RFM

RFM Data Flows

RFM Database Tables

RFME Bin Logic

Recency:

If a person's last donation was:

• the last 180 days: R = 5,

• 180-365 days ago: R = 4

• 365 - 728 days ago: R = 3,

• 728 - 1093 days ago: R = 2

• More than 0: R = 1

• Never given: R = 0

Frequency:

If in the last 24 months someone has made a total of

• 24 or more donations: F = 5,

• 12 - 23 donations: F = 4

• 3 - 11 donations: F = 3

• 2 donations: F = 2;

• 1 donation: F = 1

• 0 donations: F = 0

Monetary value:

If someone's cumulative giving in the past 24 months is

• $2001 ore more: M = 5

• $501 - $2000: M = 4

• $250 - $500: M = 3

• $101 - $249: M = 2

• $25 - $100 - $50: M = 1

• $0 - 25: M = 0

the impact labels are as follows:

• High impact: (F+M)/2 is between 4-5

• Low impact: (F+M)/2 is between 1-3

the engagement labels are as follows:

• engaged: R = 5

• slipping: R is 3-4

• disengaged: R is 1-2

CAN WE INTEGRATE SCORING FOR FOSTERS/VOLUNTEERS?

"RFME" (E FOR ENGAGEMENT)

• volunteered or fostered in the past 30 days: E = 5

• volunteered or fostered in the past 6 months days: E = 4

• volunteered or fostered in the past year: E = 3

• volunteered or fostered in the past 2 years: E = 2

• volunteered or fostered ever: E = 1

• volunteered or fostered never: E = 0

(modified from Lauren's request of: E = 5 (CURRENT), E = 4 (WITHIN THE PAST YEAR), E = 3 (WITHIN THE PAST TWO YEARS), E = 2 (EVER), E = 0 (NEVER), because "1" value was missing and needed more specific definition of "current")