On the Smart Insight Settings page, you can check your Smart Insight configuration.
To change the Smart Insight Settings, click the Edit button on the bottom of this page. For more information, see Modifying your Smart Insight Settings.
As a quick reminder, here is the onboarding video about Smart Insight Settings:
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 customer lifecycles by matching the behavior of your contacts to the parameters shown 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 is shown on the Customer Lifecycle Dashboard and metrics.
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.

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Lead Lifecycle Status - Leads are categorized as contacts who have not yet made a purchase. 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.

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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.
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Buyer Status - Smart Insight determines the Buyer Status of your customers 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.

The Contact Fields tab
Your contact field settings that were configured during the Smart Insight onboarding process are displayed on this tab:
- Unique identifier - The field that you use for linking your contacts to their purchases. The values in this column will be matched to the contact identifier field values in your uploaded sales data files.
- 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.
The Product Fields tab
Your product field settings that were configured during the Smart Insight onboarding process are displayed on this tab:
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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.
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Product Field References:
- 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 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.
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 process are displayed on this tab:
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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.
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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 catalog 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.
- Purchase Fields - Here you can see the Position, Field name, Data Type of your purchase fields and if they are Available for filtering.
The Store Fields tab
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Your store field settings that were configured during the Smart Insight onboarding are displayed on this tab.
Here you can see the following fields:
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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.
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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.
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.
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 the selected 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.