Dotdigital ships native RFM bands (Champions / Loyal / At Risk / Hibernating). Vendor-unique view.
At a glance
Distribution of contacts across Dotdigital’s native Recency, Frequency, Monetary segmentation. This is one of the few genuinely platform-unique features Dotdigital ships out of the box (Klaviyo charges extra for predictive analytics; Mailchimp doesn’t ship RFM at all). The card returns the contact-count and revenue-share for each of: Champions, Loyal Customers, Potential Loyalists, New Customers, Promising, Need Attention, About to Sleep, At Risk, Cannot Lose Them, Hibernating, Lost.
Calculation
Calculated automatically from your Dotdigital data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.Worked example
A UK B2C beauty brand on Magento with Dotdigital, 4 years of order history. Active list 184,000 contacts. Snapshot taken 02 May 26.
What’s interesting:
- The high-value triangle (Champions + Loyal + Cannot Lose Them) is 10.4% of contacts but 47.2% of revenue. This is the core of the business; protect this group with priority access, early-product previews, and dedicated VIP communication.
- Lost + Hibernating is 46.1% of the contact list but generates 4.1% of revenue. The brand is paying Dotdigital to send to a group that doesn’t buy. The right move: drop frequency to 1 send per quarter, run a single re-permissioning campaign across 6 months, then suppress non-responders. This will shrink the list to roughly 110,000 but recover deliverability headroom and reduce send-cost per active contact.
- Cannot Lose Them is 1.7% of contacts but 4.2% of revenue with £131 average LTV. This is the most urgent win-back target, contacts who used to spend heavily but have lapsed. They are typically responsive to a personalised “we miss you” send with a strong offer; Dotdigital’s recommendation is a 3-step Cannot-Lose-Them programme.
- New Customers (7.7%) at £58 avg LTV is below mature lifecycle averages. Brands typically see new-customer LTV double within 12 months as second and third orders compound. This brand’s New Customer LTV is healthy if the brand is post-launch growth phase; concerning if the brand is mature.
- Champions average £457 LTV vs Lost at £2. The 200x ratio between top and bottom segments is normal for B2C beauty; in luxury it can be 1000x. Use the high end to justify acquisition spend (CAC up to £100 to £200 still works against a £457 lifetime), and use the low end as the cap on win-back budget (don’t spend more than £20 to win back a £43-LTV contact).
Sibling cards merchants should reference together
Reconciling against the vendor’s own dashboard
Where to look in Dotdigital: r1-app.dotdigital.com → Insights → RFM Analysis for the visual matrix view (5x5 R-F grid colour-coded by Monetary). Click into any cell to drill down to the contact list. The matrix is the most useful view for hands-on segment building; this card is the headline distribution. For the segment-as-list view: Audience → Segments → System Segments shows each RFM segment as a usable target for campaigns and programmes. Each is dynamically maintained, the contact membership updates as orders happen. Why our number may legitimately differ from Dotdigital’s dashboard:
Cross-connector reconciliation:
RFM is a Dotdigital-specific framing; the closest peer is Klaviyo’s Predictive Analytics, which uses a model rather than a rules-based 5x5 grid.
Known limitations / merchant FAQs
The bands are relative to my own contacts, what’s a “5” on Monetary actually mean? A 5 on Monetary means the contact is in the top 20% of the merchant’s own customers by 12-month spend. The thresholds shift as the customer base changes: a brand growing fast will see the M5 floor rise; a contracting brand will see it fall. Don’t compare M-scores across brands, they aren’t comparable. Compare trends in segment size and revenue share. My Lost segment is 30%+ of my list. Should I delete those contacts? Suppress, don’t delete. Suppression keeps the contact’s history (so if they ever re-engage you can re-permission them), but stops you sending and stops them counting toward your active subscriber count for billing purposes. Run a single re-permissioning campaign across your Lost segment offering them either: (a) a strong incentive to come back, or (b) the option to confirm they want to keep hearing from you. Suppress everyone who doesn’t engage with that single send. My Champions segment grew 40% in 90 days. What did I do right? A surge in Champions usually has 1 of 2 causes: (a) a tentpole acquisition campaign (BFCM, Mother’s Day, product launch) brought in high-quality customers who immediately purchased again, lifting their Frequency and Recency to the top bands; (b) a Welcome programme upgrade is converting first-time buyers into multi-buy customers faster than before. Check Active Subscribers Estimate for list growth rate and Welcome Programme Status for setup changes. My At Risk + Cannot Lose Them is growing. Is that bad? Yes, this is the most important warning signal in RFM. It means high-value customers are slipping in Recency, they used to buy frequently but have lapsed. Build a Cannot-Lose-Them programme immediately: 3 sends over 14 days, the first acknowledging they’ve been quiet, the second offering a personalised reason to come back (new arrival, restock, anniversary), the third with a discount or early-access incentive. Time matters; once they cross to Hibernating the recovery rate halves. Why are some contacts in “Promising” with 0 orders? “Promising” can include contacts with high engagement (opens, clicks, browse activity) but no orders yet. Dotdigital’s RFM looks at the engagement-derived score not just orders for the early-lifecycle bands. These are warm leads, treat them with first-purchase incentive content. Can I use RFM segments in programmes? Yes. Each system segment is selectable as a programme entry condition or exit condition. Common patterns: “send Welcome programme only to New Customers in their first 30 days”, “exit win-back programme as soon as contact moves to Champions”, “skip frequent-buyer prompts for contacts already in Loyal”. My RFM seems to take 1 to 2 days to update after I see new orders. Why? Calculation runs nightly at the regional pod’s 02:00 local time. So an order placed at 14:00 today won’t be reflected in this card until tomorrow’s pull. For real-time counter-uses, the order itself triggers aPlaced Order event that’s available immediately for trigger purposes; only the RFM segment membership lags by a day.
My multi-currency store, are the M scores accurate?
Yes, all order values are normalised to account base currency at order-time FX before scoring. So a contact who placed a €120 order in France is scored on the £-equivalent at the daily rate that day. Multi-currency does not break RFM scoring, but it does mean an order’s M-contribution can move slightly with FX over the 12-month window.
Why doesn’t my Champions count match the Dotdigital segment count?
Two possibilities: (a) the Dotdigital UI counts include suppressed contacts who would qualify, while Vortex IQ counts only active sendable contacts, or (b) the calculation just refreshed on one side but not the other. The right answer is on Dotdigital’s UI for absolute “membership”; Vortex IQ’s number is “membership AND reachable”, which is the more useful count for marketing planning.