To generate and query RFM results
1. From Marketing, select RFM Analytics and open the RFM analysis definition.
2. Click Run.
A status message displays on the Summary tab. If an error message such as "An error has occurred while generating Lists" appears, click on the message to see more details.
3. View the results on the Results tab.
Your results may look similar to the following example:
To query the results of an RFM analysis
1. From Marketing, select RFM Analytics and open the RFM analysis definition.
2. Select contacts from the following RFM criteria:
□ Recency ranking
□ Frequency ranking
□ Monetary ranking
□ Combined ranking
□ Total ranking
□ First amount
□ First amount date
□ Last amount
□ Last amount date
□ Highest amount
□ Highest amount date
3. To purge the results, select Delete List.
4. To create a query for use in Campaigns, select Create Query.