Account Settings - RFM (Recency, Frequency, Monetary)

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. 

Customer Inclusions

You can include ALL contacts, 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 success@patchretention.com before manually updating any of the RFM settings. 

Account Settings Overview