Select the customer attributes that you want the charts to reflect and click Update charts to refresh the page.

You can see at a glance how many contacts are represented and also quickly save this as a segment.

You can use these segments as they are (e.g. as recipient sources for email or SMS campaigns), or combine them with existing segments for more targeted engagement.

Emarsys provides a number of standard attributes by default, but you can also include additional filters during the setup process. Only the relevant attributes are displayed for each chart, and this is also customizable during the setup process.

If you want to save a particular configuration of attributes as your default view, click the Save icon at the bottom of the attributes column:

On many tabs, you can also export the data current being displayed by clicking the export icon in the top right corner:

These segment the contacts by their status in the various lifecycles:

• Customer lifecycle status - You can filter contacts based on their Customers by lifecycle stage.
• Lead lifecycle status - You can filter contacts based on their Lead Lifecycle Status.
• Buyer status - You can filter contacts based on their buyer status.

Or by their engagement and purchase history:

• Days since last engagement – You can filter customers based on the number of days that have passed since their last engagement. Engagement is defined as visiting the website, clicking a link in an email or making a purchase.
• Days since last purchase – You can filter contacts based on the number of days that have passed since their last purchase. For example, you can filter for contacts who made their last purchase in the last 180 days by setting the time range between 0 (i.e. the current day) and 180 days.

• Days since registration – You can filter contacts based on the number of days that have passed since their registration. For example, you can filter for contacts who registered 30 to 60 days ago.
• Spent in monetary interval – You can filter customers based on the amount of money they spent during the Monetary interval set in your Smart Insight settings.
• Total lifetime purchases – You can filter customers based on the number of purchases they made during their entire purchase history. For example, you can filter for contacts who have made at least 2 but no more than 5 purchases during their purchase history.
• Total lifetime spend – You can filter your customers by the amount of money they spent through their entire purchase history. For example, you can filter those customers who spent a considerable amount of money a few years ago but became low spenders in the last year. You can use this filter to encourage these contacts to make further purchases.
• Average order value – You can specify the average order value range and filter your contacts based on that.
• Generated (missing from Emarsys) – You can filter out those contacts from your reports who are missing from the Emarsys contact database.
• Email – You can filter contacts based on their email address.
• First registration – You can filter contacts based on their first registration date. All contacts who registered during the selected timeframe will be included in the charts.

You can move the slider or enter numbers in the fields. The range is defined by you during setup.

These segment the charts according to the products purchased:

• Order(s) made X days ago – You can filter for contacts who made a purchase during the specified time period. This purchase is not necessarily their last purchase.

• Order total – You can filter contacts based on the total value of one of their purchases. If you define a range, then the chart will display only those purchases that are included within the range set. For example, if you set the range between $100 and $250, and a contact has previously bought 4 pairs of socks for $40, then 2 pairs of shoes for $150, and finally, 3 designer shirts for $450, then only the second purchase will be displayed in the charts.
• Sales amount – You can filter contacts by the price of the products they have purchased. For example, if a contact has bought a pair of shoes for $75 and a designer leather belt for $250 and you set the range between 50 and 200, then only the first purchase will be displayed in the charts.
• Date – You can select a time range and filter for contacts who have made at least one purchase during that period. This filter includes purchase with zero value (gifts) when searching for contacts.
• Quantity – You can define a range and filter contacts based on the number of identical items they have bought as part of a single order. For example, if you set the range between 3 and 10 and one of your contacts has made 3 different purchases: first, the customer bought a jacket, then 3 pairs of the same shoes and finally, 5 T-shirts (of the same kind), then only the last two purchases will be displayed in the charts.
• Product category – You can filter contacts based on the category of the product they have purchased.
• Attribution channel – The channel responsible for the purchase (currently, email, In-app and Push campaigns).
• Campaign category – Purchases are linked to campaigns in Emarsys Suite.  You can filter contacts based on the campaign’s category in Emarsys Suite.
• Campaign name – Purchases are linked to campaigns in Emarsys Suite. You can filter contacts based on the campaign’s name in Emarsys Suite.
• Purchase number – This counts orders rather than total items bought. You can filter contacts by determining the exact number of their purchase from a series of purchases. For example, you can filter for contacts who bought red shoes at the time of their second purchase by combining this one with the Title filter.
• External id – If you use an external id to identify your customers, products or stores, then you can filter contacts by this id.
• Title – You can filter contacts by the title of the products they have purchased.
• Item – You can filter contacts by the identifier that is used to connect products with purchases.

• Sales channel – You can filter contacts based on the sales channel (i.e. either offline or online) through which they have purchased products.
• Store id – You can filter contacts based on the id of the store where they have made purchases.
• Name – You can filter contacts based on the name of the store where they have made purchases.
• Open date – You can filter contacts who have made purchases in a store based on the date when the shop was opened.
• Country code – You can filter contacts based on the country code of the store where they have made purchases.
• City – You can filter contacts based on the location (city) of the store where they have made purchases.
• Postal code – You can filter contacts based on the postal code of the store where they have made purchases.
• Size – You can filter contacts based on the floor area of the store where they have made purchases.
• Category – You can filter contacts based on the category of the shop where they have made purchases.

Start typing any part of the product or category name and dynamic search will display all possible entries. Multiple entries are possible.

• Product (wildcard)

You can also use the wildcard characters ^, $, .* and | in your search. This feature is available on demand from Emarsys Support, and works as follows:

• ^den – Returns any product name that starts with den, such as denim.
• den$ – Returns any product name that ends with den, such as garden.
• d.*n – Returns any product name with these a d and an n in that order, anywhere, such as denim, garden or donkey.
• gar|den|nim – A pipe can be used for multiple values and returns and product name that contains any of them, such as garden, denim or nimble.

These segment the charts according to their browse patterns:

• Affinity to product categories – This shows only contacts who have browsed items in defined categories.
• Days since last website visit – This helps you refine the chart according to recency.