Creating a custom insights rule

See Using Data types, input fields and operators for more about the fields and operators that are available in the UI.

When you click Create custom rule, the new insights custom rule page displays, with:

  • The name of the segment shown as its title.
  • Insights highlighted in a small box.

The system automatically generates a Rule name, consisting of the words New Insights and the time. Do the following:

  1. Select the system generated name and enter one of your choice.
    Ensure that the name you use is unique, descriptive of the rule, and can easily be recognized by yourself and others in the future.
  2. Under Algorithm, select the Contactdata algorithm that you want to use for the rule, for example, Customer purchase statistics.
    The algorithms that are available depend upon which ones have been activated in Contactdata and may include, for example:

    • Customer purchase statistics.
    • Customer purchase preferences.
    • RFM (purchase Recency, Frequency and Monetary value).
    • Purchase temporal behaviors.
    • Customer Lifetime Value.

See the Contactdata User Guide for more details.

  1. Under Match, select whether the contacts that are to be identified by the rule, should match ALL the conditions you define in the next steps, or ANY of them.
    If you select ALL, the number of relevant contacts in the database, which is displayed to the right of the page at the top, reduces as each condition is applied. If you select ANY, the number of contacts increases. See Combining conditions within a rule for more details.
  2. Define the conditions that apply to the rule, using the appropriate operators and values:
    1. Click the downwards pointing arrow to the right of the first box, and select the appropriate operator, for example, Equal to, from the drop-down list.
      The first box may display a different list of operators, according to the type of condition being defined. See Operator types for more details.
    2. Enter the appropriate value in the second box.
      The the input field type varies, according to the condition that you are defining. See Input field types for more details.

The system displays pre-configured insight conditions, for example, Total sales amount or Time since first transaction.
You can choose to apply none, one or any combination of these conditions, or delete them as appropriate, by clicking the Bin icon.

The conditions that are initially displayed are configured on a customer-by-customer basis, when the system is set up. They can be changed at any time, using the Field settings page, which can be accessed through the Settings tab in the Control bar. See Field settings for more details.

  1. Click the ‘+’ icon to the right of a condition to display and define additional Time frame and Previous value configuration options.

Additional Time frame and Previous value configuration options

  1. Date-related conditions have an Absolute or relative date icon  Absolute or Relative Date, positioned to the right of the fields. Click to change between an absolute calendar-based date and a relative one.

Example of absolute and relative date fields

  1. Add further conditions, as follows:
    1. In the Add condition panel, click the downwards pointing arrow to the right of the box, and select the appropriate condition, for example, Store country, from the drop-down list.
      The new condition is added to the list.

When a condition is configured, a green marker displays to the right of the fields.

Example of a configured condition

  1. When you are finished, do the following:
    1. If you want to create a preset from the rule you have defined, click Save as preset, before you apply the rule to the segment.
    2. Click Add to apply the rule to the segment, or Cancel to abort the process.
      You are returned to the New segment page and the rule is added to the Rule list area of the Segment Summary panel.