> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bevits.com/llms.txt
> Use this file to discover all available pages before exploring further.

# RFM segments

> Learn what RFM segments are and how to use them in Bevits.

### What is RFM segmentation?

RFM segmentation is an analytical method that categorizes customers according to three fundamental purchasing behaviors:

* **Recency (R)**: Time since the customer's last purchase.
* **Frequency (F)**: Number of purchases made during a given period.
* **Monetary value (M)**: Total amount spent by the customer during the period analyzed.

This approach accurately identifies both high-potential customers who purchase frequently and spend more, and customers whose engagement is declining. You can then create more effective, targeted campaigns.

### Benefits of RFM segmentation in Bevits

##### 1. Personalized communication

Send different offers to specific segments:

* **Champions**: Premium-value customers for your business
* **Loyal**: Customers with strong brand loyalty
* **Recent**: Customers who purchased recently
* **Needs attention**: Customers with a limited purchase history
* **At risk**: Customers who have not purchased for an extended period
* **Inactive**: Customers with no recent transaction activity
* **Unclassified**: New contacts or contacts without a transaction history

##### 2. Targeted strategies

Personalize and automate campaigns:

* Exclusive benefits for the Champions segment
* Reactivation messages for Inactive customers
* Welcome incentives for the Recent segment

##### 3. Better results

Segmented communications produce better open, engagement, and conversion metrics.

### How to access RFM segments

1. Open the sidebar and select **Customers**.
   ![Dashboard home page with an arrow pointing to the sidebar](https://imagedelivery.net/Zfyk64sRe26oWRokEfeV9w/bc113c09-7ab1-457f-f3db-7a8b6ced2300/public)

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2. Find the three-dot icon in the upper-right corner next to the **New customer** button, then click it.
   ![Customers page with an arrow pointing to the options button next to New customer](https://imagedelivery.net/Zfyk64sRe26oWRokEfeV9w/05fba14a-4746-4e5e-77f7-41ba13c6e500/public)

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3. Select **Segments** from the menu.
   ![Options menu with Segments highlighted](https://imagedelivery.net/Zfyk64sRe26oWRokEfeV9w/199ff4f0-36fe-4b48-4733-97cdbbd4b500/public)

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4. On the segments screen, select **RFM segments** in the **System** category.
   ![Segments page with RFM segments highlighted](https://imagedelivery.net/Zfyk64sRe26oWRokEfeV9w/8e849c80-cdc5-4ca6-c8f9-4bb4ab0c1100/public)

### Detailed segment analysis

* Select the name of any segment in the percentage distribution table.
* The system displays the complete list of customers in that segment, including:
  * Full name
  * Email address
  * Date of the most recent transaction
  * Total lifetime purchase value

> Use filters and search to find specific customers efficiently.

### Strategic recommendations

* **Seasonal campaigns**: Target customers in the At risk segment before holidays and other special dates.
* **Loyalty program**: Create exclusive benefits for the Champions segment.
* **Reactivation strategies**: Offer specific incentives to the Inactive segment.

> Using RFM segmentation strategically in Bevits enables precise marketing communications and better customer relationships, increasing operational efficiency and business results.

### Configuring RFM parameters

> *We do not recommend changing the default RFM parameters. If you need to adjust them, follow these steps and contact support if you have questions.*

To adjust the segmentation criteria:

1. Select **Edit RFM parameters** using the button in the upper-right corner.
   ![Segments page with Edit RFM parameters highlighted](https://imagedelivery.net/Zfyk64sRe26oWRokEfeV9w/df4cea22-80b3-4d7d-4d7a-bc6308048d00/public)

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2. Set the lower and upper limits for:
   * **Recency (days)**: For example, a range from 7 to 30 days
   * **Frequency (number of transactions)**: For example, a range from 1 to 4 purchases
   * **Value**: For example, a range from 50 to 150
   <br />

3. Confirm your changes by selecting **Save**.

### Accessibility

<audio src="https://pub-53ae48a3cb9144c4b561fc9617c1aa48.r2.dev/ElevenLabs%20Text%20to%20Speech%20Apr%2026%202025.mp3" controls />
