Insights+ Overview 5

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

Create, View, Manage Reports & Charts 14

• Create & Publish Report
• Create Charts (Normal & Migration)
• View Report
• Date Range Filter & Comparison with Previous Period
• Apply Filters in Report

See all 14 articles

Data Export 14

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

See all 14 articles

Customer Segmentation 3

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

Fact & Dimension Tables in EI 12

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

See all 12 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+ 13

• August 2020 Releases | Insights+
• March 2020 Releases | Insights+
• February 2020 Releases | Insights+
• November 2019 Releases | Insights+
• October 2019 Releases | Insights+

See all 13 articles

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

• Create Multi-Loyalty Programs (MLP Orgs)
• Create Group Loyalty Program
• Configure Loyalty Program
• Configure Notifications Messages
• Configure Rulesets

See all 8 articles

Create & Configure Strategies 9

• 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 9 articles

Events, Rule Sets and Actions 5

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

Release Notes - Loyalty+ 7

• August 2020 Releases | Loyalty+
• July 2020 Releases | Loyalty+
• May 2020 Releases | Loyalty+
• July 2019 Releases | Loyalty +(Behavioural Events)
• April 2019 Releases | Loyalty+

See all 7 articles

InStore 9

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

See all 9 articles

Store Center 4

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

VisitorMetrix 8

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

See all 8 articles

VisitorMetrix+ 7

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

See all 7 articles

Store 2 Door+ - mStylist 8

• Store2Door+ mStylist Overview
• Create Call Task
• Setup WhatsApp Business Account
• Create Store-Level Custom Fields for S2D+
• Send Task Messages through StoreMax

See all 8 articles

Store Care 1

• Store Care User Manual

Store Performance Dashboard 1

• Store Performance Dashboard

Event Monitoring Platform 1

• Event Monitoring Platform

Smart Store | Release Notes 1

• Smart Store | July 2020 Releases

Getting Started with Campaign Manager 7

• Introduction
• Campaigns Dashboard Tab
• Campaign Performance Dashboard
• Sticky Lists Tab
• Reports Tab

See all 7 articles

Setting Up of Facebook Chatbot 1

• How To Create Facebook Messenger ChatBot

Creative Assets 4

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

Creating Campaigns 12

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

See all 12 articles

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

Creating Image Gallery 2

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

Creating Recipient List 7

• Creating Recipients Using Sticky List
• Call Task Capabilities in Outbound Campaign
• Creating Recipient List Using the Paste List Option
• Creating Recipient List by Uploading a CSV File
• Campaign Filters and Use Cases

See all 7 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 1

• Offer Exchange

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 4

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

Feedback Management 6

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

See all 6 articles

Facebook Campaigns 3

• Facebook Campaigns Through Campaign Manager
• Fetch Credentials for Account Binding
• Key Social Media KPI Definitions

Google Campaigns 2

• Campaign support Google AdWords
• Generating Account Details

Release notes - Engage+ 0

Getting started with campaigns 6

• Campaign overview
• Create an Outbound Campaign
• Create a Facebook Campaign
• Modify a campaign
• Marketing objective

See all 6 articles

Message management 4

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

Message types 1

• Message type

Message strategy 0

Audience management 4

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

Creative management 4

• Create sms content
• Create email content
• Create mobile push content
• Create call task content

Incentive management 4

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

Message scheduling 1

• Schedule Message

Delivery settings 1

• Delivery settings

Campaign Settings 1

• Facebook Integration

Live monitoring 0

Report management 0

Engage+ Release notes 8

• Engage+ | September 2020 | Metadata tagging on coupon series and coupon details
• Engage+ | April 2020 | Campaign Personalisation
• Engage+ | April 2020 Release Notes
• Engage+ | March 2020 Releases - Role Based Access Control & OU Support
• Engage + | Feb 2020 Releases - Channel Priority

See all 8 articles

Lead Management System 1

• Lead Management System

Release Notes - Customer 360 1

• Behavioral Events - July 2019

Audience Group Filters Overview 4

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

Filters Based on Loyalty Information 9

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

See all 9 articles

Filters Based on Transactions 8

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

See all 8 articles

Filters Based on Campaigns & Coupons 5

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

Filters Based on User Profile 9

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

See all 9 articles

Filters Based on Purchase Pattern/Behavior 14

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

See all 14 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 11

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

See all 11 articles

Release Note 1

• Release Notes: New Navigation Bar on InTouch