
RFM Done Easy for Creatio
Overview
Product overview
Pricing
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Pricing FAQ
Support
Installation
Setup guide
Quick Guide: Setting Up and Using the RFM Analysis App for Creatio
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Open the RFM Status Lookup
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Go to the RFM Statuses lookup section in the Lookups section.
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Add Categories
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Create the list of categories you want to use for segmenting your customer base according to RFM analysis.
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Examples: Silver, Gold, Platinum.
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Define RFM Parameters for Each Category
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For each category, specify the range for:
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Recency – number of days since the last purchase (from – to).
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Frequency – number of purchases in a given period (from – to).
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Monetary Value – total amount spent in a given period (from – to).
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Built-in Processes
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(RFM) Segmentation calculation weekly start – runs automatically every Monday at 1:00 AM and also supports manual launch. In manual mode, it provides an interface to select the calculation date the user wants to apply.
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Special "RFM Segmentations" Detail
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In both the Contacts and Accounts sections, a dedicated RFM Segmentations detail has been added.
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This detail keeps a historical log for each customer, showing:
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The date when the calculation was performed.
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The RFM status (from the RFM Statuses directory) assigned to the customer on that date.
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Use the Results
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Apply the generated categories for targeted marketing campaigns, sales optimization, and customer retention activities.
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Particular value comes from the historical tracking of RFM statuses over time, enabling analysis of how customer segments change month-to-month and helping identify trends in customer behavior.
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Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.