracks user actions in the Platform.
94 * Customising [[design >>doc:.Settings_SC.Design.WebHome]]for polls and unsubscribe pages.
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Vera Retyeva 13.1 100 **Information about integration of Loymax Smart Communications can be found in separate sections:**
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Vera Retyeva 16.1 102 * [[Integration>>doc:Main.Integration.Smart_Com_Integration.WebHome]] of Smart Communications
103 * Smart Communications [[REST API>>doc:Main.Integration.Smart_Com_Integration.Data_exchange.SmC_API.WebHome]]
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Vera Retyeva 13.1 108 Smart Communications sections are displayed to users depending on their roles and [[access rights>>doc:.Settings_SC.Users.WebHome||anchor="H41F44043043243043443E44144244343F430"]].
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Vera Retyeva 24.1 110 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.Usage.MMP.System_settings.Permissions_and_roles.WebHome]] section:
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Vera Retyeva 13.1 112 * **Platform user has the permission to view Smart Communications section.**
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Vera Retyeva 13.1 114 As well as one of the following permissions (depending on the user role):
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Vera Retyeva 13.1 116 * **Platform user has the Call Centre Operator permissions on Smart Communications module**;
117 * **Platform user has the Marketer permissions on Smart Communications module**;
118 * **Platform user has the Senior Marketer permissions on Smart Communications module**;
119 * **Platform user has the Analyst permissions on Smart Communications module**;
120 * **Platform user has the Designer permissions on Smart Communications module**;
121 * **Platform user has the permission to view and edit campaigns in Smart Communications module**;
122 * **Platform user has the Administrator permissions on Smart Communications module**.
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Vera Retyeva 13.1 126 **Notes:**
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Vera Retyeva 13.1 128 * It is required to additionally grant a permission** Platform user has the right to view companies** for all users (except for the Administrator).
129 * To work with API methods, it is required to grant a permission **Platform user has the Smart Communications API access**.
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Vera Retyeva 12.1 134 **Read also:**
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Vera Retyeva 13.1 136 * [[General information about Loymax Smart Communications >>doc:Main.General_information.Smart_Communications.WebHome]]
Vera Retyeva 20.1 137 * [[Basic concepts and features of Smart Communications>>doc:Main.General_information.Smart_Communications.Basic_concepts_SMC.WebHome]]
Vera Retyeva 13.1 138 * [[Plugin that enables Loymax Smart Communications>>doc:Main.Installation_and_configuration.Extra_modules.Plugins_and_adapters.Plugins_list.WebHome||anchor="Smart Communications"]]
139 * [[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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