Standard templates
A template is a combination of KPIs or facts, and dimensions. Standard templates are created from facts, and dimensions, where as custom templates are created using KPIs and dimensions.
Standard templates consist of raw data of facts or dimensions. You can use standard templates to get summarized data, for example, points issued, total visits, and purchases at the customer level. However, if you need these values for a specific duration, you can create custom templates.
There are over 20 different standard templates categorized as Fact, Dimension and Fraud. Each category consists of different templates as mentioned below:
Fact Templates
You can export data based on event date or last updated date. Following are the different standard templates available in EI. You can export data based on event date or last updated date.
| Name | Description |
|---|---|
| Members | Contains details of members (loyalty and non-loyalty customers) and non-members based on the last updated date or event date (registration date). You can export other customer details such as Custom fields Extended fields User segments Current slab Audience group Customers registered in a specific duration (up to one year). For more information on supported measures and dimensions, click Members |
| Coupons | Lets you export all details coupons issued at customer level and transaction level, and also export the details of transaction numbers along with coupon details, redeemed and expired coupons, and coupon level custom fields. You need to select custom fields manually Note: Coupons that are issued or redeemed will be tagged to a transaction only if both the transaction and coupon issual or redemption occurs within the span of - +/- 15 minutes. For more information on supported measures and dimensions, click Coupons . |
| Points | Lets you export the data of points related events such as points issual, and points deduction (redeemed, expired, and returned) including source details. You will get only the detailed break up of deducted points but not the the summarized one. The template will have the filters redeemable and not applicable (deducted), applied by default. For more information on supported measures and dimensions, click Points. Note: Points that are redeemed will be tagged to a transaction only if both the transaction and points redemption occurs with in the span of +/- 15 minutes. |
| Points Expiry Reminder | Lets you export the details of points expiry reminders sent to customers through Loyalty Engine. These are automated reminders configured for points expiry. For more information on supported measures and dimensions, click Points Expiry Reminder |
| Response Info | It consists of the dump of transactions at a line-item level for responders of a particular campaign. You can export transactions and line-item level details of customers that responded to a specific campaign. For more information on supported measures and dimensions, click Response Info |
| Contacted | Lets you get customers that were contacted for a specific campaign. For more information on supported measures and dimensions, click Contacted . |
| Profiles | A customer can register with the brand through multiple sources. For example, InStore , WeChat, Tmall , Mobile app or any other source. This template lets you export customer details from various sources. It currently does not capture InStore registrations. For more information on available measures and dimensions, click Profiles. |
| Slab Change Log | Lets you export the dump of slab change log which contains details such as from slab , to slab , changed date, store and customer details. For more information on available measures and dimensions, click Slab Change Log . |
| Return Transactions | Lets you export the details of return transactions at bill level and line-item level. These are transactions that were generated for return products. For more information on available measures and dimensions, click Return Transactions . |
| Issue Trackers | Lets you export the dump of all complaints raised by customers that were converted into "issues" and is managed by the Customer Care Management System. For more information on available measures and dimensions, click Issue Trackers . |
| Messages | Lets you export the dump of all communications sent to customers. This is the only template through with you can get both transaction and campaign messages together. For more information on available measures and dimensions, click Messages . |
| Call Tasks | Lets you export the dump of all call tasks created at the POS for cashiers to process. The tasks could be call customers for birthday wishes that will get populated every day for the cashier to process. These tasks have a specific validity within which these needs to be closed. For more information on available measures and dimensions, click Call Tasks . |
| Footfall | Lets you export VisitorMetrix related information which contains logs of in count, out count of customers and staff . You can also get group counts by its size - 1, 2, 3, and 4 or more. For more information on available measures and dimensions, click Footfall . |
| Transaction | Lets you export transactions related details such as Bill and line-item level transactions Member and non-member transactions Store level transactions Audience list (irrespective of selected date-range) Transaction level points Transactions of user segments Transaction level custom fields, and extended fields Line item level custom fields and extended fields User level extended fields For more information on measures and dimensions, click Transactions. |
| Tracker Value | Lets you export tracker values generated through the Loyalty Engine to update slabs and perform other activities. You will get bills by entry but not cummilative bills. You can use this template to export: tracker value at a bill or line-item level, and all tracker bills of the specified duration irrespective of the slab Limitations You cannot export the current tracker value To know more about trackers and configurations, see Creating Tracker Based Strategies. For more information on supported measures and dimensions, click Tracker Value . |
| Payment mode | Lets you export payment modes related data. You can Its a transaction level dump with a split of payment modes. A bill can be paid through cash, credit card, gift card, points or coupon redemption or some other means either fully or partially. For more information on supported measures and dimensions, click Payment Mode. |
| Customer Merge Event Log | ets you export the log of customer account merge event which includes both victim and survivor details. The template also supports, Audience filter based and customer segment bases filters. To know more about account merge and its affect on both the accounts, see Change Account Password Change Identifiers & Account Merge Configuration]() in Member Care For more information on supported measures and dimensions, click Customer Merge Event Log . |
Fraud (Currently, there are no templates in this category)
- initial_fraud_template
Updated 5 months ago