Prerequisite
Create all the org entities on the Capillary platform. For more information, refer to entity types.
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The following are some specific feature configurations on Insights+.
Store Hierarchy
Question | Solution | Request Template |
How do I configure store hierarchy in Insights+? | To configure store hierarchy in Insights+, see How do I configure store hierarchy in Insights+? Post configuration, raise a request to the Insights+ team to implement the configured hierarchy on Insights+, Provide all the necessary details in the ticket. | Sample Ticket |
How do I configure the default value of the preferred store in Insights+? | In the preferred store field for each org, the default value is store name. To change this default value to zone or any level (as configured in store hierarchy), create a ticket with all the required information and assign it to the Insights+ team. | Sample Ticket |
Inventory Hierarchy
Question | Solution | Request Template |
How do I configure inventory(product) hierarchy in Insights+? | To configure inventory(product) hierarchy in Insights+, see How do I configure product hierarchy? Post configuration, raise a request to the Insights+ team to implement the configured hierarchy. Provide all the necessary details in the ticket. | Sample Ticket |
How do I configure the default value of the preferred product in Insights+? | In the preferred product field for each org, the default value is brand name. To change this default value to any level (as configured in the inventory hierarchy), create a ticket with all the required information and assign it to the Insight+ team. | Sample Ticket |
Vertical Mapping
Question | Solution | Request Template |
How do I map an Org to a specific vertical? | To map an org to a vertical, create a ticket with required mapping details and assign it to the Insights+ team. For more details, see Vertical mapping. | Sample Ticket |
Adding Org Unit
Question | Solution | Request Template |
How to add new Org Units (OU) to an org? | To add new OUs to an org, create a ticket with all the required information and assign it to the Insights+ team. | Sample Ticket |
Extended Field
Question | Solution | Request Template |
How to make extended fields available in Audience Group Filters? | A separate configuration is required to make any extended field available in Audience Group Filters. Create a ticket with all the required information and assign it to the Insights+ team. In the ticket, provide detailed information of all the extended fields that you want to enable in audience group filters. Note: This is applicable only for Audience Group Filters and not Insights+. | Sample Request |
How to enable transaction and line item-level extended fields on Insights+? | Transaction and line item level extended fields require manual configuration. Therefore, raise a request to map the related dimensions in Insights+ to the transaction and line item level extended fields, create a ticket with all the required information and assign it to the Insights+ team. Note: No configuration is required for customer-level extended fields and inventory custom fields to appear on Insights+. They automatically reflect in Insights+ after ETL(extraction, transformation, and loading) run. | Sample Request |
Other Configurations
Question | Solution | Request Template |
Can I modify the lapsation days? | Yes, raise a request to modify the lapsation days, create a ticket with all the required information, and assign it to the Insights+ team. Note: This configuration helps to compute the lapsation date of each customer. For more information, refer to lapsation date in the customer summary view dimension table and rule-based user segments creation on Insights+. | Sample Request |
Can I modify the test control ratio? | Yes, to modify the test/control ratio on Insights+, raise a request. Create a ticket with all the required information and assign it to the Insights+ team. By default, the test/control ratio is set to 90:10. Note: This test/control configuration process is only applicable to Insights+. | Sample Request |