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Best Practices

  • MonitorSequence MigrationLogic Patterns:in Funnels: RegularlyEnsure checksequential howdependencies acquisitionmatch cohortscustomer movelifecycle fromflow. NewStep Customers1 orshould Promisingrepresent segmentsyour intoinitial Championssource orgroup Dormant(100%), stateswhile withinsubsequent thesteps RFMfilter treemap.progressive actions.

  • CombineIdentify CategoryDrop-off Data with Retention: Cross-reference category performanceWindows in TopRepeats: DepartmentsLook withfor cohortsharp retentiondrops ratesin the Customer Repeats matrix (e.g., from M0 to identifyM1). high-valueUse gatewaythe products.Not visited option to re-engage customers before churn becomes permanent.

  • AutomateStandardize Re-Engagement:Segment Naming: SetWhen upcreating automatedsegments triggersfrom cohort flows or retention matrices, include the cohort month and period in OptCulturethe Flowsname when(e.g., cohort engagement drops, preventing customers from migrating to LapsedRepeats_Jan2026_M1_Visited or Lost statusRepeats_Jan2026_M1_NotVisited).