Prerequisite

Create all the org entities on the Capillary platform. For more information, refer to entity types.

  1. If all the Org entities are not created, then contact the Insights+ team.
  2. In Insights+, you can configure each feature independently during the org onboarding process. To configure each feature with specific requirements, raise a request using JIRA ticket. Use respective request template as linked (sample ticket) in the table and assign them to the Insights+ team.
  3. Insights+ team will implement all configuration requests in two to three weeks.


The following are some specific feature configurations on Insights+.


Store Hierarchy

QuestionSolutionRequest 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

QuestionSolutionRequest 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

QuestionSolutionRequest 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

QuestionSolutionRequest 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

QuestionSolutionRequest 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

QuestionSolutionRequest 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