Release 1                                         Date: August 13, 2020


We have released a new version of the credit ledger report that gives an overview of the credits (added, removed, and consumed) on Loyalty+ and Engage+.

Credit Ledger Report

We have released a new version of the credit ledger report that gives an overview of the credits (added, removed, and consumed) on Loyalty+ and Engage+.

Some key components of the Credit Ledger Report.

  1. Opening and Closing balance of the credits for a given period.

  1. Month wise breakup of consumption of credits in the given period.

  1. Day wise breakup of consumption of credits in each month.

  2. Segregation between transactional and promotional messages along with Channel (SMS or Email).

    1. Transactional messages are shown as High priority and do not have a name. These messages are shown cumulatively by day for each channel.

    2. Promotional messages are Bulk priority and segregated by the campaign name consuming the credits. These messages are reported by campaign and day.

  1. Addition and Removal of credits by the Capillary finance team.

If credits are added or removed by the Capillary finance team, they are reported as separate line items and mentioned as Added or Removed.

Table Columns

Brief description of the report columns.



The date on which the event has occurred.

The column shows the date of the event based on

  • Transactional Messages. 

  • Campaigns.

  • Addition of Credits. 

  • Removal of Credits.


The column shows the type of credit.

  • Utilized denotes that the credits were consumed by sending out messages. 

  • Added denotes that the capillary finance team has added credits.

  • Removed denotes that the capillary finance team has removed credits.

  • Expired denotes that some outstanding credit balance has expired.


The column shows the following option.

  • High for Transactional Message.

  • Bulk for Promotional Message.

  • Not Applicable for Addition/Removal of Credits.


The credit report is shared using the following channels.

  • SMS

  • Email

  • Not Applicable for Addition or Removal of Credits.


Shows the value as

  • Invalid for Transactional messages.

  • Campaign Name of the promotional messages.

  • Not Applicable for Addition or Removal of Credits.  


Shows the number of credits added.


Shows the number of utilized credits after any operation or event occurred.


Shows the balance of credits after any operation or event.

  • 1 credit = 1 unit of currency (INR / SGD / USD / RP / AED based on billing rate).
  • To know how many actual SMS or Emails are sent, refer to Communication Billing Report.

Release 2                                        Date: August 05, 2020


New KPI - Incremental Sales

We have been reporting incremental sales based on the following logic in Insights+:

Incremental Sales = (Test Hit Rate - Control Hit Rate) * Test Contacted * Test Responders Spend Per Customer

This formula works well for campaigns with both Test and Control groups. However, for campaigns with no Control group, this approach needs revision.

Based on feedback from CS teams, we have introduced three new Incremental Sales KPIs (the existing Incremental Sales KPI remains untouched) to deal with the aforementioned issue related to campaigns with no Control groups:

  1. Incremental Sales - Campaigns with Test and Control - Same formula mentioned above. However, only campaigns that have a control group are considered in this computation. If a campaign does not have a control group (or if incremental sales are negative), the value for this KPI will be 0.

  2. Incremental Sales - Test only Campaigns - In campaigns where there is no Control group, a percentage of responder sales will be considered as incremental sales. This percentage value is currently 12% by default. However, you can edit this percentage value in the UI as shown below (Library -> KPIs -> Incremental Sales - Test only Campaigns -> Edit) : 

Please note: In case a campaign has a Control group, the value for this KPI will be 0.

  1. Incremental Sales - Variant - This KPI will give a sum of (1) and (2) mentioned above. You should use this directly for reporting incremental sales. However, please note that you need to change the percentage of responder sales value (explained in (2) above) separately for this KPI. Also, please feel free to change the name of the KPI as well for your org. 

QTD Date Range Filter

In the date filter that we have on Insights+ reports, we now have an additional option to change report duration to Quarter Till Date (QTD) under the Till Date view.  Until recently, we only had WTD, MTD, and YTD options.

When the QTD option is selected, the date range for the report will change to the start of the current quarter until today's date. If the start of the calendar year has been set differently for your org, QTD will pick the quarter start date accordingly. For instance, if the start of the calendar year for your org is June 1st, QTD will refer to the time period between June 1st and August 5th. Similarly, if you are looking at a report with QTD as the time period on October 10th, the time period under consideration will be between September 1st (2nd quarter start date) and October 10th.  

Actual Targets in Reports

You will now be able to see the actual KPI target value that you have set using the Target Setting & Tracking feature in reports. Until recently, only the computed value of the KPI selected and % achieved against the target set were visible. A sample table chart is shown below:

In a scorecard, it will appear as follows:

Here $51.1M indicates the sales achieved in the selected duration against the $57.29M target that was set.

Feature requested by PZ Cussons Indonesia

Report Execution Time in Downloaded Reports

You will see a new field named Execution Time in reports or charts downloaded from Insights+. This field shows when you downloaded a report/chart to your device (in the time zone of the cluster in which the org is in). 

There are a few scenarios where Execution Time will come handy (assuming you are looking at downloaded reports). For instance, if you want to check numbers on a report pre- and post- a data import task, the report execution time will be helpful. Similarly, consider the case where transaction data flow for some stores is delayed when compared to other stores in the org. When you download a report with a store-wise sales chart, the numbers will be different before data sync completes for the delayed stores and after. Execution Time field will be useful in such a case for data reconciliation purposes. 

Data Export FTP Configuration Error Message

More often than not, data export schedules in Insights+ fail because of FTP-related issues. FTP-related schedule failures typically occur when credentials of the configured FTP server have been changed without the user’s knowledge or if FTP access permissions have changed. These failures can be diagnosed and fixed by the users themselves. 

In order to facilitate this, we have now added an FTP Configuration Issue error message for schedules that fail because of the aforementioned reasons as opposed to just displaying a generic error message:

The same message will be present in the data export notification email.

Last Purchased Product Filter (Audience Group Filters)

In Audience Group Filters, you can now create a list of customers based on their last product purchased and target them. 

To create such a list, go to the Audience Group Filter page and click on. In the pop-up that appears, start typing the last purchased product to see the filter under the Purchase Pattern category. 

You can make selection(s) based on available product attributes and click on  to create a list. An example is shown below: