In the current Web3 market fluctuation cycle, the cost of pure “Acquisition” is sky-high while efficiency is diminishing. It is far more crucial to use a consistent yardstick to measure “who is actually worth nurturing” and “which moves truly move the needle,” rather than simply chasing wallet address counts.

On the growth platform TaskOn, leveraging industrial-grade RFM models and Cohort analysis combined with TaskOn’s native stack (Quest, TaskChain, DayChain, Points, Level, Milestone, Benefits Shop, Leaderboard, Anti-Sybil verification, etc.), we can execute a replicable strategy for retention and user segmentation diagnostics. This effectively realizes a refined user operation system for retention and repeat engagement.

I. The Web3 Version of RFM: Identifying “Who’s Most Worth Keeping”

In the Web3 context, we need to redefine RFM and map it directly to specific metrics and features within TaskOn.

DimensionDefinitionTaskOn Metrics & Tools
R (Recency)Last Action
How close is the user to churning?
Metric: Last Active Date (Time of last completed Quest/TaskChain)
Tool: Data Analytics Dashboard
F (Frequency)Activity Frequency
How sticky is the user?
Metric: Completed Campaigns Count, Daily Check-in (Consecutive streak days)
Tool: TaskChain, Leaderboard
M (Monetary)Value Contribution
How “expensive” (valuable) is the user?
Metric: Wallet Balance (Holdings), NFT Holding, Points Redeemed (Value of consumed points)
Tool: Access Control (Asset verification API), Benefits Shop

2. TaskOn RFM User Segmentation Scorecard (B-Side Ops Template)

Projects can refer to the table below, utilizing TaskOn’s EligibilityAccess Control and Data Export features to tag users. Crucially, participation in on-chain Tasks directly differentiates a user’s contribution to the project. You can only achieve retention of high-value users by setting corresponding tiers and point thresholds based on contribution values, and configuring tiered incentives in Points/Level/Milestone and Benefits Shop.

TierR (Recency)F (Frequency)M (Monetary – Filtered via Verification Components)
High Value (5 pts)≤ 3 DaysConsecutive Check-in ≥ 14 Days
OR Tasks Completed ≥ 12 times/month
Token/NFT Whale (Holdings reach high threshold)
OR Successfully redeemed High-tier Benefits ≥ 3 times
Mid Value (3 pts)≤ 14 DaysTasks Completed 4–7 times/monthActive User (Holdings reach mid threshold)
OR Successfully redeemed Benefits ≥ 1 time
Low Value (1 pt)> 30 Days0 times/monthNewbie/Bot (No holdings/Low holdings)
No redemption record

RFM → “Benefit Binding” Segmentation Strategy

RFM ComboPersonaTaskOn ActionBenefit Binding (Example)
5-5-5Core High-Value UsersUnlock High-tier TaskChain + Governance/Content Tasks; Invite to Private Domain (Discord/TG)Benefits Shop: High-value items, Whitelist (WL), Priority Testing, Increased Airdrop Quota
5-4-3Active but Shallow ValuePush “Deep Action” Tasks (Trading Volume, Staking Duration, Governance Voting)Redeem Discount Coupons, Limited-time 2x Points, Level Skip Vouchers
3-4-5Whales Cooling OffRe-engagement Quest + Consecutive Check-in (DayChain)Exclusive Packs for High-Point Users, Level-Specific Gifts
4-2-1New & Low FreqOnboarding → Newbie Streak (DayChain)Newbie Coupons, 0-Threshold First Redemption, Points Booster

By linking RFM grouping directly with TaskOn’s Points/Level/Milestone and Benefits Shop, we create a backend incentive loop: “Use more → Get more rewards → Value increases.”


II. Cohort Analysis: Verifying “If Your Strategy Actually Works”

If RFM answers “Who to target,” Cohort answers “How well are we doing.” In the TaskOn backend, focus on these Cohort data points:

1. Key Metrics to Watch

  • D1 / D7 / D30 Retention: What is the retention rate of new users on Day N?
  • First Redemption Rate: How long after registration does a new user make their first points redemption in the Benefits Shop? (This is the core metric for value perception).

2. Diagnostic Logic (How to Read the Data)

Cohort PhenomenonDiagnostic ConclusionTaskOn Optimization Strategy
High D1, D7 CrashesHigh pass rate for newbie tasks, but lacks follow-up appeal.Introduce DayChain (7-Day Check-in) to lock in Week 2 retention; Add prompts for Level upgrades.
Low D30 RetentionInsufficient long-term value; users are “farming and dumping.”Launch scarce assets in Benefits Shop; Enable Seasonal Leaderboard.
Low First Redemption RateWeak value perception of Points; users don’t see the utility.Optimize Benefits Shop selection; Emphasize USDT/Whitelist redeemability in task descriptions.

III. Closing the Loop: The TaskOn Data & Incentive Flywheel

Connect RFM and Cohort to build an automated growth flywheel using TaskOn infrastructure:

  • Action Layer: Users generate R and F data via Quest / TaskChain / DayChain.
  • Verification Layer: Confirm user M (True Value) via API / Anti-Sybil / Token Gating.
  • Incentive Layer: Actions convert to Points / EXP, accumulating to raise Level.
  • Value Layer: High Level unlocks premium Benefits Shop rights, achieving Milestone.
  • Feedback Layer: Leaderboard displays rankings, stimulating a new round of R and F.
ModuleWhat You See / Can DoRelation to RFM / Cohort
Quest / TaskChain / DayChainTask completion records, streaks, stepped deep tasksProduces R, F metrics; Builds the path to “Increase F / M”
Verification (API / Contract / Sign)Action authenticity & Anti-SybilCredibility of M; Improves data quality
Points / Level / MilestoneGrowth path & Visualized progressActs as the “Ops Feedback Loop” for RFM, making incentives sharper
Benefits ShopRedemption records, Item preferencesConnects “Action → Value Return”; Measures First Redemption & Repurchase
LeaderboardRanking & Glory-drivenBoosts F and consecutive activity; Positive feedback for D7/D30 retention
Referral / Invite QualityEffective invite rate, bot detectionForms the “Ecosystem Contribution” dimension of M

IV. Minimum Viable “Growth Dashboard” Field List

  • Segmentation Dimensions: Segment users by Level, Milestone achievement, Task Type (Social/On-chain/Gov/Content), Channel, and Region to view changes in high-quality user ratios.
  • Core Metrics: D1/D7/D30 Retention, Tasks Completed (Last 30 Days), Consecutive Check-in Days, First Redemption Rate, Repurchase Count, Avg. Redemption Value, Valid Invite Rate, Trading/Staking Volume × Days, Accepted Content Count, Milestone Completion Rate.
  • Strategy Slots: Is the Benefits Shop showcase exposed? Is stronger Verification enabled? Are Recall Quests active? Are Leaderboard bonus rewards turned on?

V. Conclusion

TL;DR: B-side projects should not treat TaskOn merely as a tool to “dispatch tasks,” but rather as a lightweight Web3 CRM system.

  • Use RFM to segment users—stop sending the same tasks to everyone.
  • Use Cohort to monitor data—ensure every Campaign lifts retention, not just vanity traffic numbers.
  • On TaskOn, plug both into the Points → Level → Milestone → Benefits Shop incentive circuit to form a true growth closed loop: “Use more → Get more → Repurchase more.”

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