Wiki source code of Все клиенты
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| author | version | line-number | content |
|---|---|---|---|
| 1 | (% class="lead" %) | ||
| 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. | ||
| 3 | |||
| 4 | == List of customers == | ||
| 5 | |||
| 6 | Here you can view information about a customer or groups of customers. You can flexibly search for customers by various parameters, such as: | ||
| 7 | |||
| 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. | ||
| 13 | |||
| 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. | ||
| 15 | |||
| 16 | |(% style="border-color:white; text-align:center" %){{lightbox image="All_clients.png" width="1000"/}} | ||
| 17 | |||
| 18 | == {{id name="Profile"/}}Customer profile == | ||
| 19 | |||
| 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. | ||
| 21 | |||
| 22 | |(% style="border-color:white; text-align:center" %){{lightbox image="Client.png" width="1000"/}} | ||
| 23 | |||
| 24 | === Customer information === | ||
| 25 | |||
| 26 | Information about the customer is located on the left side of the profile and contains personal data of the customer: | ||
| 27 | |||
| 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"]]. | ||
| 30 | |||
| 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 | |||
| 36 | (% class="box infomessage" %) | ||
| 37 | ((( | ||
| 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]]. | ||
| 39 | ))) | ||
| 40 | |||
| 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. | ||
| 59 | |||
| 60 | (% class="box infomessage" %) | ||
| 61 | ((( | ||
| 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. | ||
| 63 | ))) | ||
| 64 | |||
| 65 | === Information about customer actions === | ||
| 66 | |||
| 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: | ||
| 68 | |||
| 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"]]. | ||
| 78 | |||
| 79 | ==== {{id name="01"/}}Activity ==== | ||
| 80 | |||
| 81 | |(% style="border-color:white; width:833px" %)((( | ||
| 82 | In the **Activity** block you can see information about all types of customer activity: | ||
| 83 | |||
| 84 | ~1. Participation in mailings: | ||
| 85 | |||
| 86 | * In mass mailings; | ||
| 87 | * In mailings within a campaign; | ||
| 88 | |||
| 89 | 2. Orders; | ||
| 90 | 3. Events: | ||
| 91 | |||
| 92 | * Contacting call center; | ||
| 93 | |||
| 94 | 4. Events on website: | ||
| 95 | |||
| 96 | * Website visits; | ||
| 97 | * Viewing category; | ||
| 98 | * Viewing product; | ||
| 99 | * Viewing web page; | ||
| 100 | * Abandoning cart. | ||
| 101 | |||
| 102 | 5. Accrued bonuses in the Loyalty Program; | ||
| 103 | 6. Accrued score; | ||
| 104 | 7. Tag is set. | ||
| 105 | |||
| 106 | The following is displayed for each event: | ||
| 107 | |||
| 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"/}} | ||
| 114 | |(% style="border-color:white; width:833px" %)((( | ||
| 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. | ||
| 116 | |||
| 117 | |||
| 118 | |||
| 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. | ||
| 120 | |||
| 121 | |||
| 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"/}} | ||
| 124 | |||
| 125 | ==== {{id name="02"/}}Customer receipts ==== | ||
| 126 | |||
| 127 | |(% style="border-color:white; width:835px" %)((( | ||
| 128 | The **Receipts tab** displays information about all of the client's receipts. | ||
| 129 | |||
| 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 ===== | ||
| 134 | |||
| 135 | When you click on the **receipt number**, the following information is displayed: | ||
| 136 | |||
| 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. | ||
| 139 | |||
| 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"/}} | ||
| 142 | |||
| 143 | ==== {{id name="03"/}}Mailings ==== | ||
| 144 | |||
| 145 | |(% style="border-color:white; width:834px" %)((( | ||
| 146 | The **Mailings block** displays information about all mailings, in which the customer participated. | ||
| 147 | )))|(% style="border-color:white; width:604px" %){{lightbox image="Mailing.png"/}} | ||
| 148 | |(% style="border-color:white; width:834px" %)((( | ||
| 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). | ||
| 150 | )))|(% style="border-color:white; width:604px" %){{lightbox image="Control_group1.png"/}} | ||
| 151 | |||
| 152 | ==== {{id name="04"/}}Promo codes ==== | ||
| 153 | |||
| 154 | |(% style="border-color:white; width:835px" %)((( | ||
| 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]]. | ||
| 156 | |||
| 157 | The **Re-issued? **field shows whether the promotion code was originally issued or re-issued to the customer. | ||
| 158 | )))|(% style="border-color:white; width:603px" %){{lightbox image="Promocode.png"/}} | ||
| 159 | |||
| 160 | ==== {{id name="05"/}}Target audiences ==== | ||
| 161 | |||
| 162 | |(% style="border-color:white; width:838px" %)((( | ||
| 163 | The **Target audiences** block displays all of the customer's target audiences. | ||
| 164 | |||
| 165 | |||
| 166 | )))|(% style="border-color:white; width:600px" %){{lightbox image="target.png"/}} | ||
| 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"/}} | ||
| 168 | |||
| 169 | ==== {{id name="06"/}}Subscriptions ==== | ||
| 170 | |||
| 171 | |(% style="border-color:white; width:841px" %)((( | ||
| 172 | The **Subscriptions** block displays information about the customer's subscriptions. | ||
| 173 | |||
| 174 | Available settings: | ||
| 175 | |||
| 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 | ))) | ||
| 183 | |||
| 184 | Only mailings from** active categories** are displayed in the **Subscriptions** block. | ||
| 185 | |||
| 186 | (% class="box infomessage" %) | ||
| 187 | ((( | ||
| 188 | For more information on subscription categories, see [[Manage subscriptions>>doc:Main.Using.Smart_Communications.Mass_mailings.Mailing_Loyalty_SC.WebHome]]. | ||
| 189 | ))) | ||
| 190 | )))|(% style="border-color:white; width:597px" %){{lightbox image="Subscription.png"/}} | ||
| 191 | |||
| 192 | ==== {{id name="07"/}}Polls ==== | ||
| 193 | |||
| 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"/}} | ||
| 196 | |(% style="border-color:white; width:839px" %)((( | ||
| 197 | ==== {{id name="09"/}}Favorite e-stores ==== | ||
| 198 | |||
| 199 | This is an optional functionality available on request. | ||
| 200 | |||
| 201 | In the** Favorite e-stores **block you can see information about the e-stores where the customer made purchases: | ||
| 202 | |||
| 203 | 1. Identifier; | ||
| 204 | 1. Name; | ||
| 205 | 1. The number of customer's receipts in this e-store. | ||
| 206 | )))|(% style="border-color:white; width:599px" %){{lightbox image="pref_shops.jpg"/}} | ||
| 207 | |(% style="border-color:white; width:839px" %)((( | ||
| 208 | ==== {{id name="10"/}}Abandoned cart ==== | ||
| 209 | |||
| 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. | ||
| 211 | |||
| 212 | The following is displayed for each product: | ||
| 213 | |||
| 214 | 1. Name; | ||
| 215 | 1. Price; | ||
| 216 | 1. Date and time of adding to the cart. | ||
| 217 | )))|(% style="border-color:white; width:599px" %){{lightbox image="Basket.png"/}} | ||
| 218 | |(% style="border-color:white; width:839px" %)((( | ||
| 219 | ==== {{id name="08"/}}Interest in categories ==== | ||
| 220 | |||
| 221 | This is an optional functionality available on request. | ||
| 222 | |||
| 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**. | ||
| 225 | |||
| 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. | ||
| 227 | |||
| 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. | ||
| 230 | |||
| 231 | The page displays only the top product categories (up to 10 categories) in which the customer interested the most. | ||
| 232 | )))|(% style="border-color:white; width:599px" %){{lightbox image="interest.png"/}} | ||
| 233 | |||
| 234 | (% class="emoji-editor-bar" ng-version="13.3.12" %) | ||
| 235 | ((( | ||
| 236 | (% class="box infomessage" %) | ||
| 237 | ((( | ||
| 238 | If the **Calculate Customer Interests** option is disabled, the **Interest in categories** tab is not displayed in the Customer profile. | ||
| 239 | ))) | ||
| 240 | ))) |