How to set insights

ClickInsights are a set of tiles that summarize the data that matter for you. Insights will be displayed in the Data tab/ Insights tab displays insight values for your whole customers' database or for each segment in the Segment Detail/ Insights tab.

Insight tiles all look in a similar way and display:

• Data source (displayed automatically): The data source for the chosen attribute. It is assigned automatically as each attribute is calculated from a particular data source. 
• Name of the insight (set in the Administration tab): Name of the insight and info note (optional).
• Add to favorites (coming soon) 
• Expand (displayed automatically): By clicking on the Expand button, you will expand tile to see more insight (if available) or simply make insight bigger. 
• Insight result (attribute and condition for the insight to be set in the Administration tab): The attribute's condition specified for that insight, as well as the result of the calculation. 
• Summary (displayed automatically): Summary of how many customers out of segmented customers we know this attribute. 

1. To create an insight, please click on the Create Insight button to create a new insight tile.button.

 

2.

 

For each insight is possible to change:edit:

• Name and description of a particular insight.description 
• WhatPick attributes and conditions areto calculatedcalculate forand each insight.display
• Colors of a tile.tile

 

3. After editing please click on the Save button or Save and Create New button.

4. You can also Flick through all insights with next/previous arrows on the top-right corner. 

5. Insights' tiles can be also moved around through a simple drag-drop system.