How can I set the score for each label | CRM FAQs

How can I set the score for each label?

There are two ways segmentation scoring can be done:

  • Manual

  • Automatic (available only in the Ultimate edition)

The segmentation score is set in a range of 1-5 by default. You can adjust the score range by moving the slider to the desired position like 1-2, 1-3, or 1-4. 

Once the score range is set, you can choose either a manual or automatic method of calculation for assigning the segment labels to records.

 

Manual: You have to define the criteria manually and set the score for the system to use to compute the R, F, and M scores. For example:

  • Enter the score of the Recency score as 5 if the sale closing date is "between this week and last week" or "is not last month". Similarly, the score will be 4 if the recent purchase time is "till yesterday".

  • You can set that if the number of purchases is more than 8 in the Frequency field, the score will be 5 and if it is between 5 and 10 the score will be 4, and so on.

  • In the Monetary field, set the score as 5 if the amount spent is more than $1500 and 4 if the amount is between $800 and $1200.

Automatic: The system will automatically compute the RFM score using the percentile method. The entire data set is divided into five parts (to give scores within a range of 1-5) with distribution at the 20th percentiles. This means that each RFM score will be split across the percentiles percentile: 0 to 20, 20 to 40, 40 to 60.

For the recency score, the dataset will be arranged from the most recent purchase to the oldest purchase. For example, if the most recent purchase was a week ago and the oldest purchase was 6 months ago, CRM will set these two times as the boundaries and draw the percentiles within this time period. The scores will change at every 20th percentile.

Similarly, for frequency and monetary fields the datasets will be arranged from the highest to lowest occurrence and highest to lowest value respectively.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training


                  Zoho TeamInbox Resources




                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW


                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now











                                                      Resources

                                                      Videos

                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                      eBooks

                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                      Webinars

                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.



                                                        Zoho Show Resources