The Insights Module in AdUp is a powerful tool that allows users to receive automated notifications referred to as insights based on their connected ecommerce data sources such as Shopify. These insights help you stay informed about key performance metrics and trends without the need to manually check dashboards.
🔍 What Is the Purpose of the Insights Module?
The module ensures that you never miss important shifts in your ecommerce performance. It brings essential metrics directly to your inbox or Slack workspace so you can take timely action based on real-time data.
📊 What Kind of Metrics Does It Show?
Depending on the connected data source, you’ll see insights for:
Number of Orders
Average Order Value (AOV)
Cart Abandonment Rate
Customer Lifetime Value (CLV)
Add to Cart Events
Checkout Completion Rate
Customer Churn Rate, and more.
These insights are grouped under the corresponding data source (e.g., Shopify, WooCommerce, Stripe) so you always know which platform each metric belongs to.
⚙️ How It Works
Automatic Sync with Your Connected Data Sources
Once you connect a data source like Shopify, the system will automatically show all available insights related to that source.
If you disconnect a data source, its associated insights will disappear from the Insights module. This ensures your dashboard always stays clean and relevant to your current setup.
Toggle Controls for Each Insight
Each insight comes with an individual toggle button:
OFF (grey): The insight is disabled and won’t trigger any notifications.
ON (black): The insight is active and will trigger notifications based on your configuration.
This gives you full control over what metrics you want to be alerted about.
Insights Module Settings (Enabling & Configuring Insights - Detailed)
Once the Insights module loads insights based on your connected data sources, you can fine-tune them using the steps below.
Step 1: Enabling an Insight
To begin receiving alerts:
Go to the TARA section in the left navigation menu.
Click on Insights > Builder.
Locate the insight you want to activate (e.g., “Number of Orders”).
Click the toggle switch next to that insight to enable it. The switch will turn dark, indicating it's active.
📝 Note: You can activate multiple insights at once based on what’s most important to your business.
Step 2: Configuring Frequency for Each Insight
After enabling an insight:
Click the gear icon (⚙️) next to the activated insight.
A pop-up will appear with configuration options.
From the dropdown, select the frequency:
Daily – receive this insight every day
Weekly – receive it once a week
(Additional options like Monthly may appear based on setup)
Click Save Configuration.
💡 This ensures you're only notified at the frequency that suits your workflow.
Step 3: Filtering and Searching for Insights
To manage a large number of insights:
Use the dropdown filter near the top right corner of the Insights screen to view insights from a specific data source (e.g., filter to see Shopify insights only).
Use the search bar to type keywords like "cart" or "churn" and find insights faster.
This is especially useful when managing multiple stores or platforms.