With a clear understanding of your customer segments through RFM analysis, you’re ready to turn that knowledge into impactful action. In this chapter, we’ll provide you with actionable strategies for engaging each RFM segment. You’ll find practical recommendations designed to boost retention, optimize conversions, and enhance overall customer relationships. Plus, you’ll get expert insights from agencies specializing in data-driven marketing to help you make the most of your RFM insights.
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Featuring Insight and Recommendations by Mattered
Mattered partners with leading brands to unlock growth throughout multiple areas of the marketing funnel. We merge human insight, creativity, and data analysis to craft impactful digital strategies
This segment consists of customers who previously exhibited high frequency and monetary value in their purchases but have recently become less engaged, failing to meet their past activity levels. These customers are showing signs of potential churn and have previously been a high value segment, making it crucial to act quickly before they disengage entirely.
The primary objective is to prevent imminent churn by reactivating their engagement. It’s crucial to act quickly through automation and tailor communication addressing their lack of recent activity.
Recommended Actions:
Personalized and Action-Oriented Messaging
In your initial messages, use action-oriented language to grab their attention, such as “Upgrade your routine now” or “Rediscover your favorites”. Personalize email content by including tailored product recommendations based on their previous purchases and reminding them of loyalty points or unused rewards.
Follow-Up with added Limited-Time Offers
As follow-ups, use playful and intriguing subject lines like “It’s not you, it’s us, isn’t it?” to spark curiosity and prompt opens. These fun messages break the ice and gently nudge them back into the conversation. Plus, leverage limited-time discounts or exclusive offers to create a sense of urgency and encourage a purchase.

Automate Churn Prevention
Create an automated multi-message flow when a customer enters this segment. Engage strategically by conditioning by loyalty redemption availability and including additional incentives like discounts in follow up messages.

Sleeping High Spenders
This segment consists of customers who have made infrequent but high-value purchases in the past but have not recently made a purchase. Their purchases were significant in the past, but since you haven’t seen them in a while, it’s time to reignite their interest and buying behavior.
The primary goal is to recapture high-value revenue by reactivating these previous big spenders. These customers have shown they are willing to make larger purchases, and with the right engagement strategy, they can be brought back into the fold.
Recommended Actions:
High-Touch Win-Back Campaign
To reconnect with these high-value customers, create a high-touch win-back campaign that makes them feel special and acknowledged for their past significant purchases. Start with a personalized email that highlights premium products or bundles similar to what they’ve bought before. Emphasize the exclusivity of the offering, showcasing how these items align with their previous high-value purchases.

Communicate with Customers on their Preferred channels with Wax and Yotpo
For many customers, especially outside of the US, WhatsApp is their preferred method of communication. With Wax and Yotpo’s integration, you can easily identify which customers in this segment use WhatsApp and send trigger flow messages directly to the app. Send an automated message when a customer enters the Sleeping High Spender segment directly to WhatsApp. Target these customers on WhatsApp in their relevant timezone, with winback strategies like personalized product recommendations and special discounts.
“For your highest value customers, it’s crucial that you’re staying top of mind, and a major part of that is messaging them on the channels they prefer to communicate on. Messaging on WhatsApp allows you to curate more personalized offers for these customers including sales or getting product feedback–it’s a perfect way to engage the biggest spenders.” – Guillaume Escolier, Co-founder and CEO of Wax

Featuring Insight and Recommendations by Flatline Agency
Flatline works closely with high-growth fashion brands like Baskets Amsterdam, Kuyichi, and Oger, and we see RFM as an essential tool for simplifying complex purchase behavior into clear engagement actions.
Leverage SMS Nudges Strategically
To drive urgency to this audience, SMS nudges used as ‘last call’ or ‘24 hours left’ are particularly effective at bringing more dormant customers back. This strategy can be used during times of end of season or long weekend sales.
Tap into Past Loyalty Engagement
Drive urgency and provide value around the next purchase in a way that taps into past customer loyalty. Automate messages based on upcoming loyalty points expiration or how close they are to unlocking the next VIP tier.
Regulars – Low Spenders
This segment includes customers who make purchases consistently but with relatively low order values. Despite these customers’ relatively low value purchases, they drive consistent revenue.
The goal for this segment is to turn these customers into loyal subscribers or increase their average order value (AOV) by encouraging modest growth in their basket size. Provide frictionless ways for these shoppers to purchase and smart incentives to encourage additional spend.
Recommended Actions:
Drive New Subscriptions with Recharge and Yotpo
Create a flow for Regular Low Spenders based on past orders. After their second or third order of the same product, encourage them to start a subscription. Emphasize the benefits of regular and consistent consumption and recommend add on products to enhance their routine. Offer subscription benefits through Recharge like subscription discounts, customizable subscription timeframes, and even higher discounts with bundles.

Allow Frictionless Subscription Management with Recharge and Yotpo
Tailor your new subscription and upcoming subscription purchase flow for customers in this segment. For each new Recharge automated subscription flow, you can easily add in a condition to target your Regular Low Spenders differently than your Regular High Spenders. Encourage lower spending customers to explore additional products that pair well with their current subscription.
“Customers who shop consistently—even in smaller amounts—are showing strong intent. With Yotpo’s segmentation and Recharge’s flexible subscription tools, brands can turn those steady buyers into loyal subscribers by offering smart incentives and a seamless management experience. Acquiring new subscription customers and tailoring subscription flows by RFM segment means you’re not just increasing AOV—you’re building lasting, personalized customer relationships.” – Lindy Crea VP of Partnerships & Solutions @ Recharge
Engage Strategically with Loyalty Communications
Loyalty programs are an excellent way to keep these customers coming back and gradually increase their likelihood of expanding category adoption and AOV. In fact, we typically see Loyalty customers who are engaged on SMS have a 32% increase in AOV and are purchase 4x more a year. To engage these customers on loyalty, promote Email subscribers to sign up for SMS and send automated loyalty flows like redemption reminders, VIP tier entry, and birthday reward communications on both Email & SMS channels.

Top Customers
This segment consists of customers who have made recent purchases and have spent a high value at a high frequency compared to other customers. These are your most profitable and loyal buyers, and nurturing this group is key to long-term success.
The goal with this segment is to maximize retention and lifetime value by continuing to engage and reward your most profitable customers. Keeping these customers loyal and engaged ensures that they continue to be a steady source of high-value revenue.
Recommended Actions:
Session Enrichment and Tailoring Email & SMS Communications with Elevar and Yotpo
Leveraging Elevar’s Session Enrichment capabilities, you can easily recognize these shoppers onsite, send this data back to Yotpo and subsequently tailor abandoned cart, browse abandonment and even product recommendation flows on Email & SMS to this segment. For example, adjust your tone to acknowledge their value, communicate loyalty status, and personalize incentives to keep them engaged.
“Your best customers deserve your best messaging. With Yotpo’s RFM data and Elevar’s Session Enrichment, brands can identify high-value buyers across sessions and trigger personalized flows that reflect their loyalty. Whether it’s a tailored cart reminder or a VIP incentive, this level of precision keeps top customers engaged—and coming back.” – Brad Redding, Founder of Elevar

Avoid Generic Messaging
When engaging with your Top Customers, it’s important to avoid one-size-fits-all messages. Tailor your communications to reflect their loyalty and high value to your brand. Condition your flows so that each message feels exclusive and relevant to their status as top-tier customers.

Offer Unique Rewards and Exclusive Early Access to New Products
Go above and beyond standard loyalty incentives by offering special sales, Gift with Purchase (GWP), or even VIP experiences for your Top Customers. Reward these high-value customers by offering early access to new product releases or limited-edition items. They will appreciate the exclusivity and feel valued as top supporters of your brand.

Regulars – High Spenders
This segment consists of customers who consistently make high-value purchases. They are repeat buyers who regularly spend significantly, making them an important group to nurture.
The goal with this segment is to drive customer retention by offering value and exclusivity. Work to expand category adoption and learn more about their preferences and interests, while deepening your relationship with them to enhance their lifetime value.
Recommended Actions:
Encourage Customers to Download Your App ft. Tapcart
As these customers are regularly making significant purchases with you, encouraging them to download your brand’s app is ideal. These customers having your app directly on their phone, opens up the possibility for exclusive offers like first access to new product launches or exclusive app-only sales. Leveraging Tapcart’s mobile app capabilities and the Yotpo x Tapcart integration will allow you to not only offer these exclusive offers to app customers, but also open up a new communication channel–push notifications.
“For your most loyal shoppers, having your app on their phone means more than convenience—it’s a gateway to exclusivity, deeper loyalty, and greater brand engagement. With Tapcart, we typically see app users drive a 12% boost in AOV and 82% increase in revenue-per-session, making mobile your most valuable channel.”– Jon Knott, Director of Ecosystem Partnerships @ Tapcart

Treat these customers as VIPs with special Loyalty Rewards
Since these customers are already spending a significant amount regularly, treat them as VIPs. You can set up dedicated Loyalty earning rules for them giving bonus rewards after reaching a particular spend threshold or each time they purchase from a new category. Automate Loyalty communications via SMS & Email like points updates, redemption availability, and new VIP tier entry.
Enroll your Customers into a Customer Advocacy or Ambassador Program with Later
Reach out to these customers and invite them to sign up for your customer advocate or ambassador program. Reward these customers and creators with promo codes, discounts, products or points in exchange for posting about your brand on social media or leaving a product review about the item they purchased.
“Building customer loyalty is critical to building a profitable and sustainable revenue stream. When you create customer and creator advocacy programs, it creates a mechanism to engage your top customers and give them an opportunity to promote how much they love your brand, ultimately supporting new customer acquisition.” — Kira Klaas, VP Corporate Marketing @ Later
New High Spenders
This segment consists of recent customers who made a relatively high-value purchase but have not yet developed ongoing buying patterns. These customers represent a key opportunity to solidify brand affinity and loyalty early on to prevent them from becoming a one-time, high-value buyer.
The goal with this segment is to solidify brand affinity and loyalty early. By nurturing these high-value customers from the start, you can increase the likelihood that they’ll return for repeat purchases, turning them into long-term, high-value supporters.
Recommended Actions:
Create a VIP Post Purchase Experience With Digioh and Yotpo
To increase likelihood of retaining these customers you need to provide a premium tailored experience. Set up a condition post-purchase to identify these high-value new shoppers and send them a survey via Digioh to learn more about their shopping preferences and leverage this data in your future SMS & Email strategy. Learn crucial information to use to personalize future messaging–for example, their skin and hair type and fragrance preferences. Use this data to send them more personalized recommendations and better anticipate their next purchase.
“Capturing zero-party data is one of the most powerful plays in the retention game. With Digioh, brands can launch VIP post-purchase surveys that immediately pass customer preferences into Yotpo, powering more personalized email and SMS flows. It’s real customer insight fueling real revenue—and the fastest way to turn a one-time big spender into a lifelong brand advocate.” – Blake Imperl, SVP of Marketing @ Digioh

Engage After Delivery
Once their order has been delivered, send an email that includes educational content about the specific products they purchased, as well as information about your brand ethos and values. This is also a great opportunity to encourage further engagement steps, such as subscribing to SMS updates, following your brand on social media, or joining your loyalty program.

New Low Spenders
Featuring Insight and Recommendations by Avex Designs
Avex helps industry-leading brands design, build, and optimize unified e-commerce experiences that retain customers and drive business growth. Avex leverages RFM analysis to make sense of customer behavior and translate it into action.
This segment includes recent customers who made a relatively low-value purchase. While they’ve shown interest in your brand, their purchasing behavior has yet to establish a pattern.
The primary goal with this segment is to secure the crucial second purchase to start building lasting buying habits.
Recommended Actions:
Use Threshold-Based Incentives Strategically
A successful strategy for lower spenders is offering a threshold to reach with additional value. Offering something like “Spend $75, get a free trial-size product” or “Spend $100, unlock a limited-edition item” gives customers a clear reason to return—and spend more. It’s not just a discount; it’s a way to increase product exposure and introduce them to items that may become repeat purchases.
Send Abandoned Cart Messages on WhatsApp with Wax and Yotpo for Relevant Customers
As these new customers continue to browse your site, it’s a critical moment to attempt to bring them back for a second purchase. Abandoned checkout is potentially the most critical as part of this customer journey. Using the WAX and Yotpo integration, you can automatically send a WhatsApp message to relevant customers who abandon their cart. Through this channel, send timely reminders, include images, videos of the abandoned items and offer personalized incentives, such as a discount or free shipping, to motivate them to finalize their purchase.

“With WhatsApp boasting open rates above 95% and its conversational nature, we can better understand why each customer abandons their cart and guide them back to purchase by offering personalized solutions. This approach allows us to recover 25% of abandoned carts directly through WhatsApp.” – Guillaume Escolier, Co-founder and CEO of Wax
Create a “Discover Your Favorites” Onboarding Flow
Develop a “Discover Your Favorites” onboarding flow that introduces them to other categories of your products. Help them explore new items they might love by focusing on category education. This approach encourages customers to engage more deeply with your brand, guiding them to make another purchase beyond their initial order.
Inactive Customers
Featuring insight and action from Reload Media
As Australia’s leading digital agency, Reload understands the complexities of modern marketing. That’s why top brands trust us to evaluate their digital presence, analyze market trends, and guide their next steps toward success. For over 15 years, Reload Media has been the trusted partner for exceptional digital marketing solutions. Reload prioritizes omni-channel execution of RFM strategy to set their clients apart and unlock even greater success.
This segment includes individuals who have not made any significant purchases in the last year, either in terms of frequency or monetary value. These customers have disengaged from your brand, and now it’s time to attempt a re-engagement.
Reload Media recommends always approaching this segment with a question: are they truly disengaged, or just not reachable through the channels we’re using? Attempting to test these customers’ readiness to reengage with your brand through a multichannel reengagement strategy is key.
Recommended Actions:
Automate a Multi-Channel, Multi-Message Flow
Set up an automated multi-channel flow that engages inactive customers across email and SMS. This flow should use attention-grabbing subject lines like “Remember Us?” or “We Miss You!” to catch their attention and prompt them to re-engage. Connecting the segment data to additional platforms like paid advertising can help you target this segment on paid platforms, especially important if they haven’t stayed subscribed to your Email & SMS channels.

Trigger timely and personalized onsite popups
Reload Media also recommends leveraging onsite pop-ups for this audience. If a returning Inactive Customer hits the site, but isn’t opted in, you can trigger a pop-up with a cheeky message that includes welcome back messaging and offer to try and bring them back.
Include a Quick 1-Question Survey
A few days after the first couple of messages, include a quick, 1-question survey in your email to gather valuable intelligence about why they stopped purchasing. This insight will help you understand their reasons for disengagement and improve future customer retention strategies.
