You can see the default filters available in the following Smart Insight reports in this article:
- Filters in the Customer Lifecycle Report
- Filters in the Lead Lifecycle Report
- Filters in the Average Order Report
- Filters in the Predictive Affinity Report
- Filters in the Past Purchases Report
- Filters in the Top Products Report
- Filters in the Retention Revenue Impact Report
- Filters in the Channel Revenue Impact Report
Notes:
- In addition to the default filters, Emarsys can create custom filters on request based on the data you provide via the sales, product file or your contact database. We can only create custom filters if the data is stored in custom fields in your files.
- Adding new filters after Smart Insight was implemented on your account requires a full data reload. Try to figure out which filters do you need at the beginning of the implementation process to avoid reloading your data. Please note that it’s possible to extend your current data structure without a full data reload if you don’t need to apply that change retroactively (i.e. you don't need to reload your historical data). For example, you can add a new field to your purchase data without a full data reload if you will start to upload this data into Smart Insight from the following day.
- For more information on Smart Insight filters, see Smart Insight Attributes.
Filters in the Customer Lifecycle Report
The following filters are available on the Customer Lifecycle screen:
- Generated (missing from Emarsys)
- Customer lifecycle stage
- Buyer status
- Total lifetime purchases
- Total lifetime spend
- Average order value
- Days since last purchase
- Days since last engagement
- Category (from level 1 up to 5)
- Purchase Attribution
- Campaign Name
- Campaign Category
- Spent in the last 24 months
The Spent in the last 24 months filter is only available if Smart Insight was implemented on your account after May 2016. The filter is also available on request. It is set to 24 months by default.
Filters in the Lead Lifecycle Report
The following filters are available on the Lead Lifecycle screen:
- Lead lifecycle stage
- Days since registration
- Days since last engagement
Filters in the Average Order Report
The following filters are available on the Average Order screen:
- Customer lifecycle stage
- Buyer status
- Total lifetime purchases
- Total lifetime spend
- Days since last purchase
- Days since last engagement
- Order(s) made X days ago
- Purchase Attribution
- Campaign Name
- Campaign Category
- Spent in the last 24 months
The Spent in the last 24 months filter is only available if Smart Insight was implemented on your account after May 2016. The filter is also available on request. It is set to 24 months by default.
Filters in the Predictive Affinity Report
The following filters are available on the Predictive Affinity screen:
- Customer lifecycle stage
- Buyer status
- Days since last website visit
- Affinity
The Affinity and Affinity category fields are only available if you are using Predict.
- Affinity category
Filters in the Past Purchases Report
The following filters are available on the Past Purchases screen:
- Generated (missing from Emarsys)
- Customer lifecycle stage
- Buyer status
- Order(s) made X days ago
- Products
- Category (from level 1 up to 5)
- Purchase Attribution
- Campaign Name
- Campaign Category
- Products Wildcard
Filters in the Top Products Report
The following filters are available on the Top Products screen:
- Customer lifecycle stage
- Buyer status
- Days since registration
- Days since last engagement
- Order(s) made X days ago
- Category (from level 1 up to 5)
- Purchase Attribution
- Campaign Name
- Campaign Category
- Products Wildcard
Filters in the Retention Revenue Impact Report
The following filters are available on the Retention Revenue Impact screen:
- Customer lifecycle
- Buyer status
- Total lifetime purchases
- Total lifetime spend
- Products
- Category (from level 1 up to 5)
- Purchase Attribution
- Campaign Name
- Campaign Category
- Spent in the last 24 months
The Spent in the last 24 months filter is only available if Smart Insight was implemented on your account after May 2016. The filter is also available on request. It is set to 24 months by default.
Filters in the Channel Revenue Impact Report
The following filters are available on the Channel Revenue Impact screen:
- Customer lifecycle stage
- Buyer status
- Total lifetime purchases
- Total lifetime spend
- Products
- Category (from level 1 up to 5)
- Purchase Attribution
- Campaign Name
- Campaign Category
- Spent in the last 24 months
The Spent in the last 24 months filter is only available if Smart Insight was implemented on your account after May 2016. The filter is also available on request. It is set to 24 months by default.
Filter types
The following filter types are available in Smart Insight:
- Slider
- Search box
- Date range
- Checkbox
The Checkbox filter type is for fields where the number of different values are less than 100.
It is not recommended having more than 10 different values.
Data source of Smart Insight reports
You can see the possible data sources of the filters available on the Smart Insight reports here:
| Report |
Data source of filters |
|---|---|
|
Past Purchase |
|
| Customer Lifecycle |
|
| Lead Lifecycle |
|
| Average Order |
|
| Predictive Affinity |
|
| Top Products |
|
| Retention Revenue Impact |
|
| Channel Revenue Impact |
|