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Best Practices

  • Monitor Migration Patterns: Regularly check how acquisition cohorts move from New Customers or Promising segments into Champions or Dormant states within the RFM treemap.

  • Combine Category Data with Retention: Cross-reference category performance in Top Departments with cohort retention rates to identify high-value gateway products.

  • Automate Re-Engagement: Set up automated triggers in OptCulture Flows when cohort engagement drops, preventing customers from migrating to Lapsed or Lost status.

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