Skip to main content

Guest behavior segmentation using RFMAC scoring

This article explains how recency, frequency, monetary, ancillary and cancellation or RFMAC scoring works in the SHR CRM and how you can use it to segment guest profiles for targeted marketing.

M
Written by Michelle Normoyle
Updated over 2 weeks ago

What is RFMAC

RFMAC is an automated guest segmentation model that evaluates guest behavior based on five key metrics:

  • Recency β€” Time since the guest's last reservation or stay.

  • Frequency β€” Total number of reservations and average time between stays.

  • Monetary β€” Total and average room revenue generated.

  • Ancillary β€” Additional services, packages, or upgrades purchased.

  • Canceled β€” Cancellation behavior patterns.

These metrics identify how engaged and valuable each guest is over time, helping you create behavior-driven marketing strategies.


How RFMAC Scores are calculated

RFMAC scores are automatically calculated once per week using data from the past 365 days. Each guest profile is compared against all other profiles within your hotel or hotel group to determine a relative score.

The calculation produces:

  • Individual attribute scores:

    • One to five for most attributes, one to four for recency, frequency, and monetary.

  • An RFMAC category:

    • One of eleven predefined behavioral segments.

  • Score values:

    • five or four = High value.

    • three or two = Mid value.

    • one = Low value.

If a guest profile does not have sufficient data, no RFMAC category will be assigned.

The eleven RFMAC categories

Outlined below are the eleven RFMAC categories.

Category

Description

Champions

Books often, stays frequently, and generates high revenue

Loyal Customers

Recently stayed multiple times with above-average revenue

Potential Loyalists

Has stayed a few times recently with above-average revenue

New Customers

Stayed once recently with no future bookings

Promising

Stayed recently but not regularly; low revenue generation

Customers Needing Attention

Stays more than average with good revenue but has not stayed recently

About to Sleep

Has not stayed recently, stays infrequently, and generates low revenue

At Risk

High-revenue guest who has not stayed recently

Can't Lose Them

Historically frequent and high-revenue guests who have not stayed recently

Hibernating

Stayed a few times long ago with below-average revenue

Lost

Not recent, not frequent, and low revenue

These categories support targeted engagement and help you tailor personalized marketing strategies.


View RFMAC categories on guest profiles

The RFMAC category displays at the top of each guest's profile page, directly below their name.

To view a guest's RFMAC category follow the steps below.

  1. From the left navigation menu, click Profile Management.

  2. Click Guest Profiles.

  3. Search for and select a guest profile.

  4. The RFMAC category appears below the guest's name with an icon and category name.

  5. Hover over the ? button next to the category name to view the full category description.

πŸ“Œ Note: If no category appears, the guest profile does not have sufficient data for RFMAC calculation.


Use RFMAC in segmentation

You can filter segments using either the overall RFMAC category or individual attribute scores for more granular targeting.

Follow the steps below to create a segment using RFMAC category.

  1. From the left navigation menu, click Segments.

  2. Click New to create a new segment.

  3. In the segment builder, click Add Filter.

  4. Select RFMAC Category from the filter dropdown.

  5. Choose an operator:

    • equals β€” Matches a specific category.

    • including β€” Matches any of multiple selected categories.

    • excluding β€” Excludes selected categories.

  6. Select one or more RFMAC categories from the dropdown.

  7. Click Save.

For example: To target at-risk high-value guests, create a segment where RFMAC Category equals "Can't Lose Them" or "At Risk".

Follow the steps below to create a segment using individual attribute scores.

For more precise targeting, you can filter by individual scores:

  • Recency score: one to four.

  • Frequency score: one to four.

  • Monetary score: one to four.

  • Add on score: one to five.

  • Canceled score: one to five.

For example: To find high-revenue guests who haven't stayed recently:

  • Add filter: Monetary score equals four.

  • Add filter: Recency score equals one.

  • Combine with AND logic.

You can combine multiple attribute scores to create highly specific segments.


View RFMAC distribution in reporting

The RFMAC category summary report shows how your guest database is distributed across the eleven categories and tracks changes over time.

Access the RFMAC category summary report

Outlined below is how to access the RFMAC category summary report.

  1. From the left navigation menu, click CRM Reports.

  2. Click Profile Reports.

  3. Click RFMAC Category Summary.

  4. Enter a Start Date and End Date to compare two time periods.

  5. Click Search.

The report displays:

  • Number of profiles in each category for both dates.

  • Percentage distribution for both dates.

  • Change (delta) between the two dates.

Use this report to:

  • Identify trends in guest engagement.

  • Spot early warning signs such as increasing "At Risk" or "Hibernating" segments.

  • Measure the impact of retention campaigns.

  • Track category movement over time.

RFMAC marketing use cases:

Segment

Recommended Action

Champions

Exclusive offers, VIP benefits, loyalty program upgrades

Loyal Customers

Thank-you campaigns, referral incentives, exclusive packages

Potential Loyalists

Nurture campaigns, loyalty program enrollment, special offers

New Customers

Welcome series, introduction to amenities, future booking incentives

Promising

Package deals, upgrade offers, engagement campaigns

Customers Needing Attention

Re-engagement campaigns, special promotions, "we miss you" messages

About to Sleep

Win-back offers, limited-time promotions, re-engagement campaigns

At Risk

Personalized outreach, feedback requests, retention offers

Can't Lose Them

VIP treatment, direct outreach from management, exclusive incentives

Hibernating

Aggressive win-back campaigns, deep discounts, survey invitations

Lost

Remove from active marketing or final win-back attempt


Frequently asked questions

Outlined below are some of the most frequently asked questions.

What makes RFMAC different from standard RFM models?

RFMAC extends traditional RFM scoring by adding two behavioral dimensions: Ancillary revenue such as add-ons, packages and upgrades and cancellation patterns. The system uses advanced clustering algorithms rather than fixed quartiles, creating more accurate, natural groupings based on actual guest behavior.

Why does this matter for hotel marketing?

Using actual spending and behavior patterns allows you to:

  • Identify high-value but low-frequency guests.

  • Target guests who respond to packages, deals, or upgrades.

  • Personalize offers based on real purchase behavior.

  • Predict which guests are at risk of churning.

How recent is the data used for segmentation?

Only data from the past 365 days is included to ensure segmentation reflects current guest behavior.

Can I customize the RFMAC categories or scoring thresholds?

No. RFMAC categories are automatically calculated and not manually configurable. However, you can customize your marketing tactics and segment filters based on the calculated scores.

Do individual attribute scores appear on the guest profile?

No. Only the final RFMAC category displays on the guest profile. Individual attribute scores are available only when creating segments or filters.

Can I use RFMAC scores in email personalization?

Yes. RFMAC category information can be used in segment-based email campaigns. Create segments based on RFMAC categories and send targeted campaigns to those segments.

What happens if a guest's behavior changes?

RFMAC scores automatically recalculate weekly. As guest behavior changes, their category may move to reflect their current engagement level.

Did this answer your question?