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.

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.

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.

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.