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Best Practices

Best Practices:

  • Start with Broader Sizes: For initial exploratory runs across your entire customer database, start with a Cluster Size between 4 and 8. Increase to 20+ only when building niche micro-segment campaigns.

  • Combine Balanced Metrics: Pair transactional volume indicators (e.g., Number of Visits) with revenue indicators (e.g., Total Spend) for well-rounded customer profiles.

  • Filter Outliers: Exclude extreme outliers or inactive test accounts using Customer Filters to prevent skewed mean metric values.

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