If you are using the Emarsys customer intelligence module Smart Insight, you can also add filter criteria based on eRFM activity and web behavior.
Notes:
- To display values in free text fields on the UI, you need to enter at least 2 characters by default. If you would like change that limit to 1 character or change the free text filter to a checkbox (if the specific field contains less than 50 values), then please contact Emarsys Support.
- Smart Insight can only display less than 100 different values for criteria in checkbox format (each value with a checkbox of its own). Criteria set with this format are not displayed when searching for a new criteria to add to the segment. To avoid this, please contact Emarsys Support to set a different display method for the particular criteria instead of the checkbox format.
When you save a segment in Smart Insight, a segment is created in Emarsys using the filters currently applied on that report.
To save a segment in Smart Insight, proceed as follows:
These segments are initially saved with a single Smart Insight criterion taken from the report. You can further modify this criterion by clicking Edit:
All additional attributes that you add here will be linked by the AND operator (i.e. all must be true for all contacts in the segment).
By attributes which can take multiple values, such as “Item”, there is an OR connection between the different values within the attribute.
You can create new criteria by clicking +. In this case, you have the choice between the AND and OR operators.
You can also define the operators between the Smart Insight, Contact and Behavior criteria by selecting Advanced Filter Options.
When combining multiple criteria types, the operator for the Contact and Behavior criteria are first applied, and then the operator for the Smart Insight criteria. In other words, your filter syntax looks like this: ([Contact criteria AND/OR Behavior criteria] AND/OR [Smart Insight criteria]).
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:
Relevant criteria are 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 | Purchases | Website behaviour |
|---|---|---|
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Smart Insight segment use cases using default filters
The following filter setup examples will help you to create your own segments for some basic use cases:
If you would like to create a segment that includes customers who bought a specific product the previous day, then use the filters Item and Order(s) made X days ago together. In this case, we recommend that you proceed as follows:
- Click the + icon.
- Select the Item and the Order(s) made X days ago filters and set them as required.
- Click OK only when you are ready.
As a result, the two filters will be grouped together automatically. So, this segment will contain only those contacts who purchased the product defined by the Item filter yesterday.
This is how your Smart Insight criteria will look like if the filters are grouped automatically:
If you have selected one filter first, accidentally clicked OK, and added the other filter by clicking the + icon again, then filters will be linked by the OR or AND operator, and you will not achieve the desired result.
If, for example, the filters are linked by the AND operator, then your segment will contain customers who purchased the specific product previously and placed an order yesterday (which can refer to any other product). In this case, the timeframe defined by the Order(s) made X days ago filter applies to any item customers ordered the previous day and it is not limited only to the product specified in the Item filter.
The lowest possible value for the filter Order(s) made X days ago is defined the oldest purchase date. It cannot be set to an earlier date.
You can modify the filter by clicking the Edit button.
This is how your Smart Insight criteria will look like if the filters are linked by the AND operator:
If you would like to create a segment that includes customers who placed a specific number of orders during a defined timeframe, then use the filters Date and Total orders in selection together.
Date is a custom filter that is not available in Smart Insight by default. If you would like to use custom filters, please contact Emarsys Support.
In this case, proceed as follows:
- Click the + icon.
- Select the Date and the Total orders in selection filters and set them as required.
When specifying the value for the Total orders in selection filter, enter a value that is greater than or equal to 1. 0 is an invalid value.
- Click OK only when you are ready.
This is how your Smart Insight criteria will look like if the filters are grouped automatically:
If you would like to create a segment that includes customers who placed more than the specified number of orders in the last specified number of days, then use the filters Order(s) made X days ago and Total orders in selection together.
In this case, proceed as follows:
- Click the + icon.
- Select the Order(s) made X days ago and the Total orders in selection filters and set them as required.
- Click OK only when you are ready.
This is how your Smart Insight criteria will look like if the filters are grouped automatically:
If you would like to create a segment that includes customers who made a purchase for the first time during a defined timeframe, then use the filters Date and Purchase Number together.
Date is a custom filter that is not available in Smart Insight by default. If you would like to use custom filters, please contact Emarsys Support.
In this case, proceed as follows:
- Click the + icon.
- Select the Date and the Purchase Number filters and set them as "1".
- Click OK only when you are ready.
This is how your Smart Insight criteria will look like if the filters are grouped automatically:
If you would like to create a segment that includes customers who placed a specific order on a designated date as their last purchase since, then use the following filters:
- Item
- Orders made x days ago
- Days since last purchase
In this case, proceed as follows:
- Click the + icon.
- Select the Item, the Orders made x days ago and the Days since last purchase filters and set them as required.
- Click OK only when you are ready.
This is how your Smart Insight criteria will look like if the filters are grouped automatically:
If you would like to create a segment that includes customers who placed a specific number of orders of a category in the last 365 days, use the following filters:
- Product category 1
- Total orders in selection
- Order(s) made X days ago
In this case, we recommend that you proceed as follows:
- Click the + icon.
- Select the Product category 1, the Total orders in selection and the Order(s) made X days ago filters and set them as required.
- Click OK only when you are ready.
This is how your Smart Insight criteria will look like if the filters are grouped automatically:
If you would like to create a segment that includes customers who placed a specific number of orders of a category in a specified period, use the following filters:
- Date
Date is a custom filter that is not available in Smart Insight by default. If you would like to use custom filters, please contact Emarsys Support.
- Total orders in selection
- Product category 1
In this case, proceed as follows:
- Click the + icon.
- Select the Date or equivalent filter, the Total orders in selection and the Product category 1 filters and set them as required.
- Click OK only when you are ready.
This is how your Smart Insight criteria will look like if the filters are grouped automatically:
If you would like to create a segment that includes customers who made their first purchase (and only one purchase) in a specified period, use the following filters:
- Date
Date is a custom filter that is not available in Smart Insight by default. If you would like to use custom filters, please contact Emarsys Support.
- Customer lifecycle stage
In this case, proceed as follows:
- Click the + icon.
- Select the Date, the Customer lifecycle stage filters and set them as required.
- Click OK only when you are ready.
This is how your Smart Insight criteria will look like if the filters are grouped automatically:
If you would like to create a segment that includes customers who placed orders of a category in a specified period for the specified time, use the following filters:
- Purchase number
- Order(s) made X days ago
- Product category 1
In this case, proceed as follows:
- Click the + icon.
- Select the Purchase number, the Order(s) made X days ago and the Product category 1 filters and set them as required.
- Click OK only when you are ready.
This is how your Smart Insight criteria will look like if the filters are grouped automatically:
If you would like to create a segment that includes customers who placed a number of specific average order in the defined range in the last 365 days, use the following filters:
- Total orders in selection (Number of orders in one)
- Order(s) made X days ago
- Average order value
- Click the + icon.
- Select the Total orders in selection, Order(s) made X days ago and the Average order value, filters and set them as required.
- Click OK only when you are ready.
If you would like to create a segment that includes customers who placed a number of orders in specified range in the defined price range in the last 365 days, use the following filters:
- Total orders in selection (Number of orders)
- Total spent on selection
- Order(s) made X days ago
- Click the + icon.
- Select the Total orders in selection, Total spent on selection and the Order(s) made X days ago filters and set them as required.
- Click OK only when you are ready.
If you would like to create a segment that includes customers who made purchases each with a specific value in the last 365 days, use the following filters:
- Order Total
- Total orders in selection
- Order(s) made X days ago
- Click the + icon.
- Select the Order Total, Total orders in selection and the Order(s) made X days ago filter and set them as required.
- Click OK only when you are ready.
If you would like to create a segment that includes customers who did not make any purchases yet, use the following filter:
- Total lifetime spend
- Click the + icon.
- Select the Total lifetime spend and set them to zero.
- Click OK only when you are ready.
Smart Insight segment use cases using custom filters
The following use cases serve as examples of the capabilities of the Emarsys platform. They are based on customer solutions using filter specific to them. They can show you ideas on using segmentation and possible custom fields. For more information on creating custom SI fields during SI onboarding and using these for segmentation, see Creating custom fields, Smart Insight Settings and contact the Emarsys Support.
If you would like to create a segment that includes customers who placed only discounted orders, you have to create and set up the relevant data field. This use case requires a purchase field from your Sales data to mark discounted purchases.
In this case, proceed as follows:
- Click the + icon.
- Select the Discount filter and set them between 1-99.
- Click OK only when you are ready.
This is how your Smart Insight criteria should look like:
