Loymax, 2025

Wiki source code of Все клиенты

version	line-number	content
1.1	1	(% class="lead" %)
103.1	2	In this section you can see the list of customers, setting flexible parameters for selection in the filter, as well as personal information of an individual customer.
1.1	3
103.1	4	== List of customers ==
76.1	5
103.1	6	Here you can view information about a customer or groups of customers. You can flexibly search for customers by various parameters, such as:
3.1	7
103.1	8	* personal data and contact information: surname, first name, patronymic, date of birth, gender, phone number, email, address, etc..,
	9	* data on purchases and the contents of the receipt: date of the first receipt, average receipt, average price of goods in the receipt, etc.,
	10	* favorite products,
	11	* the number of bonuses accrued,
	12	* participation in polls and mailings, etc.
3.1	13
103.1	14	Actions that can be quickly performed with the selected customer segment by clicking a button are described in detail in the [[Segment Builder>>doc:Main.Using.Smart_Communications.Customers.User_segments.Segment_builder.WebHome]] article. Segment metrics (number of orders, revenue, average check, etc.) are also described there.
34.1	15
2.3	16	\|(% style="border-color:white; text-align:center" %){{lightbox image="All_clients.png" width="1000"/}}
1.1	17
103.1	18	== {{id name="Profile"/}}Customer profile ==
3.1	19
103.1	20	Customer profile contains all information about the customer sent to [[Smart Communications Module>>doc:Main.Using.Smart_Communications.WebHome]] from different sources. You can go to the customer profile by clicking the customer's name in the list of customers. All information from the Customer profile is used when [[building segments>>doc:Main.Using.Smart_Communications.Customers.User_segments.Segment_builder.WebHome]]. The customer profile contains information about the customer and the customer's actions.
3.1	21
5.1	22	\|(% style="border-color:white; text-align:center" %){{lightbox image="Client.png" width="1000"/}}
3.1	23
103.1	24	=== Customer information ===
5.1	25
103.1	26	Information about the customer is located on the left side of the profile and contains personal data of the customer:
5.1	27
103.1	28	* (((
	29	Contact information (phone number, email). If the customer does not have a contact listed, or incorrect contact information is listed, a warning icon is displayed next to this contact [[image:attach:Exclamation.png\|\|height="25" width="25"]].
7.3	30
103.1	31	* The Module automatically detects the type of phone, specified in the contact information, and displays it on the screen. If the customer specified a landline phone number, it will be excluded from SMS mailings.
	32	* If the customer specified an invalid email, it will be excluded from all email mailings.
	33	)))
	34	* Personal data (gender, date of birth, country, city, date of registration, etc.). These data are specified by the customer when registering in the Loyalty Program.
	35
7.3	36	(% class="box infomessage" %)
	37	(((
103.1	38	Personal data can be individual for each Partner and it is configured during the [[integration>>doc:Main.Using.Smart_Communications.Settings_SC.Data_field.WebHome]].
7.3	39	)))
9.1	40
103.1	41	* [[Metrics>>doc:Main.Using.Smart_Communications.Customers.User_segments.Segment_builder.Metrics.WebHome]] — customer data used in the [[Segment Builder>>doc:Main.Using.Smart_Communications.Customers.User_segments.Segment_builder.WebHome]]:
	42	** Date of the first receipt;
	43	** Date of the last receipt;
	44	** Days since the first receipt;
	45	** Days since the last receipt;
	46	** Total sum in the last receipt;
	47	** Number of receipts;
	48	** Receipts issued to the amount;
	49	** Average receipt;
	50	** Average number of items in receipt;
	51	** RFM segment;
	52	** Days since registration.
	53	* Customer information in the [[Loyalty program>>doc:Main.General_information.Loymax_Loyalty.WebHome]], if it is activated:
	54	** Total active bonuses;
	55	** Bonuses pending activation;
	56	** Bonuses pending deactivation, total;
	57	** Nearest date of bonus deactivation;
	58	** The nearest number of deactivated bonuses.
9.1	59
9.3	60	(% class="box infomessage" %)
	61	(((
103.1	62	You can [[change the list of attributes>>doc:Main.Using.Smart_Communications.Settings_SC.Data_field.Views_management.WebHome]] displayed in the Customer profile.
9.3	63	)))
	64
103.1	65	=== Information about customer actions ===
9.3	66
103.1	67	Information about customer's actions is contained in the right part of the Customer profile. The following information is presented in the form of blocks:
9.3	68
103.1	69	* [[Activity>>doc:\|\|anchor="01"]],
	70	* [[Receipts>>doc:\|\|anchor="02"]],
	71	* [[Mailings>>doc:\|\|anchor="03"]],
	72	* [[Promo codes>>doc:\|\|anchor="04"]],
	73	* [[Target audiences>>doc:\|\|anchor="05"]],
	74	* [[Subscriptions>>doc:\|\|anchor="06"]],
	75	* [[Polls>>doc:\|\|anchor="07"]],
	76	* [[Favourite e-stores>>doc:\|\|anchor="09"]],
	77	* [[Categories of interest>>doc:\|\|anchor="08"]].
9.3	78
103.1	79	==== {{id name="01"/}}Activity ====
10.1	80
24.2	81	\|(% style="border-color:white; width:833px" %)(((
103.1	82	In the Activity block you can see information about all types of customer activity:
10.1	83
103.1	84	~1. Participation in mailings:
10.1	85
103.1	86	* In mass mailings;
	87	* In mailings within a campaign;
12.1	88
103.1	89	2. Orders;
	90	3. Events:
12.1	91
103.1	92	* Contacting call center;
12.1	93
103.1	94	4. Events on website:
12.1	95
103.1	96	* Website visits;
	97	* Viewing category;
	98	* Viewing product;
	99	* Viewing web page;
	100	* Abandoning cart.
12.1	101
103.1	102	5. Accrued bonuses in the Loyalty Program;
	103	6. Accrued score;
	104	7. Tag is set.
10.1	105
103.1	106	The following is displayed for each event:
10.1	107
103.1	108	* Category (icon to the left of the event);
	109	* Name;
	110	* Description;
	111	* Date and time the event occurred.
	112	)))\|(% style="border-color:white; width:605px" %){{lightbox image="Activity.png"/}}
	113	\|(% style="border-color:white; width:833px" %)By clicking the Show more button you can see more events.\|(% style="border-color:white; width:605px" %){{lightbox image="Show_more.png"/}}
24.2	114	\|(% style="border-color:white; width:833px" %)(((
103.1	115	Information on this web page can be filtered by category. For example, to see only information about receipts, you need to uncheck all other categories.
10.1	116
	117
12.1	118
103.1	119	In case of the Mailing type events, by clicking the View mailing button you will go to the web page where you will see mailing settings.
10.1	120
	121
103.1	122	In case of Customer issued receipt type of events, by clicking the View receipt button you will see information about receipt.
	123	)))\|(% style="border-color:white; width:605px" %){{lightbox image="Only_receipts.png"/}}
91.1	124
103.1	125	==== {{id name="02"/}}Customer receipts ====
	126
24.2	127	\|(% style="border-color:white; width:835px" %)(((
103.1	128	The Receipts tab displays information about all of the client's receipts.
10.1	129
103.1	130	You can [[set up a list of receipt attributes>>doc:Main.Using.Smart_Communications.Settings_SC.Data_field.Views_management.WebHome]].
	131	)))\|(% style="border-color:white; width:603px" %){{lightbox image="Receipts.png"/}}
	132	\|(% style="border-color:white; width:835px" %)(((
	133	===== Receipt information =====
16.1	134
103.1	135	When you click on the receipt number, the following information is displayed:
16.1	136
103.1	137	* On the left side of the page: a set of receipt attributes (status, date, delivery cost, etc.).
	138	* On the right side of the page: the list of products in this receipt.
19.3	139
103.1	140	You can [[configure the data set>>doc:Main.Using.Smart_Communications.Settings_SC.Data_field.Views_management.WebHome]] in each block.
	141	)))\|(% style="border-color:white; width:603px" %){{lightbox image="Receipt1.png"/}}
84.1	142
103.1	143	==== {{id name="03"/}}Mailings ====
92.1	144
24.2	145	\|(% style="border-color:white; width:834px" %)(((
103.1	146	The Mailings block displays information about all mailings, in which the customer participated.
24.2	147	)))\|(% style="border-color:white; width:604px" %){{lightbox image="Mailing.png"/}}
	148	\|(% style="border-color:white; width:834px" %)(((
103.1	149	If the customer participated in the mailing as part of the [[control group>>https://docs.loymaxsc.net/v/en/features/control-group]], the information about the mailing will look as follows (see the screen to the right).
37.1	150	)))\|(% style="border-color:white; width:604px" %){{lightbox image="Control_group1.png"/}}
23.1	151
103.1	152	==== {{id name="04"/}}Promo codes ====
23.1	153
34.1	154	\|(% style="border-color:white; width:835px" %)(((
103.1	155	The Promo codes block displays all [[promo codes>>doc:Main.Using.Smart_Communications.Promo_codes.WebHome]] that were issued to the customer in [[mass mailing>>doc:Main.Using.Smart_Communications.Mass_mailings.WebHome]] or [[campaign>>doc:Main.Using.Smart_Communications.Campaign_list.WebHome]].
23.1	156
103.1	157	The Re-issued? field shows whether the promotion code was originally issued or re-issued to the customer.
34.1	158	)))\|(% style="border-color:white; width:603px" %){{lightbox image="Promocode.png"/}}
25.1	159
103.1	160	==== {{id name="05"/}}Target audiences ====
25.1	161
34.1	162	\|(% style="border-color:white; width:838px" %)(((
103.1	163	The Target audiences block displays all of the customer's target audiences.
25.1	164
27.2	165
34.1	166	)))\|(% style="border-color:white; width:600px" %){{lightbox image="target.png"/}}
103.1	167	\|(% style="border-color:white; width:838px" %)Clicking on the target audience displays a list of customers who have the target audience.\|(% style="border-color:white; width:600px" %){{lightbox image="Clients_TA.png"/}}
27.3	168
103.1	169	==== {{id name="06"/}}Subscriptions ====
27.3	170
34.1	171	\|(% style="border-color:white; width:841px" %)(((
103.1	172	The Subscriptions block displays information about the customer's subscriptions.
27.3	173
103.1	174	Available settings:
27.3	175
103.1	176	* (((
	177	Activate/deactivate customer subscriptions. For example, customer can be subscribed to e-mail mailings, but not subscribed to SMS mailings.
	178	)))
	179	* Set up subscription statuses depending on the [[category>>https://docs.loymaxsc.net/v/en/features/segmentation/tags]]. For instance, customer can be subscribed to campaigns but unsubscribed from entertainment category.
	180	* (((
	181	Configure channels for receiving mailings. For example, customer can receive promo actions via [[SMS>>doc:Main.Using.Smart_Communications.Mass_mailings.SMS_mailings.WebHome]], newsletters via [[email>>doc:Main.Using.Smart_Communications.Mass_mailings.Emails.WebHome]], and entertainment information via [[push>>doc:Main.Using.Smart_Communications.Mass_mailings.Push_mailings.WebHome]].
	182	)))
27.3	183
103.1	184	Only mailings from active categories are displayed in the Subscriptions block.
27.3	185
	186	(% class="box infomessage" %)
	187	(((
103.1	188	For more information on subscription categories, see [[Manage subscriptions>>doc:Main.Using.Smart_Communications.Mass_mailings.Mailing_Loyalty_SC.WebHome]].
27.3	189	)))
34.1	190	)))\|(% style="border-color:white; width:597px" %){{lightbox image="Subscription.png"/}}
27.3	191
103.1	192	==== {{id name="07"/}}Polls ====
29.3	193
103.1	194	\|(% style="border-color:white; width:839px" %)The Polls block displays information about all [[polls>>doc:Main.Using.Smart_Communications.Survey.WebHome]], in which the customer participated.\|(% style="border-color:white; width:599px" %){{lightbox image="survey.png"/}}
	195	\|(% style="border-color:white; width:839px" %)Clicking on the poll’s name takes you to the [[Polls results>>url:https://docs.loymaxsc.net/v/en/features/polls#page_--2-1]] page.\|(% style="border-color:white; width:599px" %){{lightbox image="Survey_results.png"/}}
43.1	196	\|(% style="border-color:white; width:839px" %)(((
103.1	197	==== {{id name="09"/}}Favorite e-stores ====
58.1	198
103.1	199	This is an optional functionality available on request.
60.1	200
103.1	201	In the Favorite e-stores block you can see information about the e-stores where the customer made purchases:
58.1	202
103.1	203	1. Identifier;
	204	1. Name;
	205	1. The number of customer's receipts in this e-store.
59.2	206	)))\|(% style="border-color:white; width:599px" %){{lightbox image="pref_shops.jpg"/}}
58.1	207	\|(% style="border-color:white; width:839px" %)(((
103.1	208	==== {{id name="10"/}}Abandoned cart ====
60.1	209
103.1	210	The [[Abandoned cart>>doc:Main.Using.Smart_Communications.Campaign_list.Abandoned_cart.WebHome]] block displays information about the products that the customer put into the cart, but did not buy.
60.1	211
103.1	212	The following is displayed for each product:
60.1	213
103.1	214	1. Name;
	215	1. Price;
	216	1. Date and time of adding to the cart.
62.1	217	)))\|(% style="border-color:white; width:599px" %){{lightbox image="Basket.png"/}}
60.1	218	\|(% style="border-color:white; width:839px" %)(((
103.1	219	==== {{id name="08"/}}Interest in categories ====
29.3	220
103.1	221	This is an optional functionality available on request.
58.1	222
103.1	223	The Interest in categories block displays information about customer interests.
	224	Profile of customer interests is built upon the information about what product categories the customer viewed on the website. The customer interest is taken into account only for the last several days. The number of days is specified in the Settings -> [[General>>doc:Main.Using.Smart_Communications.Settings_SC.Settings.WebHome]]-> Advanced options -> Calculate customer interest for the last X days.
42.1	225
103.1	226	For example, customer viewed 24 inch monitor on the website. This means he has interest in the category "24 inch monitors” in the next X days, if there was no purchase in that category.
43.1	227
103.1	228	* If the customer bought a product from this category, the interest is considered satisfied.
	229	* If X days have passed since viewing, it's considered that the customer is no longer interested in this category.
45.1	230
103.1	231	The page displays only the top product categories (up to 10 categories) in which the customer interested the most.
47.1	232	)))\|(% style="border-color:white; width:599px" %){{lightbox image="interest.png"/}}
46.1	233
47.1	234	(% class="emoji-editor-bar" ng-version="13.3.12" %)
	235	(((
46.1	236	(% class="box infomessage" %)
	237	(((
103.1	238	If the Calculate Customer Interests option is disabled, the Interest in categories tab is not displayed in the Customer profile.
46.1	239	)))
42.1	240	)))

Created 13/12/2023 12:42
Last edited 03/04/2024 19:08

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Wiki source code of Все клиенты