Skip to content

RFM Segmentation Strategy

RFM (Recency, Frequency, Monetary) is a data-driven customer segmentation technique that allows marketers to make specific predictions about customer behavior.

The Three Dimensions

How long ago did the customer buy?

Customers who purchased recently are more likely to purchase again.

  • Score 5: Purchased within 7 days.
  • Score 1: Purchased > 1 year ago.

How often do they buy?

This identifies your most loyal fans versus "one-and-done" shoppers.

  • Score 5: More than 10 purchases.
  • Score 1: Only 1 purchase.

How much have they spent in total?

This differentiates your "big spenders" from bargain hunters.

Strategic Action Plan

Once your database is mapped into the RFM grid, apply these strategies:

Segment Description Marketing Action
Champions High R, High F, High M Early access to new collections; VIP rewards.
Can't Lose Them Low R, High F, High M Personalized "We Miss You" coupons; Phone outreach.
About to Sleep Low R, Low F Low-cost re-engagement (Web Push or Social Ads).

Automation Integration

You can trigger a specific Workflow the moment a contact's RFM status changes from "Active" to "At Risk."