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Wondaris RFM Trial

Wondaris RFM Trial

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    • Overview

    Our Wondaris RFM trial gives you immediate access to ready-made models, including RFM - enabling you to uncover high-value audiences, all ready to activate directly into your marketing channels.

    Instead of guessing who your best customers are, Wondaris uses your existing data to automatically identify your highest-value segments. You'll be ready to start targeting the right people with the right message - immediately.

    What's included in your trial

    Easy-to-use audience builder for marketers
    Ready-made RFM model
    Direct activation into channels like Google Ads + Meta
    Expert data onboarding support

    Get started now

    The following outlines what needs to be done to get started right now!

    Data Preparation

    Get your data ready to allow Wondaris to access it - this could be data in your warehouse and could optionally be pre-filtered to limit the data available to Wondaris.

    What data should you put in Wondaris?

    Retail Data to Include

    The following outlines the data sets and fields valuable to bring into Wondaris for your RFM trial. It highlights data relevant for customer match uploads to DSPs (and various other use cases) and includes suggested fields for each data set.

    Note: This is a starting point, and specific fields may vary depending on your business needs. For the RFM trial, the event data is likely not needed - purely focus on Customer & Transactions.

    Warehouse Specific Preparation

    BigQuery

    BigQuery Authorisation Best Practices: Secure Connection Guide

    Snowflake

    Snowflake Authorisation Best Practices: Secure Connection Guide

    Authorise Data Access

    BigQuery

    Connect to BigQuery in Wondaris

    Snowflake

    Connect to Snowflake in Wondaris

    CSV

    Contact Us if you would like to use a CSV to put data into Wondaris for your RFM trial and we will provide you with the required access. If you chose this option on sign up, we will be in touch with you.

    Configure Data in Wondaris

    Configure data in Wondaris

    Add Customer Table customer

    Configure data in Wondaris

    Add Transaction (Event) Table event

    Configure data in Wondaris

    Metadata

    Managing Your Metadata in Wondaris

    Manage your metadata

    Once you have configured Wondaris to access your data it will provide suggestions for the friendly name, description & metadata tag/s for each column in your data. Making sure these suggestions are accurate is an important step - to do this, follow the instructions below.

    Managing Your Metadata in Wondaris

     

    Configure RFM Model

    Now that you've configured your data inside Wondaris, it’s time to create an RFM model - this is a simple step by step process that Wondaris walks you through.

    To learn how to complete this step, visit our official RFM documentation: Recency, Frequency, Monetary (RFM) Enrichment

    Authorise a Destination

    Before you can send your customer segment to your chosen DSP, you need to authorise Wondaris to send it there on your behalf.

    Learn how to do this in our official how to guides: Creating a destination connection

    Information about the various destinations (which may or may not be enabled in your account) can be found in our Destination Types official docs!

    Create an Activation

    We’re on the home stretch now! From the RFM model you just created, you can click on a segment in the chart and click the “Activate” button to start the activation flow; alternatively you can create a segment or audience first, then click “Create Activation” in the side bar.

    Visit our Activations section in the Wiki to learn how to complete this step.

    It can take up to 72 hours for the list to be available to attach to a campaign in some DSPs, find out more on the official destination pages in our Wiki.

    While you wait - check out the info about customer match and first party data addressability as there are important concepts and considerations to be made when using first party data in this way!