Most of the settings for the RFM are automatically set up in the onboarding process, but you can make adjustments in this section.
Required RFM Information
You can adjust the time frame in which to consider a customer as ‘Lost’.
You can also adjust the Average Order Value (AOV). The AOV set here is a fallback value IF the actual average order value is not available for the account from orders.
You can include ALL contacts (selecting the checkbox), or set up a Filter to include only your targeted audience.
Advanced Recency Options
Advanced Frequency Options
Advanced Monetary Options
ALL of these options are automatically set, but you can manually adjust these settings also.
We recommend scheduling a call with our Customer Success team at firstname.lastname@example.org before manually updating any of the RFM settings.
Account Settings Overview