Currently, in the Bronto segment builder, there are a handful of criteria options that help you segment your customers based on order, revenue and RFM (recency, frequency, monetary value) data.

But, when it comes to order data, how do you know which set of criteria is right for what you're trying to do?

Let's take a closer look at the two distinct types of order date criteria and how they work:

1. Ordered/Converted

The first type of Order Date criteria can be found by clicking the Commerce button in the criteria browser and then selecting "Ordered/Converted."

This gives you the option to look across all orders and filter by a specific order date or time period. The order data in this case is being pulled from Bronto's tracking data and is not tied to your RFM data. The logic being used here is determining whether there is any order on (or before, or after) the specified date or date range.

If you're looking for always-up-to-date order data that isn’t dependent on first or last orders, this is going to be your best bet. This is very important if you're looking at order windows that are time-sensitive, especially if you're running a promotion for a specific customer segment.

2. RFM Metrics

Order Date criteria is also accessible via the "RFM Metrics" option. This can also be found in the "Commerce" segment category. You have the option of selecting the First Order Date or Last Order Date and setting the respective value.

There are two differences here compared to the Ordered/Converted option.

  1. This looks specifically for the first or most recent order within a specific date or range (not just any order)
  2. RFM data in Bronto is refreshed once every 24 hours, so keep in mind that this order data will not always be updated the moment you're creating your segment.

* If you have workflows or any dependencies on a segment with this sort of criteria, you'll want to set delays or manage those accordingly to ensure the best accuracy and efficiency.

That's it for now. Happy Thanksgiving!

Damian Trzebunia (Che-BOON-ya)
Product Marketing Manager
Bronto Software