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Working of RFM segmentation within Putler

RFM Segmentation is Pulter's star feature. And the best thing about the RFM segmentation is it's already calculated. So all you do is use the RFM segments to your advantage.

So let's dive in...

Once you have connected your data sources with Putler. Putler will start importing and processing the data. It will then segment all the customers based on three parameter - Recency, Frequency and Monetary.

Once the processing is done, Putler will neatly create a chart in the Customer Dashboard.

note

This chart is calculated on the entire data pulled in within Putler. The values in the chart are not subjected to the date range you select on the dashboard.

Here's how RFM works​

1. How to view the RFM segments for a particular period?​

As mentioned above, the RFM chart is created on the entire data. But that doesn't mean you can't download the RFM segments for a customized date range.

Let's say you want to find the RFM segments for the 'Last 3 months'

  • Change the date range to Last 3 months
  • Once the dashboard refreshes, click the RFM segment you want on the chart
  • All the customers belonging to this segment within the selected date range (in this case last 3 months) will be loaded.
  • You can now scan through these customers or export it as CSV

2. How to view the RFM segment of your entire business?​

As you know the RFM chart already provides you the number of customers falling in each segment. But inorder to view each customer individually, here's what you do.

  • Adjust the date range to the year your business began.
note

This depends on how much data your current Putler plan has pulled in. For example: If you started your business 5 years prior but are on the Putler Starter plan. You will only get the RFM of pat two years. In order to accommodate more data, you will have to upgrade your Putler plan.

  • Once the dashboard refreshes, click the RFM segment you want on the chart
  • All the customers belonging to this segment within the selected date range (in this case last 3 months) will be loaded.
  • You can now scan through these customers or export it as CSV
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Still got questions about RFM?