AI Assistant (Leat MCP)
July 20
→
Segmentation
Group your customers by how they actually behave, not by a list you built once. Segment by recency, frequency, monetary value, or all three, on loyalty activity or on orders, and get ready-made groups like Champions and At Risk. Because customers move between segments as they visit, spend, and stay away, every campaign reaches the right people today. |
Group contacts by recency, how recently they were last active. By frequency, how often they come back. By monetary value, how much they've spent. Or combine all three. Each method answers a different question: who's drifting away, who's become a regular, who's worth the most to you. Pick the one that fits what you're trying to do, give the segment a name, and it's ready.
RFM scores every contact on recency, frequency, and monetary value together and sorts them into segments like Champions and At Risk. Champions buy often, spend well, and were here recently. At Risk customers used to be valuable but haven't been back in a while. Instead of building these groups by hand, you get them ready-made from your own data, with names that tell you what to do next.
Choose the source the segment is built on. Loyalty bases it on loyalty transactions, so you see how members behave in your program. Orders bases it on purchases, so you see how customers behave as buyers. Same method, different lens, depending on whether you're shaping the program or the business around it.
A segment isn't a list you export and forget. As customers visit, spend, and stay away, they move between segments on their own. Use a segment as the audience for a campaign, the group for a recurring voucher, or the starting point of an automation, and it always reaches the people who belong in it today.
Winning back At Risk customers
Send a personal offer to valuable customers before they're gone for good
Rewarding Champions
Give your best customers something extra, like a recurring voucher or early access
Turning first visits into habits
Find customers who came once and give them a reason to come back
Focusing spend where it counts
Put your best offers in front of the customers with the highest value
Location-specific engagement
Audiences can reflect customers’ preferred, most-visited, or eligible locations.
Fixed operational lists
Static groups preserve defined membership for events, imported audiences, exclusions, and other one-time needs.
