Creating Segments with Recency, Frequency, and Monetary Behavior
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Creating Segments with Recency, Frequency, and Monetary Behavior
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Recency, Frequency, and Monetary Behavior Filter Overview
Using the Yotpo SMS & Email filter, you can segment and create effective SMS marketing campaigns that target specific customers already stored in the app.
In this article, you'll learn how to create a dynamic segment that collects and adds new customers based on their Recency, Frequency, and Monetary behavior (RFM). Learn more here.
Getting Started
In your Yotpo SMS & Email main menu, go to Audience > Lists & Segments.
Click Create audience.
In the popup, select Build manually and click Create audience.
Creating a Segment with RFM
In the segment builder, you build your segments using many different conditions. Follow the steps below to locate and use the RFM conditions:
From the dropdown menu, select the RFM category to view the conditions.
Choose a condition and specify the definition for your segment. For example, to select only your top customer, select the Top customers condition.
When you’ve selected and specified all of the conditions you want, click the pencil icon at the top of the builder to rename the segment.
Click Save segment.
Edit a Segment
You can change the conditions you defined for your segment or a predefined segment at any time. Upon changing the conditions, your segment will be dynamically updated right away. To edit a segment, do the following:
Next to the relevant segment, click Edit segment conditions.
Update the conditions.
When you’re done, click Save segment.
Available Customer Detail Conditions
The table below contains a list of all of the available email conditions.
Available RFM Conditions
The table below contains a list of all of the available RFM conditions.
RFM Condition | Defintion |
|---|---|
Top customers | The best customers who buy frequently, recently, and spend the most. |
Regulars: High spenders | Customers who purchase regularly and consistently, with high spending. |
New high spenders | New customers who made high-value purchases. |
Need attention | Previously high-value and frequent customers who haven’t purchased recently. |
Sleeping high spenders | Customers who previously spent a lot but haven’t purchased recently or frequently. |
Regulars: Low spenders | Customers who purchase regularly and consistently, but at a low value. |
New low spenders | New customers who made low-value purchases. |
Inactive customers | Infrequent customers who have made the least purchases and spent the least in the last year. |
Now target your new segment with a marketing campaign.
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