EDITED Signal: How Do I Create A Customer Recipe? 

EDITED Signal includes Customer Recipes designed to help retailers fuel Customer Data Platforms, Email Service Providers, and other marketing edge systems with comprehensive customer attributes. The Customer Recipe provides innovative fields spanning the following dimensions: 

• Profile Comparisons: In addition to standard RFM cohorts, percentile distributions are provided across profit, revenue, return rate, discount rate, and more.
• Channels: Purchase channels and locations by customer are available to help develop campaigns that create greater retailer and brand loyalty.
• Demographics: Gender, age, geographic location, loyalty status, and other standard fields provided to the customer data model can be used for targeting.
• Behaviors: Purchase histories are evaluated to identify first, last, and dominant product categories, brands, purchase channels, marketing channels, and more.
• Predictions: Next category or brand most likely to be purchased, likelihood to buy or churn, repurchase risk, etc. 
  
  

How to Create Your Recipe (Customer)

You can create Customer Recipes to set up automations for specific groups and segments based on the above.

• Click Create Recipe on the right side of the default landing page. 
  
  

• Select the Recipe type. 
  
  

You will then be asked to choose one of the six Segment Types.

• Nurture: Ensure your best customers are loyal and treated well.
• Nudge: Encourage customers to make additional purchases across categories, brands, etc.
• Fast Track: Target potential high-value customers early. 
• Custom: Custom segments to drive ad-hoc campaigns.
• Exclude: Remove profit-abusing customers from discounting campaigns.
• Winback: Reactivate valuable customers.
  
  

Once you have selected your Segment Type, you can customize the criteria of that specific customer Recipe. 

• Type in a Recipe Name & Description.
  
  

Use the dropdowns and text boxes to amend the base criteria to align with your business expectations. Every Segment Type will have a different Base Criteria to complete based on the action required.

• Use the dropdown to select the metrics of choice, e.g., Profit.
• Type in the percentile value, e.g., 80.

This will create a list of all customers with a Customer Lifetime Profit that scores in the 80th percentile or higher compared to other customers. 

You can apply Additional Criteria via filters to add further specificity to the Recipe. 

• Click +Add Field.
• Select the Field or Metric from the first dropdown, e.g., Average Days Between Purchase.
• Select the appropriate rule from the second dropdown: greater than, less than, equal to, etc. 
• Type in a value to the third textbox, e.g., 30.
  
  

How to Preview Your Recipe

You can preview your Recipe's results once you have created it. 

• Click Preview. 

You will then be asked to add a filter, e.g., a Product Category or a list of product IDs, to preview and check that your Recipe and automation are set up as required on a sample. See the example below where we have added the category Footwear. 

• Click the blue Preview Button

You will then be taken to a grid view. This grid view shows a list of customer IDs that correspond to the rules and criteria applied in the Recipe. You can tailor campaigns, strategies, and actions to this customer group. 

If you do not see the expected results from the preview, go back to the default landing page and edit the Recipe as required. 

Once you are happy with the preview, create your Recipe.

• Click Create Recipe at the bottom right of the pop-up where you created your Recipe.