Settings:: Modifying your Smart Insight Settings – Emarsys

On the Management > Smart Insight Settings page, you can modify the configurations that you set up during the Smart Insight onboarding process.

Only BI Administrators can access Smart Insight. You can edit your Smart Insight Settings only if the Access Settings toggle is activated under Management > User Management > Roles.
If your user role is different than BI Administrator, then you can check your Smart Insight configuration but cannot modify it.

The eRFM Parameters tab

Your eRFM parameter settings that are used by Smart Insight for customer lifecycle categorization are displayed on this tab. Smart Insight categorizes the customer lifecycles by matching the behavior of your contacts to the parameters defined here. The eRFM parameters should match your business model and objectives.

The following information is displayed on this tab:

General Settings:

◦ Currency - The selected currency that will be shown in the Buyer Status.

The currency shown here is not identical with the base currency of your account.

◦ Refunds - This setting determines whether fully refunded purchases affect lifecycle calculations. For example, if it is turned on, then a First-time buyer whose purchase has been refunded will revert to a Lead. If it is turned off, then this customer will stay a First-time buyer.

The Refunds affect lifecycle calculations option and orders with 0 sales amount:

Regardless of whether the Refunds affect lifecycle calculation option is turned on or off, orders with 0 sales amount will not affect the Customer Lifecycle calculations.
If the Refunds affect lifecycle calculation option is turned on, then refunds will affect the number of orders, except for orders with 0 sales amount.

The fields Unidentified contacts and New store interval are currently on Pilot release for Retail clients only. If you are interested in participating in the Pilot phase, please speak to your Success Manager.

Unidentified contacts - You can check whether or not your lifecycle calculations contain purchases made by non-identified contacts.
New store interval - After your stores were opened, they will be regarded as new during this period.

Lead Lifecycle Status - Leads are contacts who have not made a purchase yet. Here you can see your Cold lead limit and Inactive lead limit. Your leads are divided into four categories based on these values:
- New lead, Active lead, Cold lead and Inactive lead. For more information, see Lead Lifecycle Status.

Customer Lifecycle Status - Smart Insight divides your customers into the following five categories based on your Defecting recency limit and Inactive recency limit:
- Lead, First-time buyer, Active customer, Defecting customer and Inactive customer. For more information, see Customers by lifecycle stage.

Buyer Status - Smart Insight determines the Buyer Status of your customers is determined based on how much money they spent during the Monetary interval set. Your customers are divided into five Buyer Status categories:
- Low spender, Normal, Silver, Gold and Platinum. For more information, see Customers by buyer status.

Modifying the eRFM Parameters

To modify the settings of your eRFM parameters, click Edit.

General Settings

Select your currency - Here you can modify your currency.

The currency that you specify here is not identical with the base currency of your account.

Refunds - This setting determines whether purchases that have been fully refunded should be removed from your reports. This can affect the lifecycle status of your contacts. For example, if a customer is a First-time buyer, then their lifecycle status will revert back to Lead after receiving a full refund.

The fields Unidentified purchases and New store interval are available to Emarsys Retail clients only. If you are interested in learning more about Emarsys Retail, please contact your Client Success Manager.

Unidentified purchases (Unidentified contacts) - You can exclude purchases made by unidentified contacts from your lifecycle reports by switching this toggle.

The changes will apply retroactively and take effect after the next daily load.

New store interval - After your stores were opened, they will be regarded as new during this period.

Lead Lifecycle Status

Here you can modify the following values:

Cold lead limit - The interval after which an Active lead becomes a Cold lead.
Inactive lead limit - The interval after which a Cold lead becomes an Inactive lead.

Customer Lifecycle Status

Here you can modify the following values:

Defecting recency limit - The interval after which a First-time buyer or Active customer becomes a Defecting customer.
Inactive recency limit - The interval after which a Defecting customer becomes an Inactive customer.

Buyer Status

Here you can modify the following values:

Monetary interval - The Buyer status of your contacts will be determined based on the purchases they made during this time range.
Buyer statuses - These are determined based on how much money your contacts spent during the specified Monetary interval.

You can also perform the following actions:

You can rename already existing Buyer statuses. For example, you can rename the status Platinum to Power buyer.
To define a new Buyer status, click Add new buyer status.

To remove a Buyer status, click .

To finalize your changes, click Save.

The Contact Fields tab

Your contact fields settings that were configured during the Smart Insight onboarding are displayed on this tab:

Unique identifier - The field used for identifying your contacts when they make a purchase. The values in this column will be matched to the contact identifier field values in your uploaded sales data files.

If you change the Unique identifier in the contact fields and the Contact identifier in the sales data file, then it will not create duplicate contacts in the Smart Insight database. In this case, you dont need to reload your data because the contacts will be identified retrospectively during the next data load.

Date of registration - The field used for storing the registration date of your customers.
Contact Fields - The fields used for filtering your Smart Insight reports and for creating contact segments.

Resetting the contact fields

Before resetting your contact fields, make sure you read and understand the process and its impact as described below, and are prepared to make the necessary changes.

Resetting your contact fields is an invasive operation that can severely impact your scheduled campaigns and automated programs.

Setting up the new contact fields is followed by an automatic process that involves the following:

1. Recreating your contact table in the database. Data from fields that did not change (i.e. that were present in the original configuration with the same name and data type) will be copied over. There are two possible scenarios:

If you only want to delete some fields from the contact file configuration, then a daily load is not necessary, your contact data will be complete and available for segmentation.
If new fields are added, then those are created in the database with empty values by default. To make your contact data complete and available for segmentation again, a daily load is necessary.

2. Updating the contact attributes available for creating Smart Insight segments to reflect the changes. If a Smart Insight segment references a contact attribute which has been deleted, the segment will fail. Please check all such segments and update them accordingly.

1. To modify your contact fields, click Reset.

2. You can modify the following fields:

Unique identifier
Date of registration
Fields for filtering

To select or remove Fields for filtering, switch the toggle.

The changes will only take effect after you have confirmed and saved them.
You need to consider which fields you want to appear as attributes for creating segments from your Smart Insight reports, and select only those. You cannot select multiple choice fields for filtering. Some contact fields are unsuitable for filtering, for example First Name and Last Name. We do not recommend choosing, for instance, the Last Name field for such purposes because filtering your reports by the contacts' last names (e.g. Smith) would not help you customize the Smart Insight charts effectively.
You can change these settings later. You will still be able to add new fields as attributes for segmentation, or remove the ones you previously selected.
The Web Extend fields Predict top categories and Predict last session date are selected by default. These are used by our data collection scripts to store information about the online behavior of your contacts.

3. To finalize your changes, click Save.

The Product Fields tab

Your product field settings that were configured during the Smart Insight onboarding are displayed on this tab:

File Settings:
- File Pattern - The file name pattern used by Smart Insight when searching for uploaded product data files.
- Delimiter - The character that divides the fields in your uploaded product data CSV file. (Traditionally, it is a comma.)
- Quote - The character that is used to enclose field values in your CSV file that contain the delimiter character.
Product Field References:
- Identifier - The field that you use to identify your products and link them to purchases. The values in this column will be matched to the product identifier field values in your uploaded sales data files.
- Category - The field that contains the product category information.
- Title - The field that contains the product name.
Product Fields - Here you can see the Position, Field name, Data Type of your product fields and if they are Available for filtering.

Resetting the product data file

Before resetting your product data file, make sure that:

You read and understand the process and its impact as described below,
You are prepared to make the necessary changes,
A full product data file (using the new format) is available for upload and
You are ready to adjust all of your segments using product data fields.

Resetting your product data file structure is an invasive operation that can severely impact your scheduled campaigns and automated programs.

Setting up the new product data file is followed by an automatic process that involves the following:

1. Recreating your product table in the database. Data from fields that did not change (i.e. that were in the original configuration with the same name and data type) will be copied over. There are two possible scenarios:

If you want to delete some fields from the product data file, then you do not have to upload your full product data file.
If new fields are added, then those are created in the database with empty values by default. To make your product data complete and available for segmentation again, a full product data file upload is necessary.

2. Updating the product attributes available for creating Smart Insight segments to reflect the changes. If a Smart Insight segment references a product attribute which has been deleted, the segment will fail. Please check all such segments and update them accordingly.

1. To reset your product data file, click Reset.

2. Copy the first 5-10 rows of your product data file and paste them here, then click Next.

Make sure that the first row contains the field names (header).

3. Smart Insight automatically detects the following values:

a. Delimiter

b. Quote

c. File name - Enter a pattern that contains wildcard characters (e.g. product*.csv or sales_data*.csv) because you will have to give a unique name to each file that you will upload later.

If the values were not correctly detected, you can specify them manually.

When you are ready, click Next.

4. Smart Insight automatically detects the fields below:

Product identifier
Product category
Product name
Fields for filtering

If the fields were not correctly detected, you can select the fields and their data type manually.

You need to consider which fields you want to appear as attributes for creating segments from your Smart Insight reports, and select only those. Some product fields are unsuitable for these purposes, for example zoom_image. We do not recommend choosing, for instance, the zoom_image field for filtering because it contains long URLs and filtering your reports by this field would not help you customize the Smart Insight charts effectively.
The changes will only take effect after you have confirmed and saved them.

5. To finalize your changes, click Save.

The Purchase Fields tab

This tab is not available if you are using our Batch Sales Data Load solution. In this case, you can check your sales data loads and data quality notifications on the Management > Sales Data Loads page.

Your purchase field settings that were configured during the Smart Insight onboarding are displayed on this tab:

File Settings:
- File Pattern - The file name pattern used by Smart Insight when searching for uploaded sales data files.
- Delimiter - The character that divides the fields in your uploaded sales data CSV file. (Traditionally, it is a comma.)
- Quote - The character that is used to enclose field values containing the delimiter character in your CSV file.
Purchase Field References:
- Product Identifier - The field that is used to identify your products and link them to purchases. The values in this column will be matched to the product identifier field values in your uploaded product data files.
- Purchase Identifier - The field that is used to identify your orders.
- Purchase Date - The field that contains the date of your purchases.
- Contact Identifier - The field that is used to identify your contacts and link them to purchases. The values in this column will be matched to the external identifier field values specified in Contact Fields.

Price - The field that contains the sales amount of each purchase.
Quantity - The field that contains the quantity of the products sold in each sales line item.

The Sales Channel and Store Identifier field references are currently on release for Retail clients only. If you are interested in participating in the Pilot phase, please speak to your Success Manager.

Sales Channel - The field that contains the sales channel of the products sold in each sales line item. Currently, only “offline” and “online" sales channels are supported.
Store Identifier - The field that is used to identify your stores and link them to purchases. The values in this column will be matched to the store identifier field values in your uploaded store data files.

Purchase Fields - Here you can see the Position, Field name, Data Type of your purchase fields and if they are Available for filtering.

Resetting the purchase fields

Before resetting your purchase fields, make sure that:

You read and understand the process and its impact as described below,
You are prepared to make the necessary changes,
A full historical sales data file (using the new format) and the product data file are available for upload and
You are ready to adjust all of your segments using purchase fields.

Resetting your purchase fields is an invasive operation that can severely impact your scheduled campaigns and automated programs.

Setting up the new purchase fields is followed by an automatic process that involves the following:

Recreating your purchase table in the database. Data from fields that did not change (i.e. that were present in the original configuration with the same name and data type) will be copied over. There are two possible scenarios:
1. If you only want to delete some fields from the purchase file configuration, then you do not have to empty your database and upload your full historical sales data file and your complete product data file.
2. If new fields are also added, then the solution is a bit more complicated. New fields are created in the database filled with an empty value by default. You only need to reload your data into Smart Insight if you would like to populate the new field for historical purchases (otherwise, it will be empty). In this case, you have to empty the entire database and upload your full historical sales data file and your complete product data file.
Updating the purchase attributes available for creating Smart Insight segments to reflect the changes. If a Smart Insight segment references a purchase attribute which has been deleted, the segment will fail. Please check all such segments and update them accordingly.

1. To reset your purchase fields, click Reset.

2. Copy the first 5-10 rows of your sales data file and paste them here, then click Next.

Make sure that the first row contains the field names (header).

3. Smart Insight automatically detects the following values:

a. Delimiter

b. Quote

c. File name - Enter a pattern that contains wildcard characters (e.g. product*.csv or sales_data*.csv) because you will have to give a unique name to each file that you will upload later.

If these values were not correctly detected, you can specify them manually.

When you are ready, click Next.

4. Smart Insight automatically detects the fields below:

Contact identifier
Product identifier
Purchase identifier
Purchase date
Price
Quantity
Fields for filtering

If the fields were not correctly detected, you can select the fields and their data type manually.

You need to consider which fields you want to appear as attributes for creating segments from your Smart Insight reports, and select only those. Some sales data fields are unsuitable for these purposes, for example customer_name. We do not recommend choosing, for instance, the customer_name field for such purposes because filtering your reports by this field would return results related to a single customer that would not help you customize the Smart Insight charts effectively.
The changes will only take effect after you have confirmed and saved them.

5. To finalize your changes, click Save.

The Store Fields tab

If you are interested in learning more about Emarsys Retail, please enter your details to request a demonstration.

Available to Retail customers with packages: Essential Advanced Max AI

Your store field settings that were configured during the Smart Insight onboarding are displayed on this tab:

File settings:
- File pattern - The file name pattern used by Smart Insight when searching for uploaded store data files.
- Delimiter - The character that divides the fields in your uploaded store data CSV file. (Traditionally, it is a comma.)
- Quote - The character that is used to enclose field values containing the delimiter character in your CSV file.
Store field references:
- Store identifier - The field that is used to identify your stores and link them to purchases. The values in this column will be matched to the store identifier field values in your uploaded sales data file.
- Store name - The field that contains the name of the stores.
- Open date - The field that contains the date when your stores were opened.
- Country code - The field that contains the country or region code of the stores.
- City - The field that contains the city where your stores are located.
- Address - The field that contains the address of your stores.
- Postal code - The field that contains the postal code of your stores.
- Latitude - The field that contains the latitude of your stores’ GPS coordinates.
- Longitude - The field that contains the longitude of your stores’ GPS coordinates.
- Size - The field that contains the size of the stores.
- Store category - The field that contains the store category information.
Store fields - Here you can see the Position, Field name, Data type and Format of your store fields and if they are Available for filtering.

Resetting the store fields

Before resetting your store fields make sure that:

You read and understand the process and its impact as described below,
You are prepared to make the necessary changes,
A full historical store data file (with the new format) and product catalog are available for upload and
You are ready to adjust all your segments that use store fields.

Resetting your store fields is an invasive operation that can severely impact your scheduled campaigns and automated programs.

If you need to change the structure of your store data files (e.g. you would like to add or delete fields or use a different field as a reference), then you can repeat the initial setup process to configure the store file by clicking the Reset button. This process allows you to change the format and structure of your store data file without any restrictions.

Setting up the new store fields is followed by an automatic process that involves the following:

1. Recreating your store data in the database. During this process only the data in the fields that did not change will be preserved (i.e. the fields that were present in the original configuration with the same name and data type). There are two possible scenarios:

a. If you would like to delete some fields from the store file configuration, then you do not have to empty the entire database and upload your full historical store data file and your complete product catalog.

b. If new fields are also added, then the solution is a bit more complicated. New fields are created in the database filled with an empty value by default. It is not possible to upload missing (empty) custom field data for already existing stores, so a full reload is necessary. In this case, you have to empty the entire database and upload your full historical store data file and your complete product catalog.

2. Recreating all filters that reference store fields. This can potentially break existing segments; therefore, to ensure flawless operation, all segments using store filters should be recreated after the change is completed.

1. To reset your store data, click Reset.

2. Copy the first 5-10 rows of your store data file and paste them here, then click Next.

Make sure that the first row contains the field names (header).

3. Smart Insight automatically detects the following values:

a. Delimiter

b. Quote

c. File name - Enter a pattern that contains wildcard characters (e.g. store*.csv) because you will have to give a unique name to each file that you will upload later.

If the values were not correctly detected, you can specify them manually.

When you are ready, click Next.

4. Smart Insight automatically detects the fields below:

Store Identifier
Store Name
Open Date
Country Code
City
Address
Postal Code
Latitude
Longitude
Size
Store Category
Fields for filtering

If the fields were not correctly detected, you can select the fields and their data type manually.

You need to consider which fields you would like to use for filtering your reports and segmenting your stores, and select only those. Some store data fields are unsuitable for this purpose, for example, images. We do not recommend choosing, for instance, the image field for such purposes because filtering your reports by this field would not help you customize the Smart Insight charts effectively.
The changes will only take effect after you have confirmed and saved them.

5. To finalize your changes, click Save.

The FTP Account tab

Your Server address and Username that are used to log into our secure FTP server and upload your data files are displayed on this tab.

Here you can:

Copy the Server address and Username that are used to log into our secure FTP server and upload your data files by clicking the icon.

Regenerate your account password if you forgot it by clicking the Regenerate Password button.

Due to a change in our back-end, after regenerating your password, you no longer need to send your new password to Emarsys Support in order to update it manually.

The Advanced tab

Your Automatic Daily Load and Primary Category Level settings that were configured during the Smart Insight onboarding process are displayed on this tab:

Automatic Daily Load - The time (time zone is CET/CST) when the Automatic Daily Load starts if it is enabled.

Delays may occur due to congestion during the selected time period.

Primary Category Level - The selected Primary Category Level. Smart Insight supports 5 distinct product category levels. Our reports and metrics are aggregated and precalculated based on one of these levels.

1. To modify the values below, click Edit.

Load Start Time

You can turn off Automatic Daily Load by switching the toggle.

Primary Category Level

We recommend selecting the second product category level as the default Primary Category Level, except in the following cases:

If you have only one product category level, then select that one.
If another product category level meets your requirements better than the second level, then select that one.

2. To save your changes, click Save.

Reloading all customer data

Before you start reloading your customer data, please make sure you read and understand the process and its impact as described in Reloading data into Smart Insight.

Need assistance with your Emarsys product?
We'll get you the help you need!

The Smart Insight Screens