Name: Setting Up Self-Service Smart Insight in SAP Emarsys Customer Engagement
Uploaded: 2024-10-24
Duration: 578 s
Description: In this video, we'll guide you through setting up Smart Insight using our new self-service tool. You'll learn how to configure the necessary settings for product, sales, and store data, as well as setting eRFM parameters to track customer engagement. This step-by-step process ensures your Smart Insight is ready to analyze and optimize your retail data effectively.

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<div><div><div><div><div><p>In this video, we'll guide you through setting up Smart Insight using our new self-service tool. You'll learn how to configure the necessary settings for product, sales, and store data, as well as setting eRFM parameters to track customer engagement. This step-by-step process ensures your Smart Insight is ready to analyze and optimize your retail data effectively.<br></p></div></div><div><p> </p></div><div><p><br></p></div><div><p> </p></div></div></div></div>

Setting Up Self-Service Smart Insight in  SAP Emarsys Customer Engagement

Hello! In this video, I'm going to show you how to set up Smart Insight yourself with our new self-service tool. To walk you through the Smart Insight configuration steps I'll use a simple use case of onboarding Smart Insight for a retail account. The Smart Insight self-service tool is a configuration wizard available directly in the Marketing Platform that makes it possible for clients to set up and configure Smart Insight, in order to simplify the Smart Insight onboarding independently to their business vertical. What will you need before starting? Enabled Smart Insight in your account and access to the related pages. If you don't have access, please change your access role to BI administrator at User Management or ask assistance from your account owner. A sample of your product sales and store data files with max 10 lines each including the header that conforms to our specifications. Before starting, please visit our related Help Portal pages. If you are using the Magento or Shopify Plugin, sample files are not necessary. A list of product sales and store data fields you would like to use for filtering in Smart Insight eRFM parameters determine quantitatively the different stages of your contacts by examining their engagement level, recency, frequency and monetary of their purchases. If you have these parameters, you can apply it for Smart Insight. If you don't have them, complete the configuration without it, then reach out to your Emarsys contact person. If you use Web Extend, you will need a completed implementation of the Web Extend data collection scripts on your website. Please note, that stored data is only necessary if you have a retail business. Let's go to the Smart Insight Settings page and click Start Setup. On the Smart Insight setup page a step by step integration checklist appears that guide you through the process. There are five major tasks you need to perform. You can pick the items in whatever order you want, the tool will save the state and you can get back to it later. I start at the top. The first item is to create an FTP account. Even if you want to upload your data through API, the FTP account has to be created. So I click on the "Set up your FTP account". I click on "Create Account" to get the credentials to access a secure FTP server to upload my product and sales data on a regular basis. It's very important to save the username and password. After clicking Done the password can no longer be retrieved in the Platform. The next step is selecting the contact fields for filtering. On this screen, I can select the unique identifier to identify my contacts when they make a purchase and store their registration date and select the contact fields for filtering and creating segments. Depending on how you want to upload your data, the unique identifier setup can go on different paths. If you have custom alphanumeric IDs instead of email addresses in your file, select that from the drop-down list. In case you have the email addresses and you want to use the sales data API, select the Predict user ID field. If you want to use the FTP and you have email addresses, select email field as the unique identifier. Keep email for import via Plugin. We can move on to the product data. I paste here the sample product data. Then I click next. The system automatically recognized the file's delimiter and quote character. At this step, the product file name pattern can be modified. If the product catalog feed is enabled in "Data sources" menu of your account, we recommend using the default file pattern. Let's move to the next screen. In the Product fields step the system detects the fields you use for identifying your products, link them to purchases, and storing category pass and product names. The values of these columns will be matched to the product identifier field values in your upload sales data files. Check the result of the auto-detection and select the right fields and types if it is needed. Below you can also select as many fields as you want for filtering. If you use Predict catalog or Google product feed, which is also synched through Predict, please contact Emarsys Support to get a file sample from the final product CSV. Let's configure the sales data. First: Select the data source you would like to use. You can choose from the following options: "Upload custom CSV" or "Upload via Plugin". You can choose Upload custom CSV if you would like to upload your sales data to the FTP in CSV files. Smart Insight will automatically fetch your sales data files daily. First, I insert the sample data. On the next step, the system has again automatically recognized the delimiter and the quote character. Here you can change the file name pattern. If you are using API, leave the file name pattern as it is. I let the default name and I click on next. In the fields for identifying contacts, products, orders, purchase date, the total price of the order and purchase to quantity are recognized. In our retail use case there are the sales channel of the sold products and store ID to identify your stores. If you use custom naming and it is mismatched, select the right unique identifier keys from the drop-down menus and check if the right data types were selected for the filtering. In this phase, you need to select the fields from the sales file that you'd like to use for filtering and creating contact segments. Beware, changes after the first historical data load will require a full reload. Choose Upload via Plugin instead, if your sales data will be handled by the Emarsys Shopify or Magento plug-in. With this option, you don't need to upload the first 5-10 rows of your sales data file and Emarsys will configure mandatory fields by default using ems-user-id representing email for identification. Just make sure, you have activated the order synchronization before. We are almost done with the data configuration. For my retail account, I need to configure my store data but if you don't have retail sales your next step is the eRFM parameters settings. At this stage, you have to give information about the format of your store data file and select the store data fields you want to use for customizing your Smart Insight reports and segments. So I add some sample rows of my store file. There is an auto-recognition of the delimiter and the quote character. The name of each uploading file needs to be unique, so I let the given wildcard character for the file name pattern as I include timestamps in the store file name. Then let's move to the next step. Here are the following fields. The store id to identify the store and link them to purchases, the name, the opening date, the country code, the city, the address, the postal code, the GPS coordinates, the size and the category information of your stores. By default, each field is available to create filters and segments. I check the selected fields and date types then I click save. The last step is setting the eRFM parameters. Which are the results of your eRFM analysis. I click on eRFM parameters. Then I select the currency I'd like to use. You can only have one currency for the purchase. eRFM parameter setting comes after the currency is set. In case you have eRFM parameters created externally and you'd like to use them in Smart Insight, if you need to define the range limits for the Lead Lifecycle Status, Customer Lifecycle, Status and Buyer Status. If you'd like us to make your eRFM profiling and configure the eRFM parameters and contact Emarsys for further assistance. It means we analyze the purchase data of your contacts and provide the initial eRFM model for your customer lifecycle screens. Click Save. It will deploy the screens with some default settings, but it can be changed any time after it's being saved. All steps are done, I can finish the set up. In a few seconds the screens will be deployed. Here we go. After the first data load, my Smart Insight will be ready to use. And that's how you can set up your Smart Insight. I hope you enjoyed this session, and thank you for your attention!