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RFM personas describe a set of purchasing behaviours (Recency, Frequency, and Monetary) in order to group together similar customers.

Understand RFM personas and create custom ones

How we determine which standard persona a customer is placed in, and how you can use RFM scores to create custom personas.

RFM scoring and how to use it

Improve how well you understand your ecommerce customers and contacts.

Understanding eRFM scoring and the decision window

An interactive visualisation of your customers grouped by RFM persona.

RFM personas dashboard

Segment your contacts based on their eRFM score.

Opportunities dashboard

See how your customer base is changing over time and what your customer life cycle looks like.

Persona movement report

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

Create a segment based on an RFM persona

Target contacts based on their opportunity score.

Using the eRFM block in segment builder

Add customer prediction blocks to your segments and view customer predictions for each contact using the Single customer view.

Create customer predictions

How order filters affect Personas analysis and reporting.

Personas order filters overview

Apply an order filter to analyse a specific subset of order data in Personas.

Create a Personas order filter

Gareth Burroughes

Bartlomiej Rekosiewicz

Personas and customer predictions

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