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Configure RFM

In OroCRM the RFM metrics are available for Magento customers and are defined per channel.

For information about what is RFM and how to use it in OroCRM, please see the RFM Analysis guide.

Configure RFM Segments While Creating a New Channel

  1. Start creating a new Magento channel. To do this, follow the instructions provided in the Create a Channel Record section of the Channels guide. For Channel Type, select Magento.

  2. Click Additional.



  3. In the RFM Segment Configuration section, select the Enable RFM check box. The default ranking table appears.

  4. If required, modify the ranking table as described in the Modify the Ranking Table section of this guide.

  5. Click the Save button at the upper right-hand corner.

Modify the Ranking Table

Modify Segments

To modify the ranking table with your data, specify the following information for each segment:

  • Recency shows the number of days since the last order made by a customer. Measured in days. The fewer days has passed, the better must be the score.
  • Frequency shows the total number of orders a customer made during the last 365 days. The more orders, the better must be the score.)
  • Monetary value shows the total amount of money spent during the last 365 days. The more is spent, the better must be the score.

Note

Note the following:

  • Score 1 is considered the best.
  • You need to specify only one of the thresholds, the other is filled in automatically.

For information about how to define segments, see the How the RFM Analysis Is Done section of the RFM Analysis guide.


Add a New Segment

If required, add another segment. To do this, click the Add Segment button under the table. Repeat until all the categories added. You can add as many segments as you want.

Delete a Segment

If required, delete excess segments. To do this, click the X icon in the Actions column at the end of the segment row. You cannot delete segments if there are only two segments left.

Configure RFM for the Existing Channel

  1. Open the channel view:

    1. In the Main Menu, point to System and in the drop-down menu, click Channels.
    2. In the grid on the All Channels view, click the required channel. (Note that its Channel Type must be Magento.)
  2. On the channel view, click the Edit button at the upper right-hand corner.

  3. Follow steps 2–5 of the Configure RFM While Creating a New Channel section.


Review the RFM Configuration

  1. Open the channel view:

    1. In the Main Menu, point to System and in the drop-down menu, click Channels.
    2. In the grid on the All Channels view, click the required channel. (Note that its Channel Type must be Magento.)
  2. On the channel view, click Additional Information and in the RFM Segment Configuration section, review the RFM settings.

Disable RFM

  1. Open the channel view:

    1. In the Main Menu, point to System and in the drop-down menu, click Channels.
    2. In the grid on the All Channels view, click the required channel. (Note that its Channel Type must be Magento.)
  2. On the channel view, click the Edit button at the upper right-hand corner.

  3. Click Additional.

  4. In the RFM Segment Configuration section, clear the Enable RFM check box.

  5. Click the Save button at the upper right-hand corner.

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