Examples of use

Choose customer groups for follow-up from course purchase history

Use the Customer Course RFM to view the length of time since the last course purchase, the bill amount, and the value of the purchased course. To select a group and check the names before having the team set up follow-up work.

For clinics that sell courses

Work sequence

  1. Set the scope according to the question.

    Select the time period and course or category to analyze. Use the same range and scope when comparing customer groups. so that the numbers have the same meaning

  2. Read R, F and M correctly.

    R is the number of days from the last qualifying purchase, F is the number of bills purchased during the selected period, and M is the net purchased course value. Split payments or purchasing multiple units in one bill does not increase F multiple times.

  3. Check the names before following.

    Review group information and open the selected patient's file. Before having the responsible person determine the contact method This report is based on purchasing behavior and does not send automated campaigns.

Things that should be checked before continuing work.

Scope of purchase and meaning of R, F, M used for analysis. List of customers who have been checked and follow-up work that the team must continue to handle.

Scope of the sample

RFM refers to purchasing a course. Not the frequency of service Contacting and sending messages is a task that the team must continue to handle. The example uses hypothetical data.

Frequently asked questions

Frequency counted from receiving service or not?

Counting from the number of bills that have purchased courses according to the selected area. Purchasing multiple units or splitting payments on the same bill does not increase the bill amount.

Does the system send campaigns immediately to the selected group?

This page helps analyze and select items for review. For contacting or sending messages, the actual channel, permissions, and settings must be checked separately.

Compare this example with your clinic's work.

Write down the steps, information, and conditions that the clinic must use. Then talk with the Keenix team to assess suitability before starting use.