RFM Transitions

Analyze the flow of customers between various segments with RFM Transitions.

Transitions

RFM transitions highlight how users move between different RFM segments over a selected time frame; such as from Rising star to At risk. These insights help marketers track which users are improving, declining, or newly engaged, offering a clear view of evolving customer behavior. Marketers can instantly act on these insights by saving segments, launching campaigns, downloading lists, or checking user reachability. This view enables smarter targeting by showing where each user stands across varying levels of engagement.

For example, you might see how many New users transitioned to Loyal users or how many "At-Risk" customers became Dormant.

Visualise these transitions on the Netcore CE dashboard, which clearly shows the flow of customers between various segments.

HeadersDescription
Past DurationPrevious time range such as Jan 1–31 representing earlier user behavior.
Selected DurationRecent time range such as Feb 1–29 for comparing user behavior.
Transition TimeThe in-between window where user behavior changes are observed.
View Flow of Customers Between Various Segments

View Flow of Customers Between Various Segments

Hover over a segment to view its details. Clicking on the segment will open the Take action box, where you can perform the following actions:

  • Save as Segment: Save the segment for future use.

  • Create Campaign: Create a campaign based on this segment. The supported channels for campaign creation are:

    • Email
    • SMS
    • RCS
    • WhatsApp
    • App Push
    • In App Message
    • Web Message

    Next select desired delivery type based on channel selected.

You can also download the report by entering your desired email ID to receive the data.

Tabular view of transition

Scroll down to see a tabular view of the segment transitions. The table includes the following headers:

  • Last Duration: The previous time period used in the transition.
  • Selected Duration: The current time period selected for analysis.
  • User Count: The total number of users in the selected segment.
  • Percentage: The percentage change in user activity between the two durations.

Recency

The Recency Distribution shows how recently users interacted with your platform, such as the last time they opened the app, made a purchase, or completed any other meaningful action. The assumption is that the more recent the interaction, the higher the likelihood of the user engaging with future campaigns or making a conversion.

The Y-axis shows number of users and X-axis shows number of days. You can download this graph as PNG, JPEG or PDF.

The histogram categorizes users into time-based buckets based on the number of days since their last activity. This distribution is essential for re-engagement strategies, identifying dormant users, and triggering recovery campaigns.

Recency distribution group

GroupUsers
Day 0-1Hyper-recent users
Day 2
Day 3
Day 4–7Week 1 drop-off risks
Day 8–14Week 2 typical engagement
Day 15–21Week 3 moderate engagement
Day 22–30Monthly return pattern
Day 31–60Mildly dormant
Day 61–90Low activity phase
Day 91–180At risk / long dormant

Example Table:

Recency Distribution GroupUser Count
Day 0-112,430
Day 4–79,120
Day 91–1803,280

Use Cases:

  • E-commerce: Re-engage "Day 4–7" users before they drop off to increase retention rates.
  • BFSI: Send reminders or alerts to "Day 31–60" investment clients to renew or top-up their investments.
  • Travel: Trigger win-back campaigns for "Day 91–180" travelers to rebook their next trips.

Frequency

The Frequency Distribution shows how often a user has engaged within a specified time period. This could involve app sessions, product views, purchases, or other actions. It allows you to segment users based on their engagement intensity, identifying loyal power users versus occasional or one-time visitors.

The Y-axis shows number of users and X-axis shows frequency engagement. You can download this graph as PNG, JPEG or PDF.

Frequency distribution group

BucketEngagement Level
1New users, onboarding
2–5Early engagement
6Transition zone
7–8
9–10
11–15Mid-level engagement
16–30High engagement
31–100Super users / Power users
100+

Example Table:

Frequency Distribution GroupUser Count
18,950
2–515,320
16–301,420

Use Cases:

  • E-commerce: Offer loyalty rewards to high-frequency buyers (16–30).
  • BFSI: Educate first-time visitors with engaging journeys or demos to convert them into long-term clients.
  • Travel: Target 6–10 trip bookers for referral incentives to expand your user base.

Monetary

The Monetary Distribution shows the total revenue contributed by each user in a given time period. This can be from purchases, bookings, premium upgrades, or other monetizable events. This distribution helps identify high, mid, and low-value users, enabling you to create targeted campaigns for upselling or rewarding top spenders.

Histogram Buckets (Example Numbers):

Bucket (Spending)Notes
0–100Low value, price-sensitive
101–300Casual spenders
301–500Value shoppers
501–1,000Mid-tier buyers
1,001–2,000Consistent high spenders
2,001–5,000Premium buyers
5,001+Top-tier spenders

Example Table:

Monetary Distribution GroupUser Count
0–10014,200
501–1,0007,650
5,001+820

Use Cases:

  • E-commerce: Target top-tier shoppers (5,001+) with exclusive early-access campaigns for new product launches.
  • BFSI: Offer premium investment plans to clients who spend between 1,000–5,000, focusing on tailored investment opportunities.
  • Travel: Promote entry-level packages or EMI options to price-sensitive users (0–300).