What problem does it solve?
Segment diverse customer bases into meaningful cohorts based on recency, frequency, and monetary value so marketing, retention, and acquisition teams can target the right customers with the right message and avoid wasted spend.
Core Features & Use Cases
- RFM Scoring & Classification: Quantile-based RFM calculation (NTILE) to produce r_score, f_score, m_score, rfm_total, and rfm_cell for stable segmentation.
- Platform Coverage: Recipes and platform-specific guidance for Shopify, WooCommerce, BigCommerce, and custom/headless stores with sync options to Klaviyo and Metorik.
- Cohort Retention & Behavioral Rules: Cohort retention SQL, behavioral rule type definitions, and guidance for building event/property/segment-based rules and nightly materialization.
- Marketing Exports & Suppression Lists: Batched Klaviyo list sync guidance and SHA-256 hashed suppression exports for Meta to protect privacy and avoid wasted ad spend.
- Operational Best Practices: Nightly refresh, segment size validation, deduplication guidance, and recommended indices and upsert patterns for production use.
Quick Start
Segment customers into a "Champions" cohort using r>=4, f>=4, m>=4, export that cohort to Klaviyo as a list, and generate a SHA-256 hashed suppression list of recent buyers for Meta.