The condition is fulfilled either when the contact is in the RFM analytics segment of your choice or if it is not. You need to select a group of contacts for which the condition is supposed to be checked.
>>More information about RFM analytics.
Go to AUTOMATION PROCESSES => WORKFLOW
From the list of the elements in Workflow choose Condition => Contact is in RFM segment
To proceed, go to the settings of the condition:
Select [No] checkbox if the contact is not in RFM segment.
[Raport]: select from the unfolding list one of already saved reports.
[Segment]: select from three options
- recency (the latest customer purchase)
- frequency (how often customer makes a purchase)
- monetary (the monetary value of the purchases)
[Target group]: select in which group contact must be so the condition can be fulfilled.
Recency:
- short,
- medium,
- long
Frequency:
- common,
- regular
- casual
Monetary:
- spender,
- medium,
- saver
Once you’re done with the setting, click Save changes to continue.
If you need more information about the topic mentioned above, please contact us:
support@salesmanago.com
+1 800 960 0640