Insights templates
The following Insights templates are available for analysis:
- Ads Taxonomy. A metadata reference for available brands, departments, and categories, along with product counts. Use this template to identify valid values for filtering.
- Overlap Analysis. Examines the overlap between your customer data and Instacart's user base, helping you gauge audience reach.
- Lifetime Value (LTV). Calculates the average lifetime value of customers based on their purchases within a lookback window. Use this to assess long-term customer value.
- New to Brand. Tracks customer acquisition by identifying new versus returning customers for specific brands. This is useful for understanding marketing impact.
- Purchase Frequency. Analyzes how often customers make purchases over time to help understand customer engagement trends.
- Path to Purchase. Analyzes which advertising campaigns customers interacted with before making a purchase to understand multi-touch attribution patterns.
note
This order aligns with the typical user experience for navigating the templates. See Get started.
Get started
- Start with Ads Taxonomy. Run the Ads Taxonomy template first to explore brands and categories for filtering analyses. It is also simple to set up and requires minimal inputs.
- Choose a template. Select the appropriate template based on your goals:
- For audience overlap, use Overlap Analysis. Use this template if you're incorporating first-party data to understand the scale of data intersections.
- For customer value analysis, use Lifetime Value (LTV).
- For acquisition tracking, use New to Brand.
- For engagement patterns, use Purchase Frequency.
- For campaign attribution analysis, use Path to Purchase.
- Check prerequisites. Ensure you have completed all setup steps and have proper permissions. For more information, see Configure and view clean rooms.
- Run your analysis. Follow the instructions specific for your template.
Common parameters
Most templates support the following parameters:
| Parameter | Description |
|---|---|
| BRANDS | Focus on specific brand names. |
| CATEGORIES | Narrow the analysis to specific product categories. |
| AGGREGATION_LEVEL | Control grouping, such as by brand, department, or category. |
| DATE RANGES | Set start and end dates for the analysis period. |