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How to export the RFM segment as CSV?

Exporting any RFM segment into CSV is very simple.

  • Go to the customer dashboard within Putler
  • Adjust the date range to the year your business began. Note: This depends on how much data your current Putler plan has pulled in. (Refer to point no. 2 above)
  • Once the dashboard refreshes, click the RFM segment you want on the chart
  • All the customers belonging to this segment will be loaded.
  • Now click on the export button placed besides the 'Customers' label. Choose 'Export as CSV'

You can use this CSV as you like. You can upload it to your email service provider or use it while preparing your next presentation.