Attributes are filters that you can use to customize your Smart Insight charts. Where available, they are listed to the right of the chart, and are grouped by category.
Using attributes to filter charts
Select the customer attributes that you want the charts to reflect and click Update charts to refresh the page.
If you select multiple Smart Insight attributes, then they are linked by the AND operator.
You cannot group attributes with the OR operator.
You can see at a glance how many contacts are represented and also quickly save this as a segment.
If you would like to create a complex segment by using different Smart Insight charts, then we recommend that you save the different segments and create a combined 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:
Note that by criteria filtering float type data (numbers with decimal separator) the upper and lower thresholds are considered to be part of the results.
For example:
I want to display all my customers with an Average order value between 10 and 20.99 USD.
10 ≦ Average order value ≧ 20.99
Use the following setting in Contacts > Segments:
Criteria with float type values are for filtering currency values or custom fields holding numeric data with decimal separators:
Default Smart Insight criteria:
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Average Order Value
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Spent in monetary interval
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Total lifetime spend
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Order total
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Price
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Total spent on selection
Custom criteria set during Smart Insight Onboarding:
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Weight
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Customer specific grading
Contact attributes
You can use any of your contact fields for filtering, except for multiple choice fields. For more information, see Fields for filtering in Resetting the contact fields.
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.
When combined with a Product category filter, Days since last purchase does not return those who purchased from the defined category during the specified timeframe. Use the Order(s) made X days ago filter for such cases. For more information, see Creating contact, email behavior, geolocation and Smart Insight segments.
- 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.
As the filter Days since last purchase relies on daily Smart Insight data uploads, it counts days differently than those filters which rely on dates (e.g. Order(s) made X days ago).
The data behind the filter Days since last purchase is calculated only at the daily Smart Insight Data Load, thus it remains unchanged until the next Data Load. Although the sales data is uploaded only on a daily basis in the example, the Order(s) made X days ago filter is calculated at each segmentation. It does not use saved result as Days since last purchase.
In our illustration, "contact A" made a purchase on the 2nd at 08:00. The daily purchase data uploads are started at 09:00.
Depending on the upload time the following is possible:
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X Days since last purchase |
Order(s) made X days ago |
|---|---|
|
0 Days since last purchase: When segmenting, Contact A is not listed until both the sales data upload and the SI data load is completed. However, Contact A continues to be listed as someone with a purchase on the current day until the next SI data load (before 09:00 on the 2nd). This might lead to a false positive result in cases when the segmentation is done before the uploaded is processed at the SI data load. |
Order(s) made 0 days ago: Contact A is listed only at the 3rd segmentation attempts. |
| X Days since last purchase | Order(s) made 1 days ago |
|---|---|
|
1 Days since last purchase: Contact A is not listed unless purchase date was already processed at the SI data load. Contact A will be returned at the 5th segmentation only (3rd of the month). However, Contact A would be still returned before the SI data load is processed on the 4th of the month. |
Order(s) made 1 days ago: Contact A is listed at the 4th and the 5th segmentation attempts. |
|
X Days since last purchase |
Order(s) made X days ago |
|---|---|
|
2 Days since last purchase: Following the above pattern, Contact A would be only listed on the 4th of the month after the purchase date is uploaded and processed. However, Contact A is also returned on the 5th of the month before the next SI data load. |
Order(s) made 2 days ago: Following the above pattern, Contact A would be listed on the 4th of the month already before the sales data is processed (SI data load). |
The uploaded sales data has to be processed by Emarsys. This might take hours by above average amount of data (large amount of purchases, for example, covering multiple days).
Based on the workings of the Days since last purchase filter, it is generally recommended to wait for the Sales Data Upload and the Smart Insight Data Load to be finished especially when filtering for purchase events on the current day.
Manual data uploads can be initiated at any time, but the upload and the Smart Insight Data Load must be completed for the calculations to be refreshed.
Purchase attributes
You can use any of your product and purchase fields for filtering. For more information, see Fields for filtering in Resetting the data file and Resetting the purchase fields.
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.
This filter excludes purchases without a value (such as gifts). It only consider purchase with a value greater than zero. To include also gift purchases, use the Date filter.
- 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).
- Email campaign category – Purchases are linked to campaigns in Emarsys. You can filter contacts based on the campaign’s category in Emarsys.
- Email campaign name – Purchases are linked to campaigns in Emarsys. You can filter contacts based on the campaign’s name in Emarsys.
Please note that you can only use the Email campaign category and Email campaign name attributes for email campaigns.
- Total spent on selection - You can search for customers who spent the specified amount of money on the selected categories, products or purchases (if you combine it with the Product category or purchase attribute filters) with this filter.
- 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 (set to 2) with the Title filter.
- This filter does not count refunded purchases.
- 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.
The following filters 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.
- 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 or region 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.
Website behavior attributes
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.