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Create a segment based on an RFM persona

Easily and quickly create segments based on your customer RFM personas.

Written by Gareth Burroughes

  1. Go to Audience > Personas and select the RFM personas tab.
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  2. From the RFM persona chart, select the RFM persona you want to create a segment for.
    This opens a side panel to show all the customers in this persona group. If no customers are visible, use the dashboard’s refresh button.
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  3. Select Create segment.
    This opens the segment builder pre-loaded with all you need to target the RFM persona group you selected. If you want, you can use the segment builder to further customise your segment.
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  4. When complete, select Apply.

At this point, you are back at the RFM personas dashboard and your new segment is ready to use. You can find your segments under Audience > Segments.

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