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Best Practices

Business Goal Recommended Action & Report Tab
Identifying VIPs for Special Rewards Use the Monetary tab to identify the threshold for your "Top 1%" and "Top 5%" spenders. Create a targeted segment for these users to receive exclusive early-access sales or VIP perks.
Optimizing Win-Back Campaigns Review the Recency tab to see when the majority of your customers drop off. If there is a massive spike at the "4-6 Months" mark, trigger an automated win-back discount at month 4 to prevent churn.
Timing Replenishment Emails Analyze the Intervals tab to find the most common timeframe between purchases. If most users return "Between 1 and 2 months," schedule your post-purchase product recommendations to send at the 30-day mark.
Measuring Retention Marketing Health Check the Customer Visits tab month-over-month. A healthy business should see the blue "Repeat" segments in the revenue chart growing steadily over time, indicating strong retention.