Using AccountInsight with advanced personalisation
How does AccountInsight data get added?
Where can I view my AccountInsight data?
I want AccountInsight so I can use it with advanced personalisation. How do I purchase it?


AccountInsight is like normal insight data, but it differs in that it allows you to store data against your account rather than against contacts. This data can then be used in advanced personalisation to display and make logical decisions in content based upon product catalogue data, store information, hotels/resorts, activities, events, news/blogs, and so on.

Using AccountInsight with advanced personalisation

AccountInsight has been expressly designed for use with advanced personalisation. It allows for extremely powerful possibilities when personalising content in campaigns and landing pages. For example, based on your contacts and customers' previous purchases and preferences, you can do the following in campaigns and landing pages:

  • feature only relevant products from your catalogue
  • include information on appropriate types of resorts, hotels and destinations 
  • focus upon promotion of events or activities of special interest
  • incorporate applicable news and blogs as content 

How does AccountInsight data get added?

AccountInsight is added via our API's SOAP and REST transactional data methods/operations respectively, as used with all insight data.

A contact identifier (email address or ID) is submitted with each insight data document uploaded. If the identifier used is 'account' rather than an email address, then the record will be stored as account-scoped insight data (AccountInsight data).

Where can I view my AccountInsight data?

It's viewable by mousing over the person-and-cog icon in the top right corner of the application and selecting Insight data from the settings menu.

The 'Insight data' page will contain all of the AccountInsight data records you've imported via the API:


You can click on Details icon to view a record:


In this example, the records are holiday resorts stored against the account. This record contains the name of the resort, the category of the resort, an image of the resort, the star rating for the resort, a short description of it, the price the resort starts from, and a direct link to the resort's webpage.

Advanced personalisation can leverage this AccountInsight data to logically select resorts in campaign and landing page content, based upon your contact's preferences. For instance, using order data you store in insight data and WebInsight as well as other contact data fields, you can suggest Playa del Fun and other resorts like it based on the fact that your contact has bought a family beach holiday before, or that their browsing history of your website indicates they spend most of their time looking at 3 star resorts, or they've filled in a survey stating a preference for resorts falling into the 350-500 price range.  

I want AccountInsight so I can use it with advanced personalisation. How do I purchase it?

Just contact your account manager and they'll be happy to assist you with the purchasing and activation process.

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