This macro-enabled Excel file comes with everything you need to score your Little Green Light constituents’ Recency, Frequency, and Monetary scores for RFM scoring.
Includes:
Instructions to create custom fields in LGL to store the RFM scores
Instructions to create and schedule an LGL report to feed into the Companion
Direct connection to LGL report results
Synopsis of your data’s values and customized suggestions for setting your scoring criteria for each component of the RFM score (thereby avoiding meaningless extreme scores)
One-click, instant RFM calculator
Instructions to import the RFM results back into your LGL database in just a few clicks - including in-database annotation to track historical RFM values
Instructions to refresh RFM scores on an annual basis (or desired frequency)
Every step is thoughtfully and clearly illustrated so that even the most novice LGL user can extract, calculate, and upload the data and start cultivating the hidden gems in their donor database.
