Loymax SmartCom
English
English
  • What is Loymax SmartCom?
  • Main
    • Main feature
    • Main terms
    • How to start work
    • Communication types and channels
    • FAQ
  • Features
    • Segmentation
      • Segment builder
      • List of segments
      • RFM segments
      • Tags
    • Mass mailings
      • Mailing list
      • E-mail mailings
      • SMS mailings
      • Push mailings
      • Mailing settings
      • A/B testing in a mailing
      • Mailing report
      • Mailing calendar
    • Campaigns
      • Creating a campaign
      • Campaigns list
      • Triggers
        • Added a product to the container
        • Anniversary
        • Bonuses expected expiration
        • Customer registration
        • Date has come
        • Date come for client
        • Date come for order
        • Days since last visit to the site
        • Days since last order
        • Days since registration
        • Event occurred
        • Item from specific category purchased
        • Lost cart on the site
        • Lost view of product on the site
        • Customer visited section of website
        • Customer visited website
        • Customer viewed product on website
        • Customer viewed product category
        • Item purchased
        • Order is paid
        • Order is cancelled
        • Repeated date
        • Getting into RFM segment
        • Getting into segment
        • System event
        • Order was made/receipt was issued
      • Actions
        • Actualize filter
        • Select customers from segment
        • Run A/B test
        • Assign call
        • Accrue points
        • Accrue bonuses in the loyalty program
        • Limit number of participants
        • Limit poll
        • Send push
        • Send SMS
        • Send e-mail
        • Filter customers
        • Wait X minutes/hours/days
        • Wait until date
        • Check e-mail status
        • Report manager
        • Set tag
      • Campaign report
      • Abandoned cart
    • Control group
    • Campaign recipes
    • Polls
    • Customer profile
    • Personalization
      • Template engine
    • Analytics
      • Dashboard
    • Templates
    • Subscriptions management
    • Receipt attribution
    • Promo codes
    • Settings
      • General settings
      • Fields
      • Directories
      • Observers
      • Users
        • Access rights
      • Regions
      • Constants for templates
      • Mailing categories
      • Managing views
  • Usage
    • Quality of contact information
    • Metrics
    • Regions
    • Cascades
    • Events
    • Recommendations for quality mailings
      • Postmasters
      • DNS configuring
      • Warming up IP address
      • Avatar for mail
  • integration
    • Complete integrations
    • Data exchange
      • Introduction
      • Data structure
      • File exchange
      • SQL server data
      • REST API
      • Data exchange bus
    • JS tracker
Powered by GitBook
On this page
  • Customer information
  • Information about customer’s actions
  • Customer receipts
  • Mailings
  • Promo codes
  • Tags
  • Subscriptions
  • Polls
  • Interest in categories
  • Activity
  • Favorite e-stores
  • Abandoned cart
  1. Features

Customer profile

PreviousPollsNextPersonalization

Last updated 1 year ago

Customer profile contains all information about the customer sent to the Platform from different sources.

You can go to the customer profile by clicking the customer's name in the list of customers.

Customer profile page:

Customer information

Information about the customer is located on the left side of the profile and contains personal data of the customer:

  • Contact information (phone number, e-mail):

    • If the customer does not have a contact listed, or incorrect contact information is listed, a warning icon is displayed next to this contact.

  • If the customer specified an invalid e-mail, it will be excluded from all e-mail mailings.

  • Personal data (gender, date of birth, country, city, date of registration, etc.). These data are specified by the customer when registering in the loyalty system.

    • Date of the first receipt;

    • Date of the last receipt;

    • Days since the first receipt;

    • Days since the last receipt;

    • Total sum in the last receipt;

    • Number of receipts;

    • Receipts issued to the amount;

    • Average receipt;

    • Average number of items in receipt;

    • RFM segment;

    • Days since registration.

  • Customer information in the loyalty program, if it is activated:

    • Total active bonuses;

    • Bonuses pending activation;

    • Bonuses pending deactivation, total;

    • Nearest date of bonus deactivation;

    • The nearest number of deactivated bonuses.

Information about customer’s actions

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:

Customer receipts

The Receipts tab displays information about all of the client's receipts.

Receipt information

When you click on the receipt number, the following information is displayed:

  • On the left side of the page: a set of receipt attributes (status, date, delivery cost, etc.).

  • On the right side of the page: the list of products in this receipt.

Mailings

The Mailings block displays information about all mailings, in which the customer participated.

Clicking on the mailing list name takes you to the mailing list information page.

Promo codes

The Promo codes block displays all promo codes that were issued to the customer in mass mailing or campaign.

Clicking the name of the mailing/campaign takes you to the mailing/campaign info page.

The Re-issued? field shows whether the promotion code was originally issued or re-issued to the customer.

Tags

Clicking on the tag displays a list of customers who have the tag:

Subscriptions

The Subscriptions block displays information about the customer's subscriptions.

Available settings:

  • Activate/deactivate customer subscriptions. For example, customer can be subscribed to e-mail mailings, but not subscribed to SMS mailings.

  • Set up subscription statuses depending on the category. For instance, customer can be subscribed to campaigns but unsubscribed from entertainment category.

  • Configure channels for receiving mailings. For example, customer can receive promo actions via SMS, newsletters via e-mail, and entertainment information via push.

Only mailings from active categories are displayed in the Subscriptions block.

Polls

The Polls block displays information about all polls, in which the customer participated.

Interest in categories

The Interest in categories block displays information about customer interests.

Interest in categories page:

Profile of customer’s interests is built upon the information about what product categories the customer viewed on the website. The customer's interest is taken into account only for the last several days. The number of days is specified in the Settings --> General --> Advanced options --> Calculate customer interest for the last X days.

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.

  • If the customer bought a product from this category, the interest is considered satisfied.

  • If X days have passed since viewing, it's considered that the customer is no longer interested in this category.

The page displays only the top product categories (up to 10 categories) in which the customer interested the most.

Activity

In the Activity block you can see information about all types of customer activity:

  1. Participation in mailings:

    1. In mass mailings;

    2. In mailings within a campaign;

  2. Orders;

  3. Events:

    1. Contacting call center;

  4. Events on website:

    1. Website visits;

    2. Viewing category;

    3. Viewing product;

    4. Viewing web page;

    5. Abandoning cart.

  5. Accrued bonuses in loyalty program;

  6. Accrued score;

  7. Tag is set.

Activity block:

The following is displayed for each event:

  • Name;

  • Category (icon to the left of the event);

  • Date and time the event occurred;

  • Description.

By clicking the Show more button you can see more events.

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:

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.

Favorite e-stores

In the Favorite e-stores block you can see information about the e-stores where the customer made purchases.

The following is displayed for each e-store:

  1. Identifier;

  2. Name;

  3. The number of customer's receipts in this e-store.

Abandoned cart

The Abandoned cart block displays information about the products that the customer put into the cart, but did not buy.

The following is displayed for each product:

  1. Name;

  2. Price;

  3. Date and time of adding to the cart.

All information from customer profile is used in the .

Customer profile contains and .

The Platform automatically detects the type of phone, specified in the contact information, and displays it on the screen: mobile phone ( ) or landline phone ( ). If the customer specified a landline phone number, it will be excluded from SMS mailings.

Personal data can be individual for each customer and it is configured during the .

:

You can displayed in the customer profile.

;

;

;

;

;

;

;

;

;

.

You can .

You can in each block.

If the customer participated in the mailing as part of the , the information about the mailing will look as follows:

The Tags block displays all of the .

For more information on subscription categories, see .

Clicking on the poll’s name takes you to the page.

In case of Customer issued receipt type of events, by clicking the View receipt button you will see .

building of segments
Platform installation
Metrics
change the list of attributes
set up a list of receipt attributes
configure the data set
control group
customer's tags
manage subscriptions
information about the customer
customer's actions
Receipts
Mailings
Promo codes
Tags
Subscriptions
Polls
Categories of interest
Activity
Favourite e-stores
Abandoned cart
information about receipt
Polls results
Customer profile page
Customer’s receipts
Information about customer’s receipt
Customer’s mailings
Customer’s promo codes
Customer's tags
Customers with tags
Customer’s subscriptions
Customer polls
Poll’s results
Show more events
Filtering events by category
Favorite e-stores block
Abandoned cart block