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RFM Model Filtering

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RFM model filtering is a method of filtering an audience based on an RFM model. You can filter by score or by customer type.

Procedure

  1. Go to Workspace > User Insights > Audience Management > Audience Filter.

  2. Click the Model Filtering tab, select RFM Model, and select a dataset from the drop-down list on the right.

  3. Select By Customer or By Score to filter the audience.

    • If you select By Customer, select the customer types. The resulting audience is the union of the selected customer types because they do not overlap.

    • If you select By Score, set the filter conditions for the Recency, Frequency, and Monetary scores. The union operator is used by default and cannot be changed.

  4. The conditions you select are added to the Selected Conditions section on the right, where the number of matching users is also displayed. To delete a filter condition, hover over the condition and click Remove.

  5. Enter a name and description for the audience, select a folder to save it in, and associate a sub-campaign. For more information, see the Marketing Campaign document. Set whether the audience is public and select the ID type to use when saving the audience. Click Preview to view the RFM parameters for up to 100 matching audience members. Click Save to complete the audience filter.

    Note

    • The ID type for saving the audience must be selected from the ID types available in the dataset. If you select an ID type that is not a user identity, the actual number of saved audience members may differ from the displayed count, which is based on user identity IDs.

    • When you use the audience for push campaigns or automated marketing, you can use the ID type that the audience was saved with, along with other ID types from the source dataset.

References