Docs

RFM Customer Segments

See who your champions, loyal, at risk and lost customers are, right inside WooCommerce, with no monthly bill and no data leaving your server.

  1. What the plugin doesMost stores treat every customer the same. They send one discount to everyone, give margin away to people who would have bought…
  2. First setupInstall and activate WooCommerce, then this plugin. Click Start scoring in the notice. Scoring runs in the background in small batches. While…
  3. How scoring worksEach customer gets three scores from 1 to 5, with 5 the best. Score Measures Good means R Recency Days since the…
  4. The ten segmentsRules are checked from the top, and the first one that fits wins. Segment R F M Who this is, and what…
  5. The dashboardCounts, revenue share and average order per segment, the RFM grid and the week of movement. Segments table. Click a segment to…
  6. The customer list and CSVFilter by segment, each score, last order date, orders, total spent, country and registered or guest. Sort by any column and search…
  7. Orders and usersA colored badge in the orders list and a panel on the order screen tell staff who they are serving. Both work…
  8. SettingsUnder WooCommerce, Settings, Customer segments . Section Setting What it does Scoring Lookback window All time, 12, 24 or 36 months. A…
  9. Pro: custom segmentsBuild your own groups under Customer Segments, Custom segments . Rules inside a group must all fit (AND), and a customer can…
  10. Pro: email platformsPlatform What is sent Where it runs Mailchimp Email, name and a tag such as RFM Champions. The old tag comes off.…
  11. Pro: win back couponsWhen a customer slips into a chosen segment, At Risk and Cannot Lose by default, they get a personal coupon in a…
  12. Pro: alerts and digestA drop alert emails the store when a customer drops from a watched segment, Champions and Loyal by default. It waits 10…
  13. Pro: reportsUnder Customer Segments, Reports . If you add Pro to a store that was already scored, it runs one quiet scoring run…
  14. Pro: exports, notices, roles and tagsScheduled exports A daily or weekly CSV of any segment, by email or into a protected uploads folder with random file names.…
  15. Pro: REST API and WP-CLIAll routes need a user who can manage WooCommerce, for example with an application password. Route Does GET /wp-json/wfcs/v1/segments Ready and custom…
  16. Requirements, privacy and FAQWordPress 6.2, PHP 7.4 and WooCommerce 8.0 or newer. Works with High Performance Order Storage and legacy order storage. Pro needs the…