Create Customer Group - Smart RFIM Grouping

SHOPLINE's "Customer Group" feature will allow you to use a variety of filters to segment your audience accurately. You can also export relevant reports of specific customer groups so that you can formulate the best marketing strategies and promotional activities for this customer group.

In this article, you will learn the Smart RFIM filter conditions for the customer groups.

• Customer group - Smart RFIM introduction
• "High/ Mid/ Low" options for Purchase Behavior filter condition

 

1. Customer Group - Smart RFIM introduction 

There are 9 Smart RFIM customer grouping filter conditions:

Name	Definition	Update frequency
Engaged Customer	A Customer who hasn't purchased but has visited or interacted with your store within 3 times of the store's Repurchase Cycle (Remark 1) *Visit means interactions on social media platforms (messages and comments) and online store visits. Customers who have only interacted on the social media platform but have not left information in the online store to bound as online customers will not be included.	Daily
New Shopper	One-time Shoppers who are ready to repurchase lately	Daily
Active Shopper	Repeated Shoppers who just purchased recently	Daily
Potential Shopper	One-time Shoppers who might repurchase lately (Remark 2)	Daily
Ready-to-Repurchase	Repeated Shoppers who might repurchase lately (Remark 2)	Daily
Lost Shopper	One-time Shoppers who haven't purchased or interacted with your store for a while	Daily
Sleeping Shopper	Repeated Shoppers who haven't purchased or interacted with your store in a while	Daily
Loyal Shopper	Repeated Shoppers whose lifetime order is greater than or equal to the top 25% or 3 orders, and have just purchased recently	Daily
Top Shopper	Repeated Shoppers whose lifetime order and total spend are in the top 10 % of the store, and have just purchased recently	Daily

*Remarks: 

1. The store's repurchase cycle is the overall TBO median of all repeated shoppers, which is calculated by taking all orders from repeated shoppers within the past two years and calculating each shopper's time-between-order (TBO) median.
   For new merchants who haven't accumulated orders for more than 6 months, the Smart RFIM model will use the average repurchase cycle as the new merchant's repurchase cycle until this new merchant has orders for more than 6 months.
2. The shopper is recognized as ready to repurchase if fulfilling any one of the following conditions: the shopper enters the predicted repurchase cycle of the online store, or has interactions with the store even beyond the predicted repurchase cycle.
3. The system will multiply the store's "predicted repurchase cycle" by 0.8 to automatically calculate the actual number of "recent" days.

 

Summary and example of Smart RFIM Grouping

If you want to learn more about Smart RFIM Grouping-related data (Ex: Order Count, Total Spend) please refer to this article. 

To understand the definition of the repurchase cycle (e.g., "recently purchased," "ready-to-repurchase," etc.), please refer to the X-axis of the chart in Smart RFIM Segment Insights.

*Note: You can right-click the image and select Open Image in New Tab to enlarge and browse the tables below.

*Note: The Smart RFIM grouping might occur overlapping eligibility. If you do not wish to send repeated marketing campaigns such as store credits, member points, and broadcasts, please avoid selecting the filter conditions that cause this situation. We recommend you use the "exclude" feature to avoid filter conditions for eligibility overlapping. 

Eligibility overlap scenarios:

1. A customer could be an Active Shopper & Loyal Shopper simultaneously 
2. A customer could be a Ready-to-Repurchase Shopper & Loyal Shopper simultaneously 
3. A customer could be a Loyal Shopper & Top Shopper simultaneously
4. A Customer could be an Active Shopper & Loyal Shopper & Top Shopper simultaneously 
5. A customer could be a Ready-to-Repurchase & Loyal Shopper & Top Shopper simultaneously 

 

2. "High/ Mid/ Low" options for Purchase Behavior filter condition

Name	Definition	Update frequency
"High/ Mid/ Low" smart options for Money Spent	Divide the spent amount of store customers into quartiles High: Cumulative spent amount is higher than the first quartile (top 25%) Mid: Cumulative spent amount is between the third and first quartile Low: Cumulative spent amount is lower than the third quartile (lower 25%)	Daily
"High/ Mid/ Low" smart options for AOV	Divide the AOV amount of store customers into quartiles High: AOV is higher than the first quartile (top 25%) Mid: AOV is between the third and first quartile Low: AOV is lower than the third quartile (lower 25%)	Daily

 

Read more

• Create Customer Group
• Customer Group Management
• Create Customer Group - General Filter

• Customer Group Analytics