Insights+ Overview 6

• Introduction to Insights+
• Insights+ FAQs
• KPI and Definitions
• Terms Used in Insights+
• Standard Reports

See all 6 articles

Create, View, Manage Reports & Charts 16

• Create & Publish Report
• Create Charts (Normal & Migration)
• Funnel Chart
• View Report
• Date Range Filter & Comparison with Previous Period

See all 16 articles

Customer Segmentation 4

• Introduction to Customer Segmentation
• Create Segments through File Upload
• Create Segments using Scheduled FTP Upload
• Create Segments using Filters

Fact & Dimension Tables in EI 13

• Bill LineItems Fact Table
• Return Bill Lineitem Fact Table
• Points Fact Table
• Customer Summary Fact Table
• Response Info Fact Table

See all 13 articles

Standard Templates 17

• Members
• Coupons
• Points
• Points Expiry Reminder
• Return Transactions

See all 17 articles

Library - Managing Custom Charts & Reports 0

Release Notes - Insights+ 18

• March 2021 Releases | Insights+
• June 2021 Releases | Insights+
• December 2020 Releases | Insights+
• December 2020 Releases | CDP | Insights+
• August 2020 Releases | Insights+

See all 18 articles

Create and Configure Point Conditions 4

• Create Earn Conditions
• Create Redeem Conditions
• Create Expiry Conditions
• Create Return Conditions

Loyalty Manager Overview 5

• Introduction to Loyalty Manager
• Features and Benefits of Loyalty Manager
• FAQs - Multi-loyalty Programs
• Appendix - Terminologies and Definitions
• Loyalty+ - FAQs

Getting Started with Loyalty Manager 8

• Multi-Loyalty Programs (OU/Card based)
• Create Group Loyalty Program
• Configure Loyalty Program
• Configure Notifications Messages
• Configure Rulesets

See all 8 articles

Create & Configure Strategies 10

• Create Tiers and Configure Tier Upgrade Condition
• Configure Tier Downgrade Strategy
• Create Points Allocation Strategies
• Create Points Redemption Strategies
• Create Points Expiry Strategies

See all 10 articles

Events, Rule Sets and Actions 6

• Events & Profiles
• Profiles & Attributes
• Using Operators in Rule Expressions
• Configuring Rules
• Rule Writing with Sample Scenarios

See all 6 articles

Release Notes - Loyalty+ 8

• Loyalty+ Releases (New UI) | July 2021
• August 2020 Releases | Loyalty+
• July 2020 Releases | Loyalty+
• May 2020 Releases | Loyalty+
• July 2019 Releases | Loyalty +(Behavioural Events)

See all 8 articles

InStore 10

• InStore Clienteling Version 5.9 - User Manual
• System Requirements for Installing InStore
• General Questions
• Instore Installation Guide
• How-To's

See all 10 articles

Store Center 4

• Store Center Installation Guide
• Store Center Installation Guide
• Store Center Web Service Integration Document
• Store Center - Data Sync Details Document

Lead Management System 1

• Lead Management System

VisitorMetrix 11

• VisitorMetrix Overview
• Determining the Mounting Location
• Installing the Device
• Setting up WiFi Connection to the Device
• Configuring VisitorMetrix through InStore

See all 11 articles

VisitorSense 7

• Introduction - VisitorSense
• Installing VisitorMetrix
• Installing CaptureEdge
• Configuring VisitorSense
• Configuring the Staff Counter Switch

See all 7 articles

VisitorTrax 5

• VisitorTrax Overview
• Device Installation
• Device Configuration
• Zone Configuration
• VisitorTrax Report

StoreMax 15

• Store2Door+ mStylist Overview
• Create & Activate Staff Account
• Create Call Task
• Setup WhatsApp Business Account
• Create Store-Level Custom Fields for S2D+

See all 15 articles

Other Products 3

• Store Care User Manual
• Store Performance Dashboard
• Event Monitoring Platform

Store Performance Dashboard 0

Event Monitoring Platform 0

SmartStore+ | Release Notes 3

• SmartStore+ Releases | November 2020
• StoreMax Releases | October 2020
• SmartStore+ | July 2020 Releases

Getting Started with Campaigns 11

• Engage+ Overview
• Cart & Catalog Promotions
• Key Social Media KPI Definitions
• Marketing objective
• Create a Campaign

See all 11 articles

Message management 4

• Create a message
• Approve a message
• Reject a message
• Stop a message

Offer Management 6

• Offer Management System Overview
• Create Offer
• Modifying Offer
• Using Offers in Campaigns/Loyalty
• Other Settings - Sync to InStore, Length of Automatic Coupons, Resend SMS Template

See all 6 articles

Audience management 4

• Create Audience Group using Filters
• Create audience group by uploading csv
• Audience split list
• Audience combined list

Content Management 7

• Create SMS Content
• Create Email Content
• Create Mobile Push Content
• Create Call Task Content
• Create Line Content

See all 7 articles

Incentive management 5

• Create offers
• Create coupons
• Offer advanced settings
• Points strategy
• Revoke Coupons

Message Optimization Strategies 3

• Message Personalization
• Channel Priority
• X-Engage or Cross-Engage

Creative management (Content Templates) 7

• Create SMS Template
• Create Email Template
• Create Mobile Push Template
• Create Call Task Template
• Create Line Template

See all 7 articles

Campaign Settings 8

• Facebook Integration
• Delivery settings
• Enable Tracking of Clicked Links
• Incentive Related Settings
• Report Notification and Failure Alert Settings

See all 8 articles

Message Schedule 0

Live Monitoring 0

Message types 0

Report management 0

Engage+ Release notes 18

• Engage+ Releases | June 2021
• Engage+ Releases | May 2021
• Engage+ Releases | March 2021
• Engage+ Releases | Feb 2021 | OU Support for Campaign Sender IDs
• Engage+ Releases | January '21

See all 18 articles

Promotions Configuration 7

• Create Cart or Catalog Promotions
• Configure Earning Condition
• Configure Earning Condition (for Rewards Promotion)
• Define Cart Evaluation & Promotion Benefits
• Add Meta Information

See all 7 articles

Getting Started with Campaign Manager 5

• Introduction
• Campaigns Dashboard Tab
• Reports Tab
• Message Statuses in Monitoring Report
• Compliance with Personal Data Protection Act (PDPA)

Setting Up of Facebook Chatbot 0

Creative Assets 4

• Creatives Dashboard
• Creating SMS Template
• Mapping WeChat Template
• Creating Template for Mobile Push Notification Messages

Creating Campaigns 10

• Creating New Campaigns
• Creating Bounceback Campaigns
• Writing Rules for Bounceback Campaigns
• Creating Timeline Campaigns
• Creating Referral Campaigns

See all 10 articles

Creating Image Gallery 2

• Creating Image Gallery Using D&D Editor
• Creating Image Gallery(Standard)

Creating Recipient List 6

• Creating Recipients Using Sticky List
• Creating Recipient List Using the Paste List Option
• Creating Recipient List by Uploading a CSV File
• Campaign Filters and Use Cases
• Birthday/Anniversary Filters

See all 6 articles

Creating Email Messages 5

• Creating Email Templates (Organization Level)
• Creating Email Templates
• Creating New HTML Text Editor for Email Templates
• WYSIWYG Editor
• Drag & Drop Editor

Creating SMS Templates 5

• Creating SMS Template
• Authorize SMS/Email Message
• Opt-In Setting
• Opt-Out Setting
• SMS and Email Tags

Creating WeChat Messages 3

• Creating Single Image Broadcast Messages
• Creating Multi Image Broadcast Messages
• Mapping Template Messages

Creating Mobile Push Notification Messages 1

• Mobile Push Notification Service

Creating Coupon Template 2

• Creating Coupon Templates
• Creating Coupons

Creating Reports 5

• Creating Campaign Level Reports
• Creating Referral Reports
• Creating Subscription User Report
• Creating Live Monitoring Report
• Campaign Level Reports

Offer Exchange in Campaigns 0

Campaign Settings - Admin 4

• Campaign Notifications Flow
• Rules for Sending Marketing Messages to Customers
• Credit Availability
• Limit Messages per Channel per Customer

Other Reference Documents 3

• How-To's
• Frequently Asked Questions
• Quick Start Guide

Facebook Campaigns 0

Release notes - Engage+ 0

Data Export 14

• Introduction to Data Export
• Data Export FAQs
• Standard Templates
• Dimensions & Attributes
• Create Custom Templates

See all 14 articles

Release Notes - CDP 6

• June 2021 Releases | CDP
• April 2021 Releases | CDP
• Card Linked Loyalty Program
• Behavioral Events - July 2019
• Limits on Creating Entities (Custom fields, Store entities, Payment modes...)

See all 6 articles

Audience Group Filters Overview 5

• Getting Started with Audience Group Filters
• Filter Customers by Segment
• Filter Customers by Loyalty Status
• Use And and Or Operators
• Common Filter Options

Filters Based on Loyalty Information 9

• Active Points
• Expired Points
• Lifetime Points
• Registered Store
• Registration Date

See all 9 articles

Filters Based on Transactions 9

• Transacted Date & Time
• Visit Count
• No of Transaction
• Transacted Stores/Zones/Concepts
• Days Not Visited Since

See all 9 articles

Filters Based on Campaigns & Coupons 7

• Coupon Redemption
• Contacted Customers
• Maximum Number of Messages
• About to Expire Coupons
• Timeline Contacted Customers

See all 7 articles

Filters Based on User Profile 10

• Subscription Status
• NDNC Status
• Fraud Customer
• Demographic Details
• Unique Identifier

See all 10 articles

Filters Based on Purchase Pattern/Behavior 17

• Preferred Shopping Day/Time
• Avg. Basket Size
• Discount Seekers
• Recency
• Average Spent Per Unit Item

See all 17 articles

Filters Based on WeChat Interactions 1

• WeChat QR Code Scan

Filters Based on Leads 2

• Lead Status
• Lead Status Change Log

Filters Based on Zero Powered 12

• Zero Power Filters Overview
• Transaction Prediction
• Lapsation Prediction
• Response Prediction
• Time Slot Prediction

See all 12 articles

Release Note 2

• Syncing OU Subscription Status across Org
• Release Notes: New Navigation Bar on InTouch

Feedback Management 6

• Introduction
• Add Ticket
• Search Ticket
• Upload Ticket
• Reports

See all 6 articles

Quarterly Release Summary 2

• Product Quarterly Update - AMJ '21
• Product Release Summary - JFM '21