Docs RFM Customer Segments

Settings

Under WooCommerce, Settings, Customer segments.

SectionSettingWhat it does
ScoringLookback windowAll time, 12, 24 or 36 months. A customer with no order inside it leaves the list.
Order statusesCompleted and processing by default.
RefundsSubtract from what was spent, or ignore. An order paid back in full stops counting.
Zero value ordersLeft out by default.
Score methodQuintiles or fixed thresholds.
SegmentsNames, colors, rulesSee section 4.
BadgesShow or hide on orders and on users.
Customers and dataMerge guestsSame billing email is one customer. Off: an account’s orders join, and guests stay by email.
Leave out rolesSuch as shop managers or wholesale buyers.
RecalculationNightly, weekly or manual.
Batch sizeOrders per background step. Lower it on a small server.
Consent fieldMeta key of your opt in plugin.
Remove dataDelete scores and settings when the plugin is deleted. Orders are never touched.
Customers and data.
Customers and data.