Creating a CRM Segment only takes a few steps.
Navigate to CRM > Segments.
Click Add Segment.
Configure your segment by selecting the following:
Name – Enter a name for your segment scheme.
Source – Choose whether you want to segment contacts based on Loyalty Activity or Orders.
Method – Select how you'd like to segment your contacts:
RFM (Recency, Frequency & Monetary)
Recency
Frequency
Monetary
4. Once you've finished configuring your segment, click Activate.
Leat will automatically begin calculating your customer segments. Your entire contact base is analysed every night, and contacts are automatically re-scored whenever their behaviour changes, such as after placing an order or earning loyalty activity, ensuring your segments always stay up to date.
