| title | author | date | output |
|---|---|---|---|
README |
Jim Porzak |
April 1, 2017 |
html_document |
rfmr
Recency, Frequency, and Monetary Value (aka RFM) in R.
This is a work in progress!
The general goal is to modernize and package the first half of my classic useR! 2008 tutorial Using R for Customer Segmentation (slides 1-40)
Specifically, the detailed goals for rfmr are to have:
- Sample data sets. The original one plus a sanitized order file from a movie theater
- Functions to build RFM metrics from a customer order file
- Functions to visualize these RFM metrics
- Functions to segment customers based on their RFM metrics
- Functions to visualize these customer segments
- Functions to track customers migrating between segments over time and fire off alarms to trigger marketing actions
- Augment basic RFM with additional engagement metrics such as breadth
- Vignettes covering
- Basic RFM methods
- Using a remote SQL database for the customer data (as opposed to local in-memory tables)
- Integrating with other marketing systems
"Modernize" above means moving to the "tidyverse"
Roadmap
Subject to user feedback!
- Initial release will have the first four bullets above implemented against local data and the first vignette.
- Second release will add customer segment tracking.
- Third release will add remote SQL database capability.
- Finally we'll add the integration piece.