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Summary

Your business relies heavily on understanding your audience and engaging with it at the right time and with the right audience. Attribuly's segments feature, based on data from ad clicks to purchases, is the best tool for creating and managing audience segments.

Create and continuously update audiences based on user behavior, attributes, and more

Sync audiences to TikTok, Klaviyo, etc. to achieve targeted customer engagement and improve customer experience
Based on models such as RFM, users can be better grouped

Create a segment

Go to Store-Segments

To create a new segment:

Input a segment name
Build the filters.

Segment Conditions

Customer property. Choose from Email, Country, City, Province, First name, Last name, Created date.

Customer has done. Choose from all the event categories Attribuly has at "Live events. including

Ad interaction.
Email interaction.
Influencer interaction
Social media interaction
Organic search interaction
Referral interaction
Page viewed
product viewed
Collection viewed
Search submitted
Cart viewed
Added to cart
Checkout started
Payment info submitted
Checkout completed
Form submission
Removed from cart

In the value field, input the quantity of an event has been done. You can also use the data field to limit a time range.

Select multiple conditions and connect them with "And" "Or" conditions.

View the segment

The segment update every 24 hours.

Name: The segment name.
Segment size: The number of customers in this segment, including anonymous visitors.
Orders: Total orders placed including all status.
Revenue: Total revenue generated in history, without refund.
Actions: Choose from edit and delete. You can edit the condition, it impacts the segment immediately.

RFM

RFM metrics are essential terms in marketing and data strategies. In Attribuly, they are clearly defined and calculated as follows:

Recency

This metric refers to how recently a customer made a purchase from your company. It is measured in the number of days since their last purchase within your report’s time frame.

Frequency

Frequency measures how often a customer purchases from your company within the specified time frame of your report.

Monetary value

This metric quantifies the amount a customer has spent on their past purchases with your company.

Attribuly offers 6 pre-build customer groups.

Group name	Description	Example of strategies for this group
Champions	Your best customers They purchased recently. They also purchase often, and spend the most.	Invite them to a customer advisory board. Send them rewards or coupons for their loyalty. Get reviews from them. Make sure they are in your “VIP” or similar segment. Invite them first to sales, promotions, etc.
Loyal	Valuable customers that are engaged They purchased somewhat recently or purchase often. but they spend less than their Champion counterparts.	Send them rewards or coupons for their loyalty. Use cross-selling or up-selling of similar past purchases or popular products. Get reviews from them. Invite them to sales, promotions, etc. right after your Champions. Encourage or remind them to restock items or past purchases. Make sure they are signed up for SMS/MMS.
Recent	Recent customers They may have purchased recently, but they do not tend to purchase frequently.	Convert them to a subscription so that they become a Champion or Loyalist. Offer them a promotion within the average time to order to try to convert them. Encourage or remind them to restock items or past purchases. Use cross-selling or up-selling of similar past purchases. Provide testimonials or reviews from your Champions or Loyal to encourage purchases.
Needs attention	A valuable customer that has not purchased recently They may have spent a lot or bought frequently in the past, but have not purchased recently.	Let them know about new product releases. Try a winback campaign to re-engage them. Offer them an exclusive promotion or coupon (especially time-limited promotions). Personalize product recommendations based on what they purchased in the past. Encourage or remind them to restock items or past purchases.
At risk	A customer that has not purchased recently and/or tend to spend less overall They may have purchased in the past, but have not purchased recently. They spent less than their Needs attention counterparts.	Try a winback campaign to re-engage them. Offer them an exclusive promotion or coupon (especially time-limited promotions). Personalize product recommendations based on what they purchased in the past. They may be more price sensitive than the Needs attention group, so target with more affordable products. Try not to over-message as they are a churn-risk.
Inactive	A lapsed customer An infrequent customer who hasn’t purchased in a long time.	Try a winback campaign to re-engage them. Offer them an exclusive promotion or coupon (especially time-limited promotions). If they are unengaged (especially if they do not interact with your winback or promotional emails), consider list-cleaning and removing them before they harm your deliverability.

Next step, we are building more actions based on RFM, talk to us if you have any request HERE: