Logo Help Portal
  • Getting Started

    Introduction

    • Onboarding overview
    • Project Initiation
    • Email compliance
    • Account Administration

    Data

    • Data exchange
    • Data onboarding
    • Web data collection

    Channels

    • Email onboarding
    • Smart Insight
    • Predict
  • Training
    • Online Self Learning
    • Onboarding Videos
    • Instructor Led Training
    • Webinars
    • Seminars
  • User Guides

    Strategy

    • Personalization
    • Automation
    • Data Monitoring

    Channels

    • Email
    • Mobile Apps
    • Web
    • Ads

    Add-ons

    • Smart Insight
    • Predict
    • Incentive Recommendation
    • AIM
  • News & Support

    News

    • What’s New in the Emarsys Platform
    • Pilot features
    • Articles on Data Protection and GDPR
    • Release notes - archive

    Support

    • Help and Support at Emarsys
    • Managing your user profile
  • |
  • Developers
  • System Status
Need help? Submit a request
English Deutsch Español Français Русский Türkçe 简体中文
Sign in
  • Documentation_-Strategy_- Smart Insight
  • The Smart Insight Screens
  • 0 Documentation_-Strategy_- Smart Insight The Smart Insight Screens

In this section:

  • The Smart Insight Dashboard
  • Customer Lifecycle Report
  • Lead Lifecycle Report
  • Average Order Report
  • Predictive Affinity Report
  • Past Purchases Report
  • Top Products Report
  • Retention Revenue Impact Report
  • Channel Revenue Impact Report
  • Smart Insight Account Settings
  • See more

in Emarsys42

    Expand all

    Smart Insight Account Settings

    Updated: December 18, 2017 12:52

    The Account Settings page is where you can check the status of your Smart Insight data.

    Contents:

    • The Overview tab
    • Data Quality
    • eRFM analysis scoring and rules
    • Data Load History tab
    • Troubleshooting failed uploads

    The Overview tab

    The Overview tab shows your Smart Insight configuration settings, which define the conditions under which contacts enter or leave your customer lifecycle stages. It also gives you the overall number of customers and leads in your contact database.

    The settings cannot be modified here. If you want to make changes, please contact Emarsys Support.

    Data Quality

    In the Contacts section you can see how much of your web shop activity comes from new contacts and how much from contacts already in your database. The figures for new contacts or products are color-coded, with orange indicating >5% of the total and red indication >10% of the total.

    • Emarsys contacts – These contacts are already in your database and were matched to purchase data via the external ID.
    • Unidentified contacts – These are new contacts whose purchase activity has been uploaded from the sales_items table but who have not yet been added to your Emarsys database by the contacts data upload. If this number grows or remains unusually high, that could be an indication of corrupt import files or a problem with the unique identifier. You can then download the unidentified contacts as a .csv file and process them manually in order to identify any issues with the data.

      Note: It may also be that offline purchases, i.e. from customers in a physical shop, may be included here, in which case large numbers of unidentified contacts would not be unusual.

    In the Data sets section you can see the status of the latest data uploads. Green indicates a successful upload, red indicates that the last upload was more than 2 days ago.

    In the Products section you can see how many new products have not yet been added to Smart Insight in the Products data upload. As for contacts, unusual figures here could be an indication of corrupt import files.

    • Unidentified products – These are products which have not been matched with any existing entries in the product catalog already uploaded to the your Emarsys database. You can download these unidentified products as a .csv file and process them manually to identify any issues with the data.

    eRFM analysis scoring and rules

    This displays your lifecycle stages and with their exact meanings. Clicking See report to open the relevant reporting page.

    Data Load History tab

    This shows successful and unsuccessful contact, product and sales_items file uploads for the last 30 days.

    These figures are also color coded: red signifies an unsuccessful file load, yellow denotes a missing upload for the specific day, and green lists successful uploads. Click a date to expand the line and show details for each data upload.

    Troubleshooting failed uploads

    If you click on an unsuccessful upload it will then provide a meaningful indication of what caused the upload to fail so that you can identify and fix the issue yourself. For example, if words were used in a numerical field it could come back with the following error: “quantity is an invalid integer.”

    Note: The contacts_extract.csv file is uploaded by Emarsys and contains your Emarsys contacts.


    Was this article helpful?

    Have more questions? Submit a request
    Return to top

    You may also be interested in:

    Related articles

    • Data Load
    • Smart Insight FAQ
    • Configuring your Smart Insight screens
    • Uploading your sales data
    • Smart Insight onboarding
    Copyright © 2019 Emarsys eMarketing Systems. All rights reserved
    Legal Notice Privacy Policy Master Services Agreement Anti-spam Policy
    test new search